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 ...
Aug 26, 2024
34 min
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 ...
Aug 5, 2024
27 min
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...
Jul 15, 2024
28 min
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...
Jul 3, 2024
25 min
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 ...
May 21, 2024
31 min
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 ...
May 9, 2024
29 min
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.
Mar 5, 2024
35 min
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 ...
Nov 6, 2023
27 min
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."© 2024 Macquarie Group Limited [3734297]Relevant disclaimers and other information can be found here.
Aug 28, 2023
30 min
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...
Jul 11, 2023
22 min
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