Pathways Podcast

Direct lending can provide several potential benefits to borrowers, including greater deal certainty, faster speed of execution, direct relationships with lenders, and more tailored solutions. In this episode, the panelists explore the evolution of the strategy, its role in a diversified portfolio and key decisions investors should consider when integrating it into their investments. 

Related content: Direct lending: Uncovering the strategic edge

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In 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 Macquarie Asset Management’s Head of Research Daniel McCormack and Derek Hamilton, Economist at Macquarie Asset Management. They'll explore the origins of these tariffs, their intended goals, and the ripple effects they've had on both the U.S. and global economies. 

Related content: The human edge: Finding opportunities in 2025 

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What 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 Head of Research Daniel McCormack, Head of Real Estate Strategy David Roberts, and Global Infrastructure Strategist Aizhan Meldebek. They discuss the main drivers of growth next year, namely healthy GDP growth and falling interest rates, and where they see potential opportunities and risks.

Explore Outlook 2025 and our views on the year ahead.

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The 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 of President-elect Trump's policy agenda. Host Daniel McCormack, Head of Research, is joined by John Horner, Global Strategist for Global Fixed Income Markets, and Stefan Löwenthal, Head of Global Multi-Asset. 

Explore Outlook 2025 and our views on the year ahead.

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As 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 Asset Management discuss growth drivers, concerns about inflation, and potential investment opportunities in 2025.

Explore Outlook 2025 and our views on the year ahead.

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Tune 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 Green Investments about global energy transition and the impacts that new technologies are having on the space. This conversation provides context on what’s driving the growing energy demand, the role of digitalisation and AI, and how Macquarie is finding innovative solutions to meet this demand as investment opportunities grow in this intriguing sector. 

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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 the digital transformation of real estate. 

© 2024 Macquarie Group Limited 

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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. 

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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. 

 © 2025 Macquarie Group Limited 

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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:  

1. The artificial intelligence revolution is here. 
2. Fiscal policy is back. 

Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 02 of our Fixed Income Strategic Forum 2024.

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