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."

Questions or comments about the show?   MAMpodcasts@Macquarie.com

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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.

Questions or comments about the show?  MAMpodcasts@Macquarie.com

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Interest in infrastructure investment via the secondaries market has grown in recent years.  

Secondaries offer private-market investors a potential entry point to the asset class, with the ability build an asset allocation in the space more quickly than through direct investment.

Wandy Hoh, Head of the Infrastructure Secondaries business at Macquarie joins the show to discuss the evolution of the space.

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Questions abound when it comes to energy transition and clean tech.  

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.   

Questions or comments about the show?   MAMpodcasts@Macquarie.com

© 2024 Macquarie Group Limited [3462780]

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Daniel McCormack chats 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?

Questions or comments about the show?   MAMpodcasts@Macquarie.com

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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.

Explore Macquarie Asset Management infrastructure capabilities. 
 
© 2024 Macquarie Group Limited [3462769]

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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 

© 2024 Macquarie Group Limited [3462753]

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Daniel McCormack and Chief Economist David Doyle discuss the Jan 31 - Feb 1  meeting of the Fed's Open Market Committee and its likely path on interest rates in future months, in light of inflation and the outlook for growth.  What level of rates represents "neutral" for the Fed?   Is there a structural deflation issue at hand?  What is the outlook for capital expenditures?  And will US consumers, which have shown ongoing resilience of late, crack at some point?  

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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 well for the expected environment ahead and also structural challenges facing global property markets and agriculture, where compelling opportunities clearly exist amid a volatile landscape.

© 2024 Macquarie Group Limited [3520177]

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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

Have a question for show participants?  Contact MAMPodcasts@macquarie.com

© 2024 Macquarie Group Limited [3462706]

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