
Basis Points The woman deploying $15bn into Australia’s future: Quantum computing, space & defence
What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.
Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.
In this episode:
00:00 Introduction & Career Journey
02:11 NRF Purpose Explained 04:39 Investment Process Breakdown
07:42 Strategy & Deal Flexibility
10:21 Priority Sectors RED TRAM
14:01 Defense & Growth Themes
16:49 VC Strategy & Collaboration
19:29 Listed Market Opportunities
23:59 Long-Term Vision & Accountability
📈 Stocks and ETFs Mentioned:
Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)
This episode was recorded on the 17th March 2026.
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)
———
Want more Basis Points?
- Sign up to the Basis Points email
- Join the conversation on LinkedIn
- Watch all episodes in full and relive some of our favourite clips on YouTube
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
