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  <title>Pathways</title>

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  <itunes:author>Macquarie Asset Management</itunes:author>
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  <description><![CDATA[<p>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]</p>]]></description>
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  <itunes:keywords>real assets, private markets, pathways, thought leadership, global markets, responsible investing, green properties, net zero</itunes:keywords>
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     <title>Pathways</title>
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    <itunes:title>Investing across asset classes in a shifting world</itunes:title>
    <title>Investing across asset classes in a shifting world</title>
    <itunes:summary><![CDATA[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 capabil...]]></itunes:summary>
    <description><![CDATA[<p>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.</p><p><a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/capabilities/multi-asset.html'>Explore Macquarie&apos;s multi-asset capabilities</a></p><p>©2025 Macquarie Group Limited <br/>[4620205]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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.</p><p><a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/capabilities/multi-asset.html'>Explore Macquarie&apos;s multi-asset capabilities</a></p><p>©2025 Macquarie Group Limited <br/>[4620205]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
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    <itunes:author>Macquarie Asset Management</itunes:author>
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    <pubDate>Tue, 08 Jul 2025 09:00:00 -0400</pubDate>
    <itunes:duration>2064</itunes:duration>
    <itunes:keywords>Daniel McCormack, Jüergen Wurzer, multi asset class, equity, fixed income, listed real assets, tariffs, China, inflation, volatility, macroeconomy, global investing</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
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  <item>
    <itunes:title>An erosion of trust in an era of national policy musts?</itunes:title>
    <title>An erosion of trust in an era of national policy musts?</title>
    <itunes:summary><![CDATA[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...]]></itunes:summary>
    <description><![CDATA[<p>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.<br/><br/>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.</p><p>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.</p><p>©2025 Macquarie Group Limited [4537454]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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.<br/><br/>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.</p><p>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.</p><p>©2025 Macquarie Group Limited [4537454]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
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    <pubDate>Thu, 12 Jun 2025 13:00:00 -0400</pubDate>
    <itunes:duration>2434</itunes:duration>
    <itunes:keywords></itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
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  <item>
    <itunes:title>Opportunities in direct lending</itunes:title>
    <title>Opportunities in direct lending</title>
    <itunes:summary><![CDATA[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  [42...]]></itunes:summary>
    <description><![CDATA[<p>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. </p><p>Related content: <a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/insights/perspectives/direct-lending-uncovering-the-strategic-edge.html'>Direct lending: Uncovering the strategic edge</a></p><p><br/></p><p>©2025 Macquarie Group Limited </p><p>[4241979]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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. </p><p>Related content: <a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/insights/perspectives/direct-lending-uncovering-the-strategic-edge.html'>Direct lending: Uncovering the strategic edge</a></p><p><br/></p><p>©2025 Macquarie Group Limited </p><p>[4241979]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/16906823-opportunities-in-direct-lending.mp3" length="19328703" type="audio/mpeg" />
    <itunes:author>Macquarie Asset Management</itunes:author>
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    <pubDate>Tue, 08 Apr 2025 10:00:00 -0400</pubDate>
    <podcast:soundbite startTime="972.333" duration="33.0" />
    <itunes:duration>1607</itunes:duration>
