• 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

• 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, Macro, Commodities, Sustainability

• 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, Private Markets, Fixed Income

• 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

• 04 Dec 2025

Reflecting on our recent Strategic Forum discussions, it is over a year since we first identified the gradual - and then sudden - shift toward ‘national priorities’. Our previous note, ‘An erosion...

By Macquarie In Industry, Portfolio Construction

• 03 Oct 2025

The exponential growth in energy storage globally in recent years reflects the rising need for flexible and dispatchable capacity to complement renewable generation.

By Macquarie In Equities, Commodities, Sustainability

• 29 Sep 2025

Explore how private equity investments in infrastructure-adjacent companies offer insurers balanced returns and reduced portfolio volatility.

By Macquarie In Private Markets, Equities, Portfolio Construction