With inflation and interest rates remaining sticky, and the intersection of infrastructure and private credit greater than ever before, infrastructure debt may be experiencing a revival. Our latest Pathways podcast delves into the transformation of infrastructure debt over the past 15 years, highlighting how it has become a critical component of private credit portfolios.

Join speakers Daniel McCormack, Harlan Cherniak, and Gurjit Orjela for an insightful discussion on the current state and outlook of infrastructure debt. Their conversation sheds light on the evolution of infrastructure debt, from traditional sectors like bridges and utilities to newer areas such as digital infrastructure, decarbonisation, and emerging technologies. The strategy’s potential for attractive risk-adjusted returns and diversification benefits may also make infrastructure debt a valuable addition to a diversified portfolio in today's high-rate environment.

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A discussion between Daniel McCormack, Head of Research at MAM, and Larry Hu, Head of China Economics at Macquarie’s Commodities and Global Markets division highlights key themes and takeaways from the National People’s Congress that took place in March – an important political gathering in China where Premier Li Qiang addressed a wide range of issues including economic policies, social reforms and international relations.

© 2024 Macquarie Group Limited [3543598]

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When we met for the first Strategic Forum of 2024, the focus was on the notion of whether "To hold or to fold?" on to our economic outlook views. Issue 01 explores the potential scenarios facing fixed income investors at the start of another year.

Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01.

© 2024 Macquarie Group Limited [3377351]

Relevant disclaimers and other information can be found here.