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Artwork for Pathways
Private Credit
Digitalization
Macquarie Asset Management
Direct Lending
Infrastructure Debt
Inflation
Energy Transition
Economic Growth
Decarbonization
Fiscal Policy
Electric Vehicles
Transport Sector
Interest Rates
Clean Energy
Trump Tariffs
China
Middle Market Companies
Market Volatility
Renewable Energy
Central Banks

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 ... more

PublishesMonthlyEpisodes27Founded3 years ago
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Artwork for Pathways

Latest Episodes

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... more

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 posi... more

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 t... more

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... more

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Host

Daniel McCormack
Head of Research at Macquarie Asset Management, Daniel provides insights on various topics related to macroeconomics and private markets.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#73
Singapore/Business/Investing
Apple Podcasts
#208
Singapore/Business

Talking Points

Recent interactions between the hosts and their guests.

Global transport sector: On the road to net zero
Q: What are some of the challenges in terms of decarbonizing the shipping sector?
The main challenge is the variety of options to decarbonize, which complicates consensus and investment decisions, alongside the need for substantial infrastructure and regulations for new fuels like ammonia.
Global transport sector: On the road to net zero
Q: What options do we have to remove CO2 emissions from shipping?
The main options include greener shipping fuels such as LNG, biofuels, methanol, and ammonia, as well as carbon capture technologies.
Global transport sector: On the road to net zero
Q: Can you provide an overview of where we are on the global EV rollout?
There has been a surge in EV sales, with over 50% growth in the last five to six years, although there's a slowdown recently. The current global average of EV share of passenger vehicles is around 18%.
Trump tariffs and regime shift
Q: What does this mean for US manufacturing in the long term?
It may lead to improvements in the manufacturing base due to the focus on revitalizing jobs.
Trump tariffs and regime shift
Q: Is this bad news for China?
Yes, the sanctions create significant headwinds for China's economy, but they are pivoting to focus on emerging markets.

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Frequently Asked Questions About Pathways

What is Pathways about and what kind of topics does it cover?

This podcast features conversations that explore innovative insights into real assets, private markets, and macroeconomics, tailored for a global audience of institutional investors. The discussion covers various aspects of investment strategy, including direct lending, the impact of government policies on economies, and market trends in real estate and infrastructure. Notable episodes examine the implications of tariffs on trade, the future of fixed income investing, and the challenges posed by climate change in sectors like aviation. This content is particularly beneficial for listeners seeking deep analysis and nuanced perspectives on investment opportunities in the evolving financial landscape.

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What are the audience demographics for Pathways?

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How many subscribers and views does Pathways have?

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Which podcasts are similar to Pathways?

These podcasts share a similar audience with Pathways:

1. The Money Café with Alan Kohler

How many episodes of Pathways are there?

Pathways launched 3 years ago and published 27 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Pathways?

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