    <itunes:keywords>direct lending, private credit, Macquarie capital</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
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  <item>
    <itunes:title>Trump tariffs and regime shift</itunes:title>
    <title>Trump tariffs and regime shift</title>
    <itunes:summary><![CDATA[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 opport...]]></itunes:summary>
    <description><![CDATA[<p>In today&apos;s episode, we&apos;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&apos;ll explore the origins of these tariffs, their intended goals, and the ripple effects they&apos;ve had on both the U.S. and global economies. </p><p>Related content: <a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/insights/the-human-edge-finding-opportunities-in-2025.html'>The human edge: Finding opportunities in 2025 </a></p><p>©2025 Macquarie Group Limited <br/>[4310691]</p><p><br/></p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>In today&apos;s episode, we&apos;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&apos;ll explore the origins of these tariffs, their intended goals, and the ripple effects they&apos;ve had on both the U.S. and global economies. </p><p>Related content: <a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/insights/the-human-edge-finding-opportunities-in-2025.html'>The human edge: Finding opportunities in 2025 </a></p><p>©2025 Macquarie Group Limited <br/>[4310691]</p><p><br/></p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/16815463-trump-tariffs-and-regime-shift.mp3" length="27194843" type="audio/mpeg" />
    <itunes:author>Macquarie Asset Management</itunes:author>
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    <pubDate>Wed, 19 Mar 2025 10:00:00 -0400</pubDate>
    <itunes:duration>2260</itunes:duration>
    <itunes:keywords>tariffs, Trump, global economy, US economy, United States economy, China</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Outlook 2025: Real Assets</itunes:title>
    <title>Outlook 2025: Real Assets</title>
    <itunes:summary><![CDATA[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 ...]]></itunes:summary>
    <description><![CDATA[<p>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.<br/><br/><a href='https://www.macquarie.com/about/company/macquarie-asset-management/outlook.html?utm_source=buzzsprout&amp;utm_medium=audio&amp;utm_campaign=global_otlk2025&amp;utm_content=ra#asset-class'>Explore Outlook 2025 and our views on the year ahead.</a><br/><br/>©2024 Macquarie Group Limited <br/>[4054094]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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.<br/><br/><a href='https://www.macquarie.com/about/company/macquarie-asset-management/outlook.html?utm_source=buzzsprout&amp;utm_medium=audio&amp;utm_campaign=global_otlk2025&amp;utm_content=ra#asset-class'>Explore Outlook 2025 and our views on the year ahead.</a><br/><br/>©2024 Macquarie Group Limited <br/>[4054094]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/16255407-outlook-2025-real-assets.mp3" length="22816780" type="audio/mpeg" />
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    <pubDate>Sun, 15 Dec 2024 10:00:00 -0500</pubDate>
    <itunes:duration>1895</itunes:duration>
    <itunes:keywords>real estate investments, infrastructure investments, economic outlook, real assets, real estate outlook, infrastructure outlook</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Outlook 2025: Fixed Income and Multi-Asset</itunes:title>
    <title>Outlook 2025: Fixed Income and Multi-Asset</title>
    <itunes:summary><![CDATA[The second episode of our Outlook 2025 podcast series features an insightful discussion on where inflation and interest rates are headed in 2025 and the investment implications of President-elect Trump's policy agenda. Host Daniel McCormack, Head of Research, is joined by John Horner, Global Strategist for Global Fixed Income Markets, and Stefan Löwenthal, Head of Global Multi-Asset.    Explore Outlook 2025 and our views on the year ahead.  ©2024 Macquarie Group Limited  [4085978] R...]]></itunes:summary>
