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Pathways Podcast

Macquarie Asset Management

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]

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Episodes

27 episodes

  1. Engage the core: A stabiliser in a sturdy portfolio 36:43
  2. Second(aries) to none: The springboard for private markets 36:43
  3. Power struggle: Why the grid can’t keep up 26:59
  4. How attractive are private infrastructure valuations right now? 30:26
  5. AI and infrastructure: separating the signal from the noise 29:44
  6. Infrastructure adjacencies: the specialist second layer 32:15
  7. Private Credit at a crossroads? 30:22
  8. Middle East tensions and investment implications for infrastructure 32:31
  9. Investing across asset classes in a shifting world 34:24
  10. An erosion of trust in an era of national policy musts? 40:34
  11. Opportunities in direct lending 26:47
  12. Trump tariffs and regime shift 37:40
  13. Outlook 2025: Real Assets 31:35
  14. Outlook 2025: Fixed Income and Multi-Asset 25:49
  15. Outlook 2025: Plan for growth, prepare for volatility 22:42
  16. Navigating the energy transition revolution 27:56
  17. Global transport sector: On the flight path to net zero 27:48
  18. Global transport sector: On the road to net zero 28:13
  19. Brave new fiscal world? 25:34
  20. Infrastructure debt: The evolving investment opportunity 31:34
  21. China unveiled: Navigating the future 29:31
  22. To hold or to fold? 35:52
  23. Higher rates, tighter credit, and less liquidity matter 27:37
  24. Infrastructure valuation: New tools for the toolkit 22:24
  25. Real assets: Terra firma in a volatile year 22:35
  26. Global real estate: What are the key buy signals to watch for? 33:09
  27. Decarbonisation of electricity generation 34:11