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Pathways Macquarie Asset Management
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Conversations and innovative insights about real assets, private markets and macroeconomics, intended for global institutional investors. Brought to you by Macquarie Asset Management (MAM), the asset management division of Macquarie Group Limited. This material is for information purposes only and should not be construed as, an advertisement, an invitation, an offer, a solicitation of an offer or a recommendation to participate in any investment strategy or take any other action, including to buy or sell any product or security or offer any banking or financial service or facility in any jurisdiction where it would be unlawful to do so. The views expressed are as of the date of publication and are subject to change. All third-party marks cited are the property of their respective owners. All audio, artwork, episode descriptions and notes are the property of MAM, for Pathways, and published with permission by Buzzsprout. ©2024 Macquarie Group Limited [3502358]
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To hold or to fold?
When we met for the first Strategic Forum of 2024, the focus was on the notion of whether "To hold or to fold?" on to our economic outlook views. Issue 01 explores the potential scenarios facing fixed income investors at the start of another year.
Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01.
© 2024 Macquarie Group Limited [3377351]
Relevant disclaimers and other information can be found here. -
Higher rates, tighter credit, and less liquidity matter
As we gathered for Issue 03 of the Fixed Income Strategic Forum, the backdrop was one in which investors appeared to have increasingly embraced the possibility of a soft landing or no landing for the US and the global economy. Meanwhile, the evidence supporting the likelihood of a recession – higher rates, tighter credit, less liquidity – has continued to build and we remain of the view that the question is not if but rather when a recession will occur and how hard it will be.
Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 03.
© 2023 Macquarie Group Limited [3155351]
Relevant disclaimers and other information can be found here. -
Is de-globalization real? New trade dynamics and US industrial policy
Is de-globalization the right term for what is occurring in the world today? How should global investors define "globalization" and view the current dynamics and trends being seen in global trade?
Join us for a group discussion that unpacks the data, offering historical context on trade patterns and international perspectives on trends like US "re-shoring" and "near-shoring."
© 2023 Macquarie Group Limited [3074134]
Relevant disclaimers and other information can be found here. -
Infrastructure valuation: New tools for the toolkit
Valuations for private infrastructure investment have long been murky and at times challenging to compare to other asset types.
Using a large dataset of more than 1,000 transactions, MAM research has derived a time series of private infrastructure valuations to gain insights.
Global infrastructure strategist, Aizhan Meldebek, summarizes the work including a finding that infrastructure valuation multiples have a negative relationship with interest rates and a positive relationship with inflation.
"We have created an infrastructure 'cap rate' that enables investors to directly compare infrastructure valuations with those of real estate," says Meldebek.
© 2024 Macquarie Group Limited [3531356]
Relevant disclaimers and other information can be found here. -
Recession: Everything and all at once?
One of the challenges with investment management is balancing the short-term noise of financial markets with a longer term assessment of the investment and economic landscape. The Macquarie Fixed Income Strategic Forum is held three times a year, comprising more than 130 investment professionals, and operates to establish our medium-term views and strategic portfolio positions. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps the latest edition of the Macquarie Fixed Income Strategic Forum.
Related content: Recession: Everything and all at once? - Investment summary
© 2023 Macquarie Group Limited [2934051]
Relevant disclaimers and other information can be found here. -
Has clean energy reached an inflection point?
What role will renewables play, given US tax incentives for technologies like hydrogen and carbon capture? How can investors make heads or tails of the constantly evolving future landscape?
Macquarie Asset Management Head of Technology and Innovation, Peter Durante, joins Pathways for a global roundup of the latest in energy innovation.
Discussion ranges from wind and solar to hydrogen, to misconceptions around the global push for critical minerals like cobalt, lithium, manganese, and nickel.
© 2024 Macquarie Group Limited [3462780]
Relevant disclaimers and other information can be found here.