    <description><![CDATA[<p>The second episode of our Outlook 2025 podcast series features an insightful discussion on where inflation and interest rates are headed in 2025 and the investment implications of President-elect Trump&apos;s policy agenda. Host Daniel McCormack, Head of Research, is joined by John Horner, Global Strategist for Global Fixed Income Markets, and Stefan Löwenthal, Head of Global Multi-Asset.  <br/><br/><a href='https://www.macquarie.com/about/company/macquarie-asset-management/outlook.html?utm_source=buzzsprout&amp;utm_medium=audio&amp;utm_campaign=global_otlk2025&amp;utm_content=fi_ma#asset-class'>Explore Outlook 2025 and our views on the year ahead.</a><br/><br/>©2024 Macquarie Group Limited <br/>[4085978]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>The second episode of our Outlook 2025 podcast series features an insightful discussion on where inflation and interest rates are headed in 2025 and the investment implications of President-elect Trump&apos;s policy agenda. Host Daniel McCormack, Head of Research, is joined by John Horner, Global Strategist for Global Fixed Income Markets, and Stefan Löwenthal, Head of Global Multi-Asset.  <br/><br/><a href='https://www.macquarie.com/about/company/macquarie-asset-management/outlook.html?utm_source=buzzsprout&amp;utm_medium=audio&amp;utm_campaign=global_otlk2025&amp;utm_content=fi_ma#asset-class'>Explore Outlook 2025 and our views on the year ahead.</a><br/><br/>©2024 Macquarie Group Limited <br/>[4085978]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/16268443-outlook-2025-fixed-income-and-multi-asset.mp3" length="18705962" type="audio/mpeg" />
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    <itunes:author>Macquarie Asset Management</itunes:author>
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    <pubDate>Thu, 12 Dec 2024 10:00:00 -0500</pubDate>
    <itunes:duration>1549</itunes:duration>
    <itunes:keywords>financial outlook, macroeconomic outlook, fixed income, private credit, multi asset</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
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  <item>
    <itunes:title>Outlook 2025: Plan for growth, prepare for volatility</itunes:title>
    <title>Outlook 2025: Plan for growth, prepare for volatility</title>
    <itunes:summary><![CDATA[As we anticipate ongoing volatility, strong growth is still expected in the year ahead. Listen as Daniel McCormack, Head of Research, and Derek Hamilton, Economist at Macquarie Asset Management discuss growth drivers, concerns about inflation, and potential investment opportunities in 2025.   Explore Outlook 2025 and our views on the year ahead.  ©2024 Macquarie Group Limited [4067597] Relevant disclaimers and other information can be found here. ]]></itunes:summary>
    <description><![CDATA[<p>As we anticipate ongoing volatility, strong growth is still expected in the year ahead. Listen as Daniel McCormack, Head of Research, and Derek Hamilton, Economist at Macquarie Asset Management discuss growth drivers, concerns about inflation, and potential investment opportunities in 2025. <br/><br/><a href='https://www.macquarie.com/about/company/macquarie-asset-management/outlook.html?utm_source=buzzsprout&amp;utm_medium=audio&amp;utm_campaign=global_otlk2025&amp;utm_content=macro'>Explore Outlook 2025 and our views on the year ahead.<br/></a><br/>©2024 Macquarie Group Limited [4067597]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>As we anticipate ongoing volatility, strong growth is still expected in the year ahead. Listen as Daniel McCormack, Head of Research, and Derek Hamilton, Economist at Macquarie Asset Management discuss growth drivers, concerns about inflation, and potential investment opportunities in 2025. <br/><br/><a href='https://www.macquarie.com/about/company/macquarie-asset-management/outlook.html?utm_source=buzzsprout&amp;utm_medium=audio&amp;utm_campaign=global_otlk2025&amp;utm_content=macro'>Explore Outlook 2025 and our views on the year ahead.<br/></a><br/>©2024 Macquarie Group Limited [4067597]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/16220930-outlook-2025-plan-for-growth-prepare-for-volatility.mp3" length="16411842" type="audio/mpeg" />
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    <itunes:author>Macquarie Asset Management</itunes:author>
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    <pubDate>Wed, 11 Dec 2024 10:00:00 -0500</pubDate>
    <itunes:duration>1362</itunes:duration>
    <itunes:keywords>Financial outlook, Outlook 2025, macro outlook, economic outlook, macroeconomics, US economy, inflation, interest rates, US Fed policy</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Navigating the energy transition revolution</itunes:title>
    <title>Navigating the energy transition revolution</title>
    <itunes:summary><![CDATA[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 opportuniti...]]></itunes:summary>
    <description><![CDATA[<p>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. <br/><br/>© 2025 Macquarie Group Limited <br/><br/>[4882115]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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. <br/><br/>© 2025 Macquarie Group Limited <br/><br/>[4882115]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/16211014-navigating-the-energy-transition-revolution.mp3" length="20201515" type="audio/mpeg" />
