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. ©2025 Macquarie Group Limited [4356838]
Episodes
23 episodes
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 evolutio...
•
26:47
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...
•
37:40
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 D...
•
31:35
Outlook 2025: Fixed Income and Multi-Asset
The second episode of our Outlook 2025 podcast series features an insightful discussion on where inflation and interest rates are headed in 2025 and the investment implications of President-elect Trump's policy agenda. Host Daniel McCormack, He...
•
25:49
Outlook 2025: Plan for growth, prepare for volatility
As we anticipate ongoing volatility, strong growth is still expected in the year ahead. Listen as Daniel McCormack, Head of Research, and Derek Hamilton, Economist at Macquarie Asset Management discuss growth drivers, concerns about inflation, ...
•
22:42
Navigating the energy transition revolution
Tune in to a fascinating discussion with Macquarie Asset Management’s Head of Research Daniel McCormack, and Kate Vidgen, Head of Industrial Transition and Clean Fuels in MAM Green Investments about global energy transition and the impacts that...
•
27:56
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 conve...
•
34:55
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-edg...
•
27:48
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 th...
•
28:13
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...
•
25:34
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 transformatio...
•
31:34
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...
•
29:31
To hold or to fold?
When we met for the first Strategic Forum of 2024, the focus was on the notion of whether "
•
35:52
Higher rates, tighter credit, and less liquidity matter
As we gathered for Issue 03 of the Fixed Income Strategic ...
•
27:37
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 discuss...
•
Season 3
•
Episode 10
•
30:48
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 infr...
•
Season 3
•
Episode 9
•
22:24
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 yea...
•
23:08
America’s debt ceiling and its market impact: Approaching the event horizon?
Daniel McCormack speaks with Macquarie Head of Economics, David Doyle, about the headlines on US debt ceiling negotiations, and potential implications for US government debt obligations. What are are the various possibilities for future default...
•
Season 3
•
Episode 7
•
25:25
If it isn't hurting, it isn't working
British politician John Major’s 1989 comment on inflation control, “If the policy isn’t hurting, it isn’t working,” could not be more relevant today. Hiking interest rates until something breaks still seems to be the mantra of glob...
•
Season 3
•
Episode 6
•
37:22
Delayed reaction, liquidity contraction
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. One of the challenges with investment m...
•
Season 3
•
Episode 4
•
22:56
Real assets: Terra firma in a volatile year
Macquarie Head of Research Daniel McCormack details the landscape for real assets in 2023, amid inflation and headwinds to growth prospects across developed economies. Discussion covers the characteristics of infrastructure investments that may...
•
Season 3
•
Episode 1
•
22:35
Global real estate: What are the key buy signals to watch for?
Rising interest rate, high construction costs, and hybrid working are creating dislocations in commercial real estate markets. Macquarie analyst David Roberts lays out challenges and opportunities ahead in global real estate.© 202...
•
Season 2
•
Episode 6
•
33:09