Macquarie Asset Management’s Post

The transport sector may require as much as $US25 trillion in capital investment to decarbonise, highlighting the size of opportunity for investors. In our latest edition of Pathways, we explore investor implications on decarbonising the global transport sector. Read more: https://macq.co/6045c1qH9

With many seeming to embrace the view that the economic landscape is structurally different, Issue 02 of our Strategic Forum questions the notion of a brave new “fiscal” world: Will economic growth remain resilient? Will US fiscal-funded industrial policy remain elevated and supportive?  Explore our Fixed Income Strategic Forum 2024 | Issue 02: https://macq.co/6000ihhtE

Episode 1 of our Pathways podcast series on global transport explores the decarbonization of road transport and shipping. Learn from experts Yufei Zhang and Audrey Lee as they discuss the future of electric vehicles, green shipping fuels, and investment opportunities on the path to net zero. Listen now: https://macq.co/6040iZ2ak Apple: https://macq.co/6041iZ2aZ Spotify: https://macq.co/6042iZ2aw

‘…competition is healthy. There is business for everyone…’ Recently, Macquarie Asset Management Group Head Ben Way spoke with Diario EL PAÍS about why we're excited about the future of Spanish infrastructure investment. Read more about how we're working with our local client base to support essential services across Spain, and our outlook for the global asset management industry. https://macq.co/6044ipMCg

Recently, our Private Markets Global Investor Meeting saw us bring together almost 400 clients and colleagues in Barcelona. Across three days, we discussed how, as the world’s largest infrastructure investor, we’re connecting our clients to key growth thematics shaping the world of tomorrow: • Our 105 GW portfolio of green energy assets* is helping to meet the insatiable demand for power from industry and corporates. • With 93 sites across 14 markets, our data centre portfolio is supporting the exponential growth in data consumption driven by AI and digitalisation. • And as we observe higher for longer interest rates, exciting opportunities across our Private Credit offering continue to emerge. Thank you to all the clients who were able to join us in person. Together, we’re investing to deliver positive impact. #GIM24 *On our balance sheet or under Macquarie management as at 31 March 2024. Represents MAM portion only, not Macquarie. GW of green energy assets reflect 100% generating capacity of each asset, not the proportion owned/managed by Macquarie. Excludes lending and private credit funds. Split by life cycle stage: 91 GW in development; 2 GW under construction; 12 GW currently operating. Refer to Macquarie’s FY2024 Basis of Preparation for ESG Reporting for the definition of ‘green energy assets’.

The expansive investment opportunities covered by infrastructure debt, backed by credit’s stability, creditworthiness and growth potential, has made infrastructure debt a high performing infrastructure investment in recent years.  Read more: https://macq.co/60069QwMn

The aviation sector has seen rapid growth but remains one of the most challenging sectors to decarbonise. In our latest edition of Pathways, we examine the key investment considerations, promising advancements and the long runway ahead to significantly reduce carbon emissions. Read more: https://macq.co/6004gFmsm