    <itunes:author>Macquarie Asset Management</itunes:author>
    <guid isPermaLink="false">Buzzsprout-16211014</guid>
    <pubDate>Fri, 06 Dec 2024 17:00:00 -0500</pubDate>
    <itunes:duration>1676</itunes:duration>
    <itunes:keywords>energy transition, energy demand, pathways</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Global transport sector: On the flight path to net zero</itunes:title>
    <title>Global transport sector: On the flight path to net zero</title>
    <itunes:summary><![CDATA[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.    © 2025 Macquarie Group Limited&nb...]]></itunes:summary>
    <description><![CDATA[<p>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&apos;s carbon footprint. <br/><br/> © 2025 Macquarie Group Limited <br/><br/>[4661957] </p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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&apos;s carbon footprint. <br/><br/> © 2025 Macquarie Group Limited <br/><br/>[4661957] </p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/15521545-global-transport-sector-on-the-flight-path-to-net-zero.mp3" length="20105873" type="audio/mpeg" />
    <itunes:author>Macquarie Asset Management</itunes:author>
    <guid isPermaLink="false">Buzzsprout-15521545</guid>
    <pubDate>Mon, 05 Aug 2024 10:00:00 -0400</pubDate>
    <itunes:duration>1668</itunes:duration>
    <itunes:keywords>Pathways, aviation, decarbonization, decarbonisation, energy transition, carbon emissions</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Global transport sector: On the road to net zero</itunes:title>
    <title>Global transport sector: On the road to net zero</title>
    <itunes:summary><![CDATA[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.    © 2025 Macquarie Group ...]]></itunes:summary>
    <description><![CDATA[<p>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. <br/><br/> © 2025 Macquarie Group Limited <br/><br/>[4658540]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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. <br/><br/> © 2025 Macquarie Group Limited <br/><br/>[4658540]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/15416209-global-transport-sector-on-the-road-to-net-zero.mp3" length="20371540" type="audio/mpeg" />
    <itunes:author>Macquarie Asset Management</itunes:author>
    <guid isPermaLink="false">Buzzsprout-15416209</guid>
    <pubDate>Mon, 15 Jul 2024 12:00:00 -0400</pubDate>
    <itunes:duration>1693</itunes:duration>
    <itunes:keywords>Pathways, energy transition, net zero, transportation sector, decarbonization, decarbonisation</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Brave new fiscal world?</itunes:title>
    <title>Brave new fiscal world?</title>
    <itunes:summary><![CDATA[Markets are complex systems with many intertwined factors driving outcomes. Many participants and commentators however like to simplify these factors and embrace persuasive narratives to justify all market movements.   As we approach the middle of 2024, there are two narratives we believe to be the most compelling and prevailing:   The artificial intelligence revolution is here. Fiscal policy is back. Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie A...]]></itunes:summary>
    <description><![CDATA[<p>Markets are complex systems with many intertwined factors driving outcomes. Many participants and commentators however like to simplify these factors and embrace persuasive narratives to justify all market movements.  </p><p>As we approach the middle of 2024, there are two narratives we believe to be the most compelling and prevailing:  </p><ol><li>The artificial intelligence revolution is here. </li><li>Fiscal policy is back. </li></ol><p>Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises <a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum.html?utm_source=buzzsprout&amp;utm_medium=podcast&amp;utm_campaign=global_fisf2024-02'>Issue 02 of our Fixed Income Strategic Forum 2024</a>.<br/><br/>© 2024 Macquarie Group Limited [3631897]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>Markets are complex systems with many intertwined factors driving outcomes. Many participants and commentators however like to simplify these factors and embrace persuasive narratives to justify all market movements.  </p><p>As we approach the middle of 2024, there are two narratives we believe to be the most compelling and prevailing:  </p><ol><li>The artificial intelligence revolution is here. </li><li>Fiscal policy is back. </li></ol><p>Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises <a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum.html?utm_source=buzzsprout&amp;utm_medium=podcast&amp;utm_campaign=global_fisf2024-02'>Issue 02 of our Fixed Income Strategic Forum 2024</a>.<br/><br/>© 2024 Macquarie Group Limited [3631897]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/15237816-brave-new-fiscal-world.mp3" length="18537038" type="audio/mpeg" />
