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Pathways

Pathways

著者： Macquarie Asset Management
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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]

© 2026 Pathways 個人ファイナンス 経済学
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  • Middle East tensions and investment implications for infrastructure

    Middle East tensions and investment implications for infrastructure
    2026/04/13

    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

    Relevant disclaimers and other information can be found here.
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    33 分
  • Investing across asset classes in a shifting world

    Investing across asset classes in a shifting world
    2025/07/08

    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]

    Relevant disclaimers and other information can be found here.
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    34 分
  • An erosion of trust in an era of national policy musts?

    An erosion of trust in an era of national policy musts?
    2025/06/12

    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]

    Relevant disclaimers and other information can be found here.
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    41 分
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