Market Perspectives: Into the turn – investment outlook for the second half of 2023

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.

Wednesday, July 26, 2023 • 11:00am EDT | 4:00pm BST

Wednesday, July 26, 2023 • 12:00pm HKT | 2:00pm AEST

Gillian Evans
Managing Director
Client Solutions Group

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.

Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this document is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.

© 2023 Macquarie Group Limited

[2987108] 7/2023

Macquarie Asset Management
Macquarie Asset Management

Macquarie Asset Management is a global asset manager that aims to deliver positive impact for everyone. We are trusted by institutions and individuals to manage more than $US581.89 billion in assets globally, investing responsibly to generate long-term value and drive positive outcomes in the communities in which we operate. We provide access to specialist investment expertise across public and private markets including infrastructure, green investments, real estate, agriculture & natural assets, asset finance, private credit, equities, fixed income and multi asset solutions. Macquarie is one of the world's largest managers of infrastructure assets and has decades of experience working with insurance companies to design, develop and implement custom solutions for insurers. (All figures as at 31 March 2023)

Paul Ames
Managing Director
215 837-3193

Ping Li
Senior Vice President
Insurance Strategy Lead

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