    <itunes:image href="https://storage.buzzsprout.com/ngua129pvhpaxi6j6uhbkh8sz228?.jpg" />
    <itunes:author>Macquarie Asset Management / Brett Lewthwaite</itunes:author>
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    <pubDate>Wed, 03 Jul 2024 15:00:00 -0400</pubDate>
    <itunes:duration>1534</itunes:duration>
    <itunes:keywords>Fixed Income Strategic Forum, Macquarie Fixed Income, fixed income, 2024 Issue 02, Brett Lewthwaite, interest rates, fiscal policy</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Infrastructure debt: The evolving investment opportunity</itunes:title>
    <title>Infrastructure debt: The evolving investment opportunity</title>
    <itunes:summary><![CDATA[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 curren...]]></itunes:summary>
    <description><![CDATA[<p>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.<br/> <br/> 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&apos;s high-rate environment.<br/> © 2024 Macquarie Group Limited <br/>[3573779] [3583498]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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.<br/> <br/> 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&apos;s high-rate environment.<br/> © 2024 Macquarie Group Limited <br/>[3573779] [3583498]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/15087929-infrastructure-debt-the-evolving-investment-opportunity.mp3" length="22817023" type="audio/mpeg" />
    <itunes:author>Macquarie Asset Management</itunes:author>
    <guid isPermaLink="false">Buzzsprout-15087929</guid>
    <pubDate>Tue, 21 May 2024 05:00:00 -0400</pubDate>
    <itunes:duration>1894</itunes:duration>
    <itunes:keywords>Pathways, infrastructure, infrastructure debt, digital infra</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>China unveiled: Navigating the future</itunes:title>
    <title>China unveiled: Navigating the future</title>
    <itunes:summary><![CDATA[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] Relevant disclaimers a...]]></itunes:summary>
    <description><![CDATA[<p>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. <br/><br/>© 2024 Macquarie Group Limited [3543598]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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. <br/><br/>© 2024 Macquarie Group Limited [3543598]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/15035328-china-unveiled-navigating-the-future.mp3" length="21310292" type="audio/mpeg" />
    <itunes:author>Macquarie Asset Management</itunes:author>
    <guid isPermaLink="false">Buzzsprout-15035328</guid>
    <pubDate>Thu, 09 May 2024 05:00:00 -0400</pubDate>
    <itunes:duration>1771</itunes:duration>
    <itunes:keywords>Pathways</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>To hold or to fold?</itunes:title>
    <title>To hold or to fold?</title>
    <itunes:summary><![CDATA[When we met for the first Strategic Forum of 2024, the focus was on the notion of whether "To hold or to fold?" on to our economic outlook views. Issue 01 explores the potential scenarios facing fixed income investors at the start of another year.   Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01.  © 2025 Macquarie Group Limited [4260069] Relevant disclaimers and other information can be found here. ]]></itunes:summary>
    <description><![CDATA[<p>When we met for the first Strategic Forum of 2024, the focus was on the notion of whether &quot;<a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum/to-hold-or-to-fold.html'>To hold or to fold?</a>&quot; on to our economic outlook views. Issue 01 explores the potential scenarios facing fixed income investors at the start of another year. <br/><br/>Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01.<br/><br/>© 2025 Macquarie Group Limited [4260069]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>When we met for the first Strategic Forum of 2024, the focus was on the notion of whether &quot;<a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum/to-hold-or-to-fold.html'>To hold or to fold?</a>&quot; on to our economic outlook views. Issue 01 explores the potential scenarios facing fixed income investors at the start of another year. <br/><br/>Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01.<br/><br/>© 2025 Macquarie Group Limited [4260069]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/14546725-to-hold-or-to-fold.mp3" length="25957242" type="audio/mpeg" />
