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Pathways Podcast episodes
- Asia infrastructure comes of age
Verena Lim, Macquarie Asia CEO and Head of Asia infrastructure joins Daniel McCormack to review the growth of infrastructure investment across Asia.
Discussion touches on common institutional investor questions and lessons learned by large infrastructure investors in Asia through recent decades, including in China and Korea. A view into country-specific risks includes discussion of governance issues by market and the need for local experience and language expertise on the ground. Also a look at demand within high-potential infrastructure markets like Indonesia, India, and the Philippines.
© 2024 Macquarie Group Limited [3462769]Relevant disclaimers and other information can be found here.
25 min - Delayed reaction, liquidity contraction
The Macquarie Fixed Income Strategic Forum is held three times a year, comprising more than 130 investment professionals, and operates to establish our medium-term views and strategic portfolio positions. One of the challenges with investment management is balancing the short-term noise of financial markets with a longer term assessment of the investment and economic landscape. Listen as Brett Lewthwaite, Global Head of Fixed Income, CIO, recaps the latest edition of the Macquarie Fixed Income Strategic Forum.
© 2025 Macquarie Group Limited [4269666]Relevant disclaimers and other information can be found here.
23 min - China Crossroads – A recovery in 2023, but challenges aplenty longer-term
Macquarie Head of China Economics Larry Hu joins the show for a discussion about China's trajectory since the end of Zero-COVID policy, as well the China People's Congress and state of real estate markets
© 2024 Macquarie Group Limited [3462753]Relevant disclaimers and other information can be found here.
39 min - Real assets: Terra firma in a volatile year
Macquarie Head of Research Daniel McCormack details the landscape for real assets in 2023, amid inflation and headwinds to growth prospects across developed economies. Discussion covers the characteristics of infrastructure investments that may help position these assets for the expected environment ahead and also structural challenges facing global property markets and agriculture, where compelling opportunities exist amid a volatile landscape.
© 2025 Macquarie Group Limited [4345761]Send our podcast team feedback
Relevant disclaimers and other information can be found here.
23 min - Global real estate: What are the key buy signals to watch for?
Rising interest rate, high construction costs, and hybrid working are creating dislocations in commercial real estate markets. Macquarie analyst David Roberts lays out challenges and opportunities ahead in global real estate.
© 2025 Macquarie Group Limited [4345708]Send our podcast team feedback
Relevant disclaimers and other information can be found here.
34 min - Decarbonisation of electricity generation
Electricity consumption is growing worldwide, making decarbonisation in the sector both a challenge and an imperative. Researchers Aizhan Meldebek and Thomas Studer examine net zero goals related to electricity and take a deep dive on key technologies, as well as the economics behind renewables, green hydrogen, and more.
© 2025 Macquarie Group Limited [4345812]Send our podcast team feedback
Relevant disclaimers and other information can be found here.
35 min - Digital infrastructure: Transmitting signals of growth
Digital infrastructure is a growing sector that has helped transform nearly every other part of the economy in recent years. Macquarie Digital Infrastructure investor Lincoln Heilner and research analyst Aizhan Meldebek discuss key drivers of data growth, the nature of digital infrastructure assets, and opportunities in the sector to reduce carbon emissions. Daniel McCormack moderates.
© 2024 Macquarie Group Limited [3462741]Relevant disclaimers and other information can be found here.
27 min - Is Evergrande the tip of the iceberg?
Macquarie Head of China Economics Larry Hu joins Macquarie Asset Management's Dan McCormack to discuss Evergrande’s debt issues, their potential effects, and whether the crisis is manageable by the Chinese state.
Originally posted October 6, 2021
© 2024 Macquarie Group Limited [3462706]Relevant disclaimers and other information can be found here.
31 min
About Pathways Podcast
From the publisher's feed
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]