18 episodes

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]

Pathways Macquarie Asset Management

    • Business

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]

    Infrastructure debt: The evolving investment opportunity

    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 ...

    • 31 min
    China unveiled: Navigating the future

    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 ...

    • 29 min
    To hold or to fold?

    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.

    • 35 min
    Higher rates, tighter credit, and less liquidity matter

    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 ...

    • 27 min
    Is de-globalization real? New trade dynamics and US industrial policy

    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.

    • 30 min
    Infrastructure valuation: New tools for the toolkit

    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...

    • 22 min

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