    <itunes:image href="https://storage.buzzsprout.com/7odsbiutj8jnwdlkhbi0gma4e2wd?.jpg" />
    <itunes:author>Macquarie Asset Management / Brett Lewthwaite</itunes:author>
    <guid isPermaLink="false">Buzzsprout-14546725</guid>
    <pubDate>Tue, 05 Mar 2024 15:00:00 -0500</pubDate>
    <podcast:soundbite startTime="645.35" duration="31.0" />
    <itunes:duration>2152</itunes:duration>
    <itunes:keywords>Fixed Income Strategic Forum, Macquarie Fixed Income, fixed income, Brett Lewthwaite, recession</itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Higher rates, tighter credit, and less liquidity matter</itunes:title>
    <title>Higher rates, tighter credit, and less liquidity matter</title>
    <itunes:summary><![CDATA[As we gathered for Issue 03 of the Fixed Income Strategic Forum, the backdrop was one in which investors appeared to have increasingly embraced the possibility of a soft landing or no landing for the US and the global economy. Meanwhile, the evidence supporting the likelihood of a recession – higher rates, tighter credit, less liquidity – has continued to build and we remain of the view that the question is not if but rather when a recession will occur and how hard it will be.  Listen as Bret...]]></itunes:summary>
    <description><![CDATA[<p>As we gathered for <a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum/higher-rates-tighter-credit-less-liquidity.html'>Issue 03 of the Fixed Income Strategic Forum</a>, the backdrop was one in which investors appeared to have increasingly embraced the possibility of a soft landing or no landing for the US and the global economy. Meanwhile, the evidence supporting the likelihood of a recession – higher rates, tighter credit, less liquidity – has continued to build and we remain of the view that the question is not if but rather when a recession will occur and how hard it will be.<br/><br/>Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, <a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum/higher-rates-tighter-credit-less-liquidity.html'>summarises Issue 03</a>.<br/><br/>© 2024 Macquarie Group Limited [3838242]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>As we gathered for <a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum/higher-rates-tighter-credit-less-liquidity.html'>Issue 03 of the Fixed Income Strategic Forum</a>, the backdrop was one in which investors appeared to have increasingly embraced the possibility of a soft landing or no landing for the US and the global economy. Meanwhile, the evidence supporting the likelihood of a recession – higher rates, tighter credit, less liquidity – has continued to build and we remain of the view that the question is not if but rather when a recession will occur and how hard it will be.<br/><br/>Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, <a href='https://www.macquarie.com/about/company/macquarie-asset-management/institutional-investor/insights/fixed-income-strategic-forum/higher-rates-tighter-credit-less-liquidity.html'>summarises Issue 03</a>.<br/><br/>© 2024 Macquarie Group Limited [3838242]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/13774227-higher-rates-tighter-credit-and-less-liquidity-matter.mp3" length="20146534" type="audio/mpeg" />
    <itunes:image href="https://storage.buzzsprout.com/lszusw9rqxhg7suh1wmp7swa90j3?.jpg" />
    <itunes:author>Macquarie Asset Management / Brett Lewthwaite</itunes:author>
    <guid isPermaLink="false">Buzzsprout-13774227</guid>
    <pubDate>Mon, 06 Nov 2023 09:00:00 -0500</pubDate>
    <podcast:soundbite startTime="329.683" duration="31.0" />
    <itunes:duration>1657</itunes:duration>
    <itunes:keywords>Fixed Income Strategic Forum, MAM Fixed Income, fixed income, 2023 Issue 03, Brett Lewthwaite, liquidity, recession, high rates </itunes:keywords>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Infrastructure valuation: New tools for the toolkit</itunes:title>
    <title>Infrastructure valuation: New tools for the toolkit</title>
    <itunes:summary><![CDATA[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 infla...]]></itunes:summary>
