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. ©2025 Macquarie Group Limited [4356838]

  1. -1 J

    Infrastructure adjacencies: the specialist second layer

    Everyone talks about infrastructure as the assets you can see—grids, renewables, transport and digital. But there’s a second layer many investors overlook: the specialist service companies that build, maintain, test, secure, and modernise those assets.  In this episode of Pathways, Daniel McCormack is joined by Andrew Olinick, Head of Private Equity & Adjacencies at Macquarie Asset Management, to explore the fast-growing universe of ‘infrastructure adjacencies’.  They discuss why these services are becoming essential as infrastructure ages, regulation tightens, and operational complexity rises. The conversation covers grid resilience and outage risk, vegetation management as a mission-critical utility spend, life extension and repowering in wind, and how drones, sensors, and AI are reshaping inspection and predictive maintenance. The episode also examines why data centre complexity and the cost of failure are driving demand for specialised engineering, cooling, certification, and physical security — and why this category can offer ‘defensive growth’ at the intersection of infrastructure and private equity. For more information about episodes, including transcripts, and to explore Macquarie's multi-asset capabilities: https://www.macquarie.com/about/company/macquarie-asset-management/institutional/insights.html#podcasts Send our podcast team feedback Relevant disclaimers and other information can be found here.

    32 min

  2. 27 AVR.

    Private Credit at a crossroads?

    In this episode of Pathways, Daniel McCormack is joined by Harlan Cherniak, Head of Infrastructure Debt and Co‑Head of Private Credit in the Americas at Macquarie Asset Management, to explore what’s really happening in private credit markets. They discuss emerging stress in certain sectors — particularly software — alongside more resilient opportunities in real assets and infrastructure debt. The conversation covers AI-driven disruption, structural discipline in credit underwriting, defaults, BDC redemptions, and whether current market volatility points to systemic risk or a more orderly adjustment. The episode also examines why infrastructure credit may offer durability, defensiveness, and attractive risk‑adjusted returns in an increasingly uncertain macro environment.   For more information about episodes, including transcripts, and to explore Macquarie's multi-asset capabilities:  https://www.macquarie.com/about/company/macquarie-asset-management/institutional/insights.html#podcasts Send our podcast team feedback Relevant disclaimers and other information can be found here.

    31 min

  3. 13 AVR.

    Middle East tensions and investment implications for infrastructure

    In this episode of Pathways, Daniel McCormack, Head of Research at Macquarie Asset Management, is joined by Liam Auer from the utilities investment team to discuss the investment implications of the current conflict in the Middle East. They explore how energy markets are responding, the outlook for inflation and growth, and what the shifting geopolitical landscape means for infrastructure investors — from renewables and networks to flexibility, resilience and security of supply.   Explore Macquarie's multi-asset capabilities: https://www.macquarie.com/au/en/about/company/macquarie-asset-management/insights.html Send our podcast team feedback Relevant disclaimers and other information can be found here.

    33 min

  4. 08/07/2025

    Investing across asset classes in a shifting world

    This episode of the Pathways Podcast delves into the complexities of the current macroeconomic environment and its profound impact on asset classes. Daniel McCormack, Head of Research, hosts a discussion with Jüergen Wurzer, Deputy Head of the Global Multi-Asset Team, on navigating today’s volatile investment landscape. They discuss persistent geopolitical tensions, rising protectionism, and lingering inflation concerns that are shaping market dynamics. Explore Macquarie's multi-asset capabilities ©2025 Macquarie Group Limited  [4620205] Send our podcast team feedback Relevant disclaimers and other information can be found here.

    34 min
  5. An erosion of trust in an era of national policy musts?

    12/06/2025

    An erosion of trust in an era of national policy musts?

    There is a clear shift in global priorities, moving from globalisation to more national interests. This is synonymous with a meaningful shift toward a prolonged fiscal-led era. However, many major economies are starting from a challenging fiscal position, raising concerns about debt sustainability, exacerbated by a high cost of capital and lingering inflation fears. If this major shift in priorities were not enough for markets to grapple with, the hasty and abrasive execution of these fiscal initiatives by the US has also roused an erosion of trust. This raises questions about the continuation of US exceptionalism, as well as the risk of a potential reevaluation of overweight positions to US assets. Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01 of our Fixed Income Strategic Forum 2025, with Macquarie Asset Management’s Head of Research Daniel McCormack. ©2025 Macquarie Group Limited [4537454] Send our podcast team feedback Relevant disclaimers and other information can be found here.

    41 min

  6. 08/04/2025

    Opportunities in direct lending

    Direct lending can provide several potential benefits to borrowers, including greater deal certainty, faster speed of execution, direct relationships with lenders, and more tailored solutions. In this episode, the panelists explore the evolution of the strategy, its role in a diversified portfolio and key decisions investors should consider when integrating it into their investments.  Related content: Direct lending: Uncovering the strategic edge ©2025 Macquarie Group Limited  [4241979] Send our podcast team feedback Relevant disclaimers and other information can be found here.

    27 min

  7. 19/03/2025

    Trump tariffs and regime shift

    In today's episode, we're tackling a topic that has been at the forefront of global economic discussions: the Trump tariffs and potential fallout. Tune in to a conversation with Macquarie Asset Management’s Head of Research Daniel McCormack and Derek Hamilton, Economist at Macquarie Asset Management. They'll explore the origins of these tariffs, their intended goals, and the ripple effects they've had on both the U.S. and global economies.  Related content: The human edge: Finding opportunities in 2025  ©2025 Macquarie Group Limited  [4310691] Send our podcast team feedback Relevant disclaimers and other information can be found here.

    38 min
  8. Outlook 2025: Real Assets

    15/12/2024

    Outlook 2025: Real Assets

    What emerging trends and innovations should investors look for in the real estate and infrastructure sectors in 2025? Tune in for a conversation with Macquarie Asset Management’s Head of Research Daniel McCormack, Head of Real Estate Strategy David Roberts, and Global Infrastructure Strategist Aizhan Meldebek. They discuss the main drivers of growth next year, namely healthy GDP growth and falling interest rates, and where they see potential opportunities and risks. Explore Outlook 2025 and our views on the year ahead. ©2024 Macquarie Group Limited  [4054094] Send our podcast team feedback Relevant disclaimers and other information can be found here.

    32 min
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À propos

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. ©2025 Macquarie Group Limited [4356838]

Informations

  • Création
    Macquarie Asset Management
  • Années d’activité
    2022 - 2026
  • Épisodes
    22
  • Classification
    Tous publics
  • Copyright
    © 2026 Pathways
  • Site web de l’émission
    Pathways

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