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. 

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With inflation and interest rates remaining sticky, and the intersection of infrastructure and private credit greater than ever before, infrastructure debt may be experiencing a revival. Our latest Pathways podcast delves into the transformation of infrastructure debt over the past 15 years, highlighting how it has become a critical component of private credit portfolios.
 
 Join speakers Daniel McCormack, Harlan Cherniak, and Gurjit Orjela for an insightful discussion on the current state and outlook of infrastructure debt. Their conversation sheds light on the evolution of infrastructure debt, from traditional sectors like bridges and utilities to newer areas such as digital infrastructure, decarbonisation, and emerging technologies. The strategy’s potential for attractive risk-adjusted returns and diversification benefits may also make infrastructure debt a valuable addition to a diversified portfolio in today's high-rate environment.

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A discussion between Daniel McCormack, Head of Research at MAM, and Larry Hu, Head of China Economics at Macquarie’s Commodities and Global Markets division highlights key themes and takeaways from the National People’s Congress that took place in March – an important political gathering in China where Premier Li Qiang addressed a wide range of issues including economic policies, social reforms and international relations. 

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Is de-globalization the right term for what is occurring in the world today? How should global investors define "globalization" and view the current dynamics and trends being seen in global trade?   

Join us for a group discussion that unpacks the data, offering historical context on trade patterns and international perspectives on trends like US "re-shoring" and "near-shoring."

© 2023 Macquarie Group Limited [3074134]

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Valuations for private infrastructure investment have long been murky and at times challenging to compare to other asset types.

Using a large dataset of more than 1,000 transactions, MAM research has derived a time series of private infrastructure valuations to gain insights.

Global infrastructure strategist, Aizhan Meldebek, summarizes the work including a finding that infrastructure valuation multiples have a negative relationship with interest rates and a positive relationship with inflation. 

"We have created an infrastructure 'cap rate' that enables investors to directly compare infrastructure valuations with those of real estate," says Meldebek.

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What role will renewables play, given US tax incentives for technologies like hydrogen and carbon capture? How can investors make heads or tails of the constantly evolving future landscape?

Macquarie Asset Management Head of Technology and Innovation, Peter Durante, joins Pathways for a global roundup of the latest in energy innovation.

Discussion ranges from wind and solar to hydrogen, to misconceptions around the global push for critical minerals like cobalt, lithium, manganese, and nickel.   

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Daniel McCormack speaks with Macquarie Head of Economics, David Doyle, about the headlines on US debt ceiling negotiations, and potential implications for US government debt obligations. What are are the various possibilities for future default or "prioritization" of US debt payments? What does the US Constitution say about this uncharted territory?

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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.
  
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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 

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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.

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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.

© 2024 Macquarie Group Limited [3520242]

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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.

© 2024 Macquarie Group Limited [3520053]

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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] 

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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

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