    <description><![CDATA[<p>Valuations for private infrastructure investment have long been murky and at times challenging to compare to other asset types.<br/><br/>Using a large dataset of more than 1,000 transactions, MAM research has derived a time series of private infrastructure valuations to gain <a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/insights/pathways/infrastructure-valuations.html'>insights</a>.<br/><br/>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. <br/><br/>&quot;We have created an infrastructure &apos;cap rate&apos; that enables investors to directly compare infrastructure valuations with those of real estate,&quot; says Meldebek.<br/><br/></p><p>© 2025 Macquarie Group Limited [4345626]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>Valuations for private infrastructure investment have long been murky and at times challenging to compare to other asset types.<br/><br/>Using a large dataset of more than 1,000 transactions, MAM research has derived a time series of private infrastructure valuations to gain <a href='https://www.macquarie.com/us/en/about/company/macquarie-asset-management/institutional-investor/insights/pathways/infrastructure-valuations.html'>insights</a>.<br/><br/>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. <br/><br/>&quot;We have created an infrastructure &apos;cap rate&apos; that enables investors to directly compare infrastructure valuations with those of real estate,&quot; says Meldebek.<br/><br/></p><p>© 2025 Macquarie Group Limited [4345626]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/13131306-infrastructure-valuation-new-tools-for-the-toolkit.mp3" length="16195161" type="audio/mpeg" />
    <itunes:author></itunes:author>
    <guid isPermaLink="false">Buzzsprout-13131306</guid>
    <pubDate>Tue, 11 Jul 2023 09:00:00 -0400</pubDate>
    <podcast:soundbite startTime="214.433" duration="29.5" />
    <podcast:chapters url="https://www.buzzsprout.com/2100341/13131306/chapters.json" type="application/json" />
    <psc:chapters>
  <psc:chapter start="0:00" title="Infrastructure valuation: New tools for the toolkit" />
  <psc:chapter start="2:20" title="Valuations defined" />
  <psc:chapter start="4:04" title="Infrastructure return drivers since the GFC" />
  <psc:chapter start="5:46" title="Cap rates: Comparing infra and real estate like to like" />
  <psc:chapter start="7:50" title="Interest rates, inflation, other macro drivers" />
  <psc:chapter start="14:08" title="Where may private infrastructure valuations be headed?" />
</psc:chapters>
    <itunes:duration>1344</itunes:duration>
    <itunes:keywords>Pathways</itunes:keywords>
    <itunes:season>3</itunes:season>
    <itunes:episode>9</itunes:episode>
    <itunes:episodeType>full</itunes:episodeType>
    <itunes:explicit>false</itunes:explicit>
  </item>
  <item>
    <itunes:title>Real assets: Terra firma in a volatile year</itunes:title>
    <title>Real assets: Terra firma in a volatile year</title>
    <itunes:summary><![CDATA[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] Relev...]]></itunes:summary>
    <description><![CDATA[<p>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.<br/><br/>© 2025 Macquarie Group Limited [4345761]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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.<br/><br/>© 2025 Macquarie Group Limited [4345761]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
    <enclosure url="https://www.buzzsprout.com/2100341/episodes/11923386-real-assets-terra-firma-in-a-volatile-year.mp3" length="16367125" type="audio/mpeg" />
    <itunes:author></itunes:author>
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    <itunes:summary><![CDATA[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] Relevant disclaimers and other information can be found here. ]]></itunes:summary>
    <description><![CDATA[<p>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.<br/><br/>© 2025 Macquarie Group Limited [4345708]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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.<br/><br/>© 2025 Macquarie Group Limited [4345708]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
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    <itunes:summary><![CDATA[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] Relevant disclaimers and other information can be found here. ]]></itunes:summary>
    <description><![CDATA[<p>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.<br/><br/>© 2025 Macquarie Group Limited [4345812]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></description>
    <content:encoded><![CDATA[<p>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.<br/><br/>© 2025 Macquarie Group Limited [4345812]</p><p>Relevant disclaimers and other information can be found <a href='https://www.macquarieim.com/pathways'><span style=''>here</span></a>.</p>]]></content:encoded>
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    <pubDate>Thu, 04 Aug 2022 05:00:00 -0400</pubDate>
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