Pathways

Macquarie Asset Management
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Pathways

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]

  1. AUG 26

    Digital revolution: Trends in real estate investing

    In the latest episode, we explore the impact of the fourth industrial revolution on the real estate market. Join host Daniel McCormack, Head of Research and James Holliday-Smith and John Lewis from our Global Listed Real Estate team for a conversation about the crucial role of data centres and telecommunication towers in the digital economy. They discuss the growing demand for data infrastructure driven by AI and 5G, how investors can capitalize on these trends, and what the future holds for ...

    35 min

  2. AUG 5

    Global transport sector: On the flight path to net zero

    In part 2 of our two-part series on global transport, we turn our focus to the aviation sector, responsible for about 10% of global carbon emissions. Join host Daniel McCormack and speakers Yufei Zhang and Audrey Lee as they explore cutting-edge solutions for aviation decarbonisation. From sustainable aviation fuels to hydrogen jets, and direct carbon removal, hear insights on the strategies and challenges in reducing aviation's carbon footprint. © 2024 Macquarie Group Limited ...

    28 min

  3. JUL 15

    Global transport sector: On the road to net zero

    Part 1 of our two-part series on global transport dives into the significant advancements and challenges of decarbonizing road transport and shipping sectors. Join host Daniel McCormack and speakers Yufei Zhang and Audrey Lee as they discuss the current and future state of electric vehicles and the potential of green shipping fuels. They examine the ambitious road to net zero, the role of policy and infrastructure, and what all this may mean for investors. © 2024 Macquarie Group Li...

    28 min
  4. Brave new fiscal world?

    JUL 3

    Brave new fiscal world?

    Markets are complex systems with many intertwined factors driving outcomes. Many participants and commentators however like to simplify these factors and embrace persuasive narratives to justify all market movements. As we approach the middle of 2024, there are two narratives we believe to be the most compelling and prevailing: The artificial intelligence revolution is here. Fiscal policy is back. Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Ass...

    26 min

  5. MAY 21

    Infrastructure debt: The evolving investment opportunity

    With inflation and interest rates remaining sticky, and the intersection of infrastructure and private credit greater than ever before, infrastructure debt may be experiencing a revival. Our latest Pathways podcast delves into the transformation of infrastructure debt over the past 15 years, highlighting how it has become a critical component of private credit portfolios. Join speakers Daniel McCormack, Harlan Cherniak, and Gurjit Orjela for an insightful discussion on the current ...

    32 min

  6. MAY 9

    China unveiled: Navigating the future

    A discussion between Daniel McCormack, Head of Research at MAM, and Larry Hu, Head of China Economics at Macquarie’s Commodities and Global Markets division highlights key themes and takeaways from the National People’s Congress that took place in March – an important political gathering in China where Premier Li Qiang addressed a wide range of issues including economic policies, social reforms and international relations. © 2024 Macquarie Group Limited [3543598]Relevant disclaimers and ...

    30 min
  7. To hold or to fold?

    MAR 5

    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.

    36 min
  8. Higher rates, tighter credit, and less liquidity matter

    11/06/2023

    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 ...

    28 min
See All (22)

About

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]

Information

  • Creator
    Macquarie Asset Management
  • Years Active
    2022 - 2024
  • Episodes
    22
  • Rating
    Clean
  • Copyright
    © 2024 Pathways
  • Show Website
    Pathways

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