Perspectives

In this episode, we're joined by Tracey Macdonald, Macquarie's Global Head of Business Services, and Andrew Burdick, Macquarie's Global Design Director, to discuss how workplace design can help foster innovation, collaboration and create equitable experiences within an organisation. Learn more about Macquarie's global workplaces at: macquarie.com/insights Relevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we're joined by Ric Deverell, Macquarie's Chief Economist and Head of Net Zero, to discuss the economic landscape, what the next 12 months might have in store and how economic outlooks are forecast, given the unique nature of the current environment. Learn more about Macquarie's market commentary at: macquarie.com Relevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we're joined by Maia Mathieson and Gerald Rushton from the Quantitative Investment Strategies team within Macquarie's Commodities and Global Markets business. Maia and Gerald discuss how the roots of quantitative investment strategies lie in academia and how these strategies strike a compelling balance between human judgement and technology. Learn more about Macquarie's quant capabilities at: macquarie.com Relevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we're joined by John Pickhaver, Head of Infrastructure & Energy Capital for Macquarie Capital in the Americas, and Karl Kuchel, Head of Infrastructure for Macquarie Asset Management's Real Assets business in the Americas, to discuss the role of private capital in helping strengthen the infrastructure of today and plan for the needs of tomorrow. Learn more about the Macquarie's infrastructure projects at:   macquarie.com Relevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we sit down with Chad Beynon, Macquarie Capital's Head of US Research, to explore the consumer and market trends influencing the travel, leisure and gaming sectors. Following Macquarie's eighth Consumer Bright Ideas Conference, which brings together investors and businesses at the forefront of technological change to share ideas and near-term views on what's ahead, Chad discusses some of the key factors driving these sectors and why consumer demand remains resilient despite uncertain market conditions. Learn more about the Equities Research team: https://www.macquarie.com/us/en/about/company/macquarie-capital/macquarie-equity-research.html Relevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, our host Alyssa McMahon from Macquarie's Corporate Affairs team is joined by David Doyle, Macquarie's Head of Economics. David and Alyssa discuss the slowdown in global economic growth, focussing on the US, where the Federal Reserve is working to bring down surging inflation without sending the world's largest economy into recession. As well as exploring US consumer sentiment and changing spending patterns, they look at where the housing and labour markets are headed and what an economic slowdown might mean for the energy transition.Relevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, our host Lisa Jamieson from Macquarie's Corporate Affairs team, is joined by Kate Vidgen, Head of Industrial Transition and Clean Fuels at Macquarie's Green Investment Group, and Elizabeth O'Leary, Head of Agriculture and Natural Assets at Macquarie Asset Management.Together they discuss the factors accelerating the need for climate change mitigation and how their teams are working on some very different ways of helping businesses keep their commitments to decarbonisation. Considering topics ranging from farming to shipping, they highlight how no one solution fits all – and as a result, decarbonisation pathways can be achieved through a variety of new and innovative methods.Relevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we explore the ever-growing intersection between technology and commodities and how the rise of the Internet of Things (IoT) has opened up new ways for commodity-aligned businesses to increase transparency, improve efficiencies, and better serve their customers, by making greater use of real-time data and analytics.Our host, Laura Bramwell from Macquarie's Corporate Affairs team, is joined by David Thambiratnam, CEO, and Sean Birrell, Co-Founder and CTO, of Veridapt. A global industrial IoT and fintech business, Veridapt develops hardware and software solutions that bridge the physical and the digital to help its clients efficiently measure and monitor commodity inventories, mitigate operational risk and achieve decarbonisation ambitions.Macquarie Group holds an equity interest in Veridapt. Veridapt recently joined us at the 2022 Macquarie Technology Summit - this conversation builds on that discussion.Learn more about the 2022 Macquarie Technology Summit and our tech-related insights: https://www.macquarie.com/perspectives/macquarie-technology-summit.htmlRelevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we explore the work and impact of the Macquarie Group Foundation – the philanthropic arm of Macquarie Group. Our host Lisa George, Global Head of the Macquarie Group Foundation is joined by Erin Shakespeare, the Global Head of Philanthropy for the Foundation.Together, they discuss some of the initiatives and causes supported by the Foundation including humanitarian support for Ukraine, the COVID-19 donation fund and the ways in which the Foundation encourages staff to give back by contributing their service, leadership and financial support to the causes and community organisations they feel passionately about.Next month, the Foundation will release its annual review which further details the work we do to support the communities in which we live and work.Learn more about the Macquarie Group Foundation: macquarie.com/about/communityRelevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we explore the world of asset allocation and its role in balancing risk and return within investment portfolios. Our host Kristen Edmond, Head of Macquarie's Equity Research team in Australia and New Zealand, is joined by Macquarie alumnus, Tanya Branwhite, Head of Portfolio Construction for TCorp - the investment and financial management arm of the New South Wales Government in Australia.Together, they discuss the evolution of asset allocation in the face of changing market dynamics and the growth in data availability, and how Tanya approaches the responsibility of overseeing 14 portfolios, which equates to $A110 billion in funds under management, on behalf of Australia's most populous state. The conversation traverses the asset allocator and fund manager relationship, the impact of ESG, and the opportunity for future innovation in this space. This episode stems from a panel discussion on the same topic at Macquarie's Australia Conference.Learn more about the event: macquarie.com/perspectives/australia-conferenceRelevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we explore the rapid growth of ecommerce in China, which has the largest online retail market in the world.Our host Jake Lynch, Head of Research in Macquarie Capital's Asia Equity Research team, is joined by Ellie Jiang, the team's internet analyst who specialises in ecommerce, online travel and the media industry. Together, they discuss some of the key drivers behind the market's growth and the role that ecommerce continues to play during ongoing waves of COVID-19.Learn more around Macquarie's Asia Equity Research team: https://www.macquarie.com/about/company/macquarie-capital/macquarie-asia-equity-research.htmlRelevant disclaimers and other information can be found here: macquarie.com/disclosures

In this episode, we explore the key themes set to shape the investment landscape and performance of key asset classes in the year ahead – building on those outlined in Macquarie Asset Management's Outlook 2022 report. We also discuss how the asset management sector is stepping up to play an increasingly important role in tackling climate change - and how the COVID-19 pandemic continues to shape our world, uncovering what the “new normal” might look like for investors and asset managers.Amanda Mitchell, Head of Corporate Affairs for Macquarie Asset Management leads the discussion and is joined by Ben Way, Group Head of Macquarie Asset Management and Daniel McCormack, Macquarie Asset Management's Senior Economist.Read the full 2022 Outlook report: https://www.macquarie.com/au/en/about/company/macquarie-asset-management/outlook-2022.htmlPlease note, this episode and the Outlook 2022 report were created prior to the invasion of Ukraine.Relevant disclaimers and other information can be found here: macquarie.com/disclosures

International Women's Day is an opportunity to recognise and celebrate the social, economic, cultural, and political achievements of women and girls around the world, as well as to think about the ways we can accelerate the change needed to build a better, more equitable future.In this episode, Macquarie leaders draw on their own experiences to discuss what we can all do to create a more equitable, sustainable future, along with exploring the parallels between the work needed to deliver gender equity and environmental sustainability.Kylie Fuller, Global Head of Diversity, Equity and Inclusion is joined by Shemara Wikramanayake, Macquarie Group's Managing Director and CEO; Verena Lim, CEO of Asia and a Senior Managing Director in Macquarie Asset Management; and Vanessa Lenthall, Head of Energy Finance and Global Head of Mining Finance in our Commodities and Global Markets group.Relevant disclaimers and other information can be found here: macquarie.com/disclosures