Pathways Podcast
by Macquarie Asset Management
Latest episode
Engage the core: A stabiliser in a sturdy portfolio
Engage the core: A stabiliser in a sturdy portfolio
About this podcast
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
The newest 20 of 27 episodes
- Engage the core: A stabiliser in a sturdy portfolio · 37 min · Season 5 Episode 8Core infrastructure has delivered an annualised return of 9.9% since March 2008, with volatility closer to bonds than to equities. So how much of a portfolio should it occupy? In…
- Second(aries) to none: The springboard for private markets · 37 min · Season 5 Episode 7Private capital secondaries have gone from a niche liquidity tool to an asset class in their own right — and within secondaries, infrastructure is the fastest-growing corner of…
- Power struggle: Why the grid can’t keep up · 27 min · Season 5 Episode 6For decades, the grid was the most boring, unseen part of the energy conversation — until now. In this episode of Pathways, Daniel McCormack, Head of Research at Macquarie Asset…
- How attractive are private infrastructure valuations right now? · 30 min · Season 5 Episode 5In this episode of Pathways, Daniel McCormack is joined by Aizhan Meldebek, Macquarie Asset Management’s Global Infrastructure Strategist, to unpack the findings from her updated…
- AI and infrastructure: separating the signal from the noise · 30 min · Season 5 Episode 4AI dominates every conversation with infrastructure investors right now, but most of the commentary is either too breathless or too dismissive. In this episode of Pathways…
- Infrastructure adjacencies: the specialist second layer · 32 min · Season 5 Episode 3Everyone 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…
- Private Credit at a crossroads? · 30 min · Season 5 Episode 2In 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…
- Middle East tensions and investment implications for infrastructure · 33 min · Season 5 Episode 1In 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…
- Investing across asset classes in a shifting world · 34 minThis 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…
- An erosion of trust in an era of national policy musts? · 41 minThere 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…
- Opportunities in direct lending · 27 minDirect lending can provide several potential benefits to borrowers, including greater deal certainty, faster speed of execution, direct relationships with lenders, and more…
- Trump tariffs and regime shift · 38 minIn 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…
- Outlook 2025: Real Assets · 32 minWhat 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…
- Outlook 2025: Fixed Income and Multi-Asset · 26 minThe 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…
- Outlook 2025: Plan for growth, prepare for volatility · 23 minAs 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…
- Navigating the energy transition revolution · 28 minTune 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…
- Global transport sector: On the flight path to net zero · 28 minIn 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…
- Global transport sector: On the road to net zero · 28 minPart 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…
- Brave new fiscal world? · 26 minMarkets are complex systems with many intertwined factors driving outcomes. Many participants and commentators however like to simplify these factors and embrace persuasive…
- Infrastructure debt: The evolving investment opportunity · 32 minWith inflation and interest rates remaining sticky, and the intersection of infrastructure and private credit greater than ever before, infrastructure debt may be experiencing a…
