Pathways Podcast podcast artwork
Business

Pathways Podcast

by Macquarie Asset Management

Chart positions today · United States

Not on the United States charts we track today.

If you like Pathways Podcast, try…

Latest episodes

  • Engage the core: A stabiliser in a sturdy portfolio

    October 26, 2026 · 37 min

    Core infrastructure has delivered an annualised return of 9.9% since March 2008, with volatility closer to bonds than to equities. So how much of a portfolio should it occupy?  In this episode of Pathways, Daniel McCormack, Head of…

  • Second(aries) to none: The springboard for private markets

    September 28, 2026 · 37 min

    Private capital secondaries have gone from a niche liquidity tool to an asset class in their own right — and within secondaries, infrastructure is the fastest-growing corner of the market. In this episode of Pathways, Daniel McCormack…

  • Power struggle: Why the grid can’t keep up

    August 31, 2026 · 27 min

    For decades, the grid was the most boring, unseen part of the energy conversation — until now. In this episode of Pathways, Daniel McCormack, Head of Research at Macquarie Asset Management, is joined by Audrey Lee, Research Analyst and…

  • How attractive are private infrastructure valuations right now?

    July 28, 2026 · 30 min

    In this episode of Pathways, Daniel McCormack is joined by Aizhan Meldebek, Macquarie Asset Management’s Global Infrastructure Strategist, to unpack the findings from her updated research on private infrastructure valuation multiples…

  • AI and infrastructure: separating the signal from the noise

    July 7, 2026 · 30 min

    AI dominates every conversation with infrastructure investors right now, but most of the commentary is either too breathless or too dismissive. In this episode of Pathways, Daniel McCormack, Head of Research at Macquarie Asset Management…

Show 7 more episodesShow fewer episodes
  • Infrastructure adjacencies: the specialist second layer

    May 25, 2026 · 32 min

    Everyone talks about infrastructure as the assets you can see—grids, renewables, transport and digital. But there’s a second layer many investors overlook: the specialist service companies that build, maintain, test, secure, and modernise…

  • Private Credit at a crossroads?

    April 27, 2026 · 30 min

    In this episode of Pathways, Daniel McCormack is joined by Harlan Cherniak, Head of Infrastructure Debt and Co‑Head of Private Credit in the Americas at Macquarie Asset Management, to explore what’s really happening in private credit…

  • Middle East tensions and investment implications for infrastructure

    April 13, 2026 · 33 min

    In this episode of Pathways, Daniel McCormack, Head of Research at Macquarie Asset Management, is joined by Liam Auer from the utilities investment team to discuss the investment implications of the current conflict in the Middle East…

  • Investing across asset classes in a shifting world

    July 8, 2025 · 34 min

    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…

  • An erosion of trust in an era of national policy musts?

    June 12, 2025 · 41 min

    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…

  • Opportunities in direct lending

    April 8, 2025 · 27 min

    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…

  • Trump tariffs and regime shift

    March 19, 2025 · 38 min

    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…

Full episode archive on Apple Podcasts →

About the show

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]