Nick Coxon and Ben Taylor of Macquarie Asset Management join host Stewart Foley, CFA, to discuss why infrastructure debt and equity are attracting insurers, how the asset class can support inflation protection and liability-aware portfolios, and where new opportunities are emerging.
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We believe there is a significant investment opportunity in the infrastructure ecosystem, driven by, among other factors, an estimated $US7.6 trillion investment gap in the US alone.
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While wind and solar remain compelling renewable energy sources, meeting the escalating demands of the digital economy will also necessitate significant investments in energy storage, grid modernization, and diversified energy solutions. Despite advancements in efficiency, power demand is expected to grow substantially due to the rapid expansion of data centres.
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2Q 2025 commenced with heightened volatility in equity markets but demonstrated a swift recovery, overcoming trade concerns, geopolitical tensions in the Middle East and associated energy market disruptions. As we move into the second half of the year, the confluence of macroeconomic, monetary, fiscal, trade, and geopolitical dynamics continues to be a significant driver of market volatility. We are cautiously optimistic about the outlook for emerging markets, despite the possibility of near-term volatility due to uncertainty over tariffs.
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Our first Strategic Forum of 2025 provided an opportunity to pause, take a breath, and reflect on the recent volatile markets and economies. This forum, grounded in deep research and robust debate, centered on the fact that we are encountering significant change in global priorities and perhaps the global world order. This shift toward national interests is accompanied by, or indeed requires, a similarly meaningful shift toward a fiscal-led era. However, for many major economies, the starting fiscal position is already challenged, raising concerns of debt sustainability, exacerbated by a high cost of capital and lingering inflation fears. If these critical themes were not enough for markets to grapple with, the heavy-handed execution has also stirred an erosion of trust that, in turn, raises the risk of a reallocation to, or at least reevaluation of, unconscious, overweight positions in US markets. What happens when a policy of musts risks being trumped by an erosion of trust?
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Hydrogen’s clean-burning properties and numerous potential applications give it the potential to play an outsized role in the move towards a low-carbon global economy. But there are challenges on the road to hydrogen adoption. These include prohibitive costs, infrastructure needed to transport it, and competition from other decarbonisation options.
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In-depth analysis of 1Q25 results and a comprehensive outlook on equity markets and how to navigate the evolving landscape in 2025.
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In 2025, the financial industry is seeing a significant shift towards a more nuanced approach to evaluating environmental, social, and governance (ESG) factors in sovereign debt analysis, particularly for emerging markets. Unlike corporate entities, sovereign states have unique factual and ethical differences that necessitate a tailored ESG assessment. For example, social and governance scores for sovereigns correlate with credit quality, whereas corporate ESG scores do not. Additionally, while it is acceptable for corporations to fail, the collapse of sovereign states can lead to significant socioeconomic costs. As a result, models have been developed to adjust social and governance scores based on a country's level of development and consider changes in income-adjusted ESG scores as reflections of effort, ensuring that poorer countries are not penalized for low environmental scores.
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Explore how adding private infrastructure equity to an investment portfolio can help expand the efficient frontier.
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The secondaries market presents opportunities for investors to gain immediate exposure to seasoned and high-quality infrastructure assets.
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Explore the credit mechanisms that make infrastructure debt an attractive asset class, including the potential for attractive yields and portfolio stabilization.
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The rapid expansion of artificial intelligence (AI) and cloud computing is driving unprecedented demand for data centres, positioning the sector as one of the most exciting investment opportunities. As the foundation of the digital transformation, data centres offer investors compelling opportunities for growth, resilience, and long-term value creation.
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Historically, Asia-Pacific (APAC) has demonstrated rapid economic growth, outpacing the Group of Seven (G7) nations and showing strong potential to maintain this trend. Key drivers of this growth include catch-up productivity improvements, institutional development, and favourable demographic trends in areas such as South Asia.
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US President-elect Donald Trump and the Republican control of both houses of Congress is expected to have significant economic and policy implications, particularly for renewable energy. In a recent webinar, we explore the potential impacts for investors and discuss why we continue to believe the US energy transition sector is a compelling investment.
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Nick Coxon and Ben Taylor of Macquarie Asset Management join host Stewart Foley, CFA, to discuss why infrastructure debt and equity are attracting insurers, how the asset class can support inflation protection and liability-aware portfolios, and where new opportunities are emerging.
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In 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 markets.
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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.
Read More*All figures as of 31 March 2026.