Pathways Podcast Por Macquarie Asset Management arte de portada

Pathways

Pathways

De: Macquarie Asset Management
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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]

© 2025 Pathways Economía Finanzas Personales
Episodios
  • Opportunities in direct lending

    Opportunities in direct lending
    Apr 8 2025

    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


    ©2025 Macquarie Group Limited

    [4241979]

    Relevant disclaimers and other information can be found here.
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    27 m
  • Trump tariffs and regime shift

    Trump tariffs and regime shift
    Mar 19 2025

    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

    ©2025 Macquarie Group Limited
    [4310691]


    Relevant disclaimers and other information can be found here.
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    38 m
  • Outlook 2025: Real Assets

    Outlook 2025: Real Assets
    Dec 15 2024

    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.

    ©2024 Macquarie Group Limited
    [4054094]

    Relevant disclaimers and other information can be found here.
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    32 m
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