The chair of the $240.8 billion Future Fund, Greg Combet, has warned that the United States has become a riskier investment destination and is likely to attract a smaller share of global capital flows, saying the Trump administration has “added layers of volatility and uncertainty” to financial markets.
Reflecting on his first year chairing the taxpayer-owned fund on Tuesday, Combet said adjusting the Future Fund’s portfolio to the Trump administration’s政策变化，包括其贬值美元的目标，是该基金的关键优先事项。
Chair of the Future Fund, Greg Combet speaking at a Committee for Economic Development of Australia lunch in Sydney.Credit: Jessica Hromas
Combet referred to several factors that the fund is focused on, including the US review of Aukus说：“ Aukus“加强了与美国的传统经济和安全关系现在不确定的事实”。
他还引用了中国与美国之间的关系；两国打算主导人工智能能力；美国预算赤字不断增长； the status of the US Federal Reserve and a section of US president Donald Trump’s “big, beautiful bill” which would drastically increase tax rates for Australian investors.
Given that the majority of the Future Fund’s physical assets are denominated in US dollars, he reiterated a need to increase its exposure to other currencies including the euro and yen, to include commodities such as gold to its portfolio, and finally, to prioritise Australian资产。
加载“即使是特朗普政策的戏剧性逆转似乎也不太可能会从长期投资者那里恢复“像往常一样”的'''''，而疑问已经播种了，”他补充说，他补充说
他补充说，他对未来可能的民主性统计来估计了统计的规模，变化。
前高级劳工部长Combet也强调了人工智能（AI）的增长，称澳大利亚需要接受该技术触发的变化。 He believes that estimates provided by Goldman Sachs that suggest generative AI could result in productivity growth of 16 per cent in Australia are conservative.
AdvertisementCombet also addressed the debate sparked when the federal government last year announced changes to the Future Fund’s investment mandate to have the fund contribute to three national priorities, including energy, Australian infrastructure and the housing supply.
Since May, the fund’s holdings in Australian infrastructure were worth $16.4 billion and included stakes in the Port of Melbourne, Western Sydney Airport, the new Qantas terminal at Perth Airport, and a recently added 10 per cent stake in Transgrid, which has committed to investing $11 billion on building assets related to the Combet说，南澳大利亚和新南威尔士州之间的Humelink传输线。
“我个人，我非常担心澳大利亚的住房问题，我有许多继子女和我自己的女儿20至40岁至40岁，他们不能买房，我们很富裕，我们说。随着时间的流逝，“好吧，住房如何成为澳大利亚可扩展且可投资的资产？”
未来基金是一项主权财富基金，以帮助2006年为公共部门的养老金负债提供资金。
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