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 Multi-Asset Team, on navigating today’s volatile investment landscape. They discuss persistent geopolitical tensions, rising protectionism, and lingering inflation concerns that are shaping market dynamics. Explore Macquarie's multi-asset capabil...
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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 Multi-Asset Team, on navigating today’s volatile investment landscape. They discuss persistent geopolitical tensions, rising protectionism, and lingering inflation concerns that are shaping market dynamics. Explore Macquarie's multi-asset capabil...
What emerging trends and innovations should investors look for in the real estate and infrastructure sectors in 2025? Tune in for a conversation with Macquarie Asset Management’s Head of Research Daniel McCormack, Head of Real Estate Strategy David Roberts, and Global Infrastructure Strategist Aizhan Meldebek. They discuss the main drivers of growth next year, namely healthy GDP growth and falling interest rates, and where they see potential opportunities and risks. Explore Outlook 2025 and ...
Pathways
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 Multi-Asset Team, on navigating today’s volatile investment landscape. They discuss persistent geopolitical tensions, rising protectionism, and lingering inflation concerns that are shaping market dynamics. Explore Macquarie's multi-asset capabil...
