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. 

© 2024 Macquarie Group Limited 

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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. 

 © 2024 Macquarie Group Limited 

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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. 
 © 2024 Macquarie Group Limited 
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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.
 © 2024 Macquarie Group Limited 
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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. 

© 2024 Macquarie Group Limited [3543598]

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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."

© 2024 Macquarie Group Limited [3734297]

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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.

© 2025 Macquarie Group Limited [4345626]

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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?

© 2024 Macquarie Group Limited [3608409]

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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.

© 2025 Macquarie Group Limited [4345761]

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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.

© 2025 Macquarie Group Limited [4345708]

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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.

© 2025 Macquarie Group Limited [4345812]

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