Hostplus CEO David Elia discusses Australia’s housing supply shortage and the fund’s growing exposure to residential property, as well as where long-term investors can find opportunities across the AI ecosystem, including data centers, electrification, semiconductors and energy.
This article was originally published at https://www.cnbc.com/video/2026/10/08/australian-pension-fund-ceo-on-housing-and-ai-investment-opportunities.html.