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

Send our podcast team feedback

Relevant disclaimers and other information can be found here.