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Pathways

Pathways

By: 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 Economics Personal Finance
Episodes
  • Investing across asset classes in a shifting world

    Investing across asset classes in a shifting world
    Jul 8 2025

    This episode of the Pathways Podcast delves into the complexities of the current macroeconomic environment and its profound impact on asset classes. Daniel McCormack, Head of Research, hosts a discussion with Jüergen Wurzer, Deputy Head of the Global Multi-Asset Team, on navigating today’s volatile investment landscape. They discuss persistent geopolitical tensions, rising protectionism, and lingering inflation concerns that are shaping market dynamics.

    Explore Macquarie's multi-asset capabilities

    ©2025 Macquarie Group Limited
    [4620205]

    Relevant disclaimers and other information can be found here.
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    34 mins
  • An erosion of trust in an era of national policy musts?

    An erosion of trust in an era of national policy musts?
    Jun 12 2025

    There is a clear shift in global priorities, moving from globalisation to more national interests. This is synonymous with a meaningful shift toward a prolonged fiscal-led era. However, many major economies are starting from a challenging fiscal position, raising concerns about debt sustainability, exacerbated by a high cost of capital and lingering inflation fears.

    If this major shift in priorities were not enough for markets to grapple with, the hasty and abrasive execution of these fiscal initiatives by the US has also roused an erosion of trust. This raises questions about the continuation of US exceptionalism, as well as the risk of a potential reevaluation of overweight positions to US assets.

    Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01 of our Fixed Income Strategic Forum 2025, with Macquarie Asset Management’s Head of Research Daniel McCormack.

    ©2025 Macquarie Group Limited [4537454]

    Relevant disclaimers and other information can be found here.
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    41 mins
  • 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 mins
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