Join the upcoming webinar about our mid-year investment outlook as we revisit early 2023 views, analyze market shifts that have created exciting opportunities, and chart a course for the future.
Register now to hear our panel of experts discuss:
- Soft landing, hard landing, or no landing – why we think we are on the cusp of mild recessions in the developed world.
- Inflation is falling but is it falling fast enough? Learn about the implications for central banks and bond markets.
- Why earnings downgrades in listed equities haven’t occurred yet but could be just around the corner.
- Infrastructure – why it’s the right horse for the current course.
You will have the opportunity to submit a question for our panelists when you register, and a replay will be available shortly after the webinar concludes.
Register now – Americas and EMEA
Wednesday, July 26, 2023 • 11:00am EDT | 4:00pm BST
Register now – ANZ and APAC
Wednesday, July 26, 2023 • 12:00pm HKT | 2:00pm AEST
Gillian Evans
Managing Director
Client Solutions Group
Moderator
Karl Kuchel
Senior Managing Director
Head of Infrastructure
Americas Chief Executive Officer
Macquarie Infrastructure Partners Inc.
John Leonard
Senior Managing Director
Head of Equities
Brett Lewthwaite
Executive Director
CIO and Head of Fixed Income
For investment professional and institutional investor use only. Not for use with the public.
Investing involves risk, including the possible loss of principal.
Past performance does not guarantee future results.
This webinar is for informational purposes only. Please see the registration page for additional information and risk disclosures.
The views expressed represent the investment team’s assessment of the market environment as of the date indicated and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice.
Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is a full-service asset manager offering a diverse range of products across public and private markets including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and asset finance. The Public Investments business is a part of MAM and includes the following investment advisers: Macquarie Investment Management Business Trust (MIMBT), Macquarie Funds Management Hong Kong Limited, Macquarie Investment Management Austria Kapitalanlage AG, Macquarie Investment Management Global Limited, Macquarie Investment Management Europe Limited, and Macquarie Investment Management Europe S.A.
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