• 01 Jun 2026

Real estate investors are pivoting to specialist residential sectors as supply, demographics and rates reshape risk-return dynamics across markets, say Macquarie Asset Management’s Erin Ledger-Beau...

By Macquarie In Private Markets, Equities, Thematic / Megatrends, Fixed Income, Industry

• 28 Apr 2026

What’s really happening in private credit markets? There’s emerging stress in some sectors alongside more resilient opportunities in infrastructure debt.

By Macquarie In Private Markets, Equities, Fixed Income

• 16 Apr 2026

Infrastructure adjacent companies provide services, technologies and products that support the operation, safety and performance of infrastructure assets. They form part of the broader infrastructu...

By Macquarie In Private Markets, Equities

• 13 Apr 2026

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 th...

By Macquarie In Industry, Equities, Commodities, Portfolio Construction, Macro

• 02 Feb 2026

Vacancy shifts, land scarcity and automation pressures are reshaping markets around the world, say Macquarie Asset Management’s Julia Huang, James Bechely-Crundall and James Besson

By Macquarie In Sustainability, Thematic / Megatrends, Industry

• 29 Jan 2026

Global infrastructure strategist, Aizhan Meldebek, summarizes insights, including a finding that infrastructure valuation multiples have a negative relationship with interest rates and a positive r...

By Macquarie In Private Markets, Fixed Income, Macro

• 08 Dec 2025

From a thematic standpoint, while we continually test our assumptions in light of the evolving macro backdrop, we retain our long-term conviction in the four core themes of demographics, digitalisa...

By Macquarie In Portfolio Construction, Thematic / Megatrends, Hedge Funds, Industry, Equities

• 08 Dec 2025

We expect 2026 to be another constructive year for investors. Despite heightened trade tensions, shifting supply chains and challenging fiscal backdrops, global growth remains resilient while AI is...

By Macquarie In Hedge Funds, Thematic / Megatrends, Equities, Macro, Portfolio Construction

• 05 Dec 2025

This time last year our mantra was ‘plan for growth, prepare for volatility’, a thesis that  has borne out as the global economy and markets ultimately shrugged off a number of  disruptive events,...

By Macquarie