Pathways Podcast
Today: #112 in Business, Philippines on our combined chart.
Chart positions today · United States
Not on the United States charts we track today.
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Ranking history · United States
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How attractive are private infrastructure valuations right now?
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Infrastructure adjacencies: the specialist second layer
May 25, 2026 · 32 minEveryone 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…
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Private Credit at a crossroads?
April 27, 2026 · 30 minIn 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…
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Middle East tensions and investment implications for infrastructure
April 13, 2026 · 33 minIn 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…
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Investing across asset classes in a shifting world
July 8, 2025 · 34 minThis 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…
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An erosion of trust in an era of national policy musts?
June 12, 2025 · 41 minThere 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…
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Opportunities in direct lending
April 8, 2025 · 27 minDirect 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…
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Trump tariffs and regime shift
March 19, 2025 · 38 minIn 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…

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