111: ART's Michael Weaver – The Role of Real Assets in a Pension Portfolio

In episode 111 of the [i3] Podcast, we speak with Michael Weaver, who is the Head of Global Real Assets with the Australian Retirement Trust. We discussed the role of real assets in the context of a multi-asset, pension portfolio, the ever-lurking threat of inflation, the return of office property and more. Please enjoy the show! Overview of Podcast with Michael Weaver, Head of Global Real Assets, ART 02:00 Role of real assets in a multi-asset portfolio 03:30 We don’t call them mid-risk, but it is a similar philosophy 06:30 Inflation: what we are most worried about is unexpected inflation 08:00 We would expect to grow our infrastructure portfolio in Australia, but also internationally. 09:00 Benefits of larger scale, post merger 12:00 Massively expand the real asset team, no. But expand yes. 16:00 Retail and Office property: we are actively looking at new investments 20:00 Did Covid wobble your confidence in airports? Wobble is probably a good word. 25:00 Impact of data centres on power generators 27:30 Multi-family, build-to-rent property 33:00 Energy transition assets