Noah Wealth Sharing: The Business Philosophy of Macquarie, the 'Pioneer in Infrastructure Investment'

The continuous advancement of artificial intelligence (AI) large language models—such as DeepSeek—has ignited wave after wave of enthusiasm, not only driving technological progress but also drawing significant attention to digital infrastructure. After all, the development of digital technologies relies fundamentally on supporting energy infrastructure—including electricity. Since the early 20th century, global energy consumption has surged dramatically. With the rapid evolution of AI technologies, growing electricity demand from industry and populations, and the global push toward a ‘net-zero carbon’ vision, investment prospects for renewable energy continue to improve. When discussing energy infrastructure, no one can overlook Macquarie Group. Headquartered in Australia, Macquarie Group is a diversified financial services group engaged in asset management and finance, banking, advisory services, and risk management—providing capital solutions across debt, equity, and commodities. As of March 31, 2024, Macquarie operates across 34 markets worldwide with over 20,600 employees and is listed on the Australian Securities Exchange. Since its founding, Macquarie has achieved profitability for 55 consecutive years—through March 2024. It possesses extensive experience in infrastructure project investments, and its Macquarie Asset Management was named the world’s top infrastructure investment manager by IPE Real Assets in July 2024. 1. Visionary Insight, Sustaining Global Leadership On December 10, 1969, Hill Samuel Limited Australia opened in Sydney with just three employees—but with an ambitious vision to deliver international-standard advisory and investment banking services to the Australian market. Fifteen years later, it obtained an Australian banking license under the name Macquarie Bank Limited, marking the official launch of Macquarie Group. Since 1985, Macquarie has actively expanded internationally, establishing offices in London, Munich, New York, Hong Kong, Beijing, and other cities—gradually building a global business network. On July 29, 1996, Macquarie went public on the Australian Securities Exchange—a milestone that significantly strengthened its capital base and market influence, laying a solid foundation for its international growth. Thereafter, Macquarie rapidly broadened its business scope—establishing a formidable market position especially in infrastructure and commodities. Macquarie’s success lies in leveraging professional expertise and technology to focus on markets delivering tangible value—and flexibly adapting to the unique demands of diverse global markets. 2. Precise Strategic Deployment: Four-Year Valuation Increase of Eightfold Among Macquarie’s most notable investments are various types of public infrastructure. Beyond traditional projects such as ports, airports, highways, and water treatment plants, Macquarie has also keenly identified the immense investment potential in new infrastructure—particularly data centers, which have grown rapidly in recent years. AirTrunk—claiming to operate Asia-Pacific’s largest data center platform—was founded in Australia in 2015 by Robin Khuda. In April 2020, Macquarie Asset Management partnered with Canadian PSP Investments to acquire an 88% stake in AirTrunk at a valuation of AUD 3 billion—injecting new vitality into the company.

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Moving forward, Mr. Li Honggui will be based permanently in Hong Kong to support Macquarie Capital’s existing operations across the Greater China region. According to comprehensive research and compilation by IIR, Macquarie Group is the leading financial institution in Australia. It listed on the Australian Securities Exchange (ASX: MQG) in 1996 and currently comprises four core business divisions: Macquarie Asset Management (MAM), a global asset management firm; Banking and Financial Services (BFS), covering retail banking, wealth management, and commercial banking; Commodities and Global Markets (CGM), spanning commodities, foreign exchange, fixed income, credit, and futures; and Macquarie Capital—providing corporate finance advisory and capital markets services to corporations and governments. Its operations span 34 regions globally, with approximately 23,600 employees. Based on Macquarie Group’s latest Annual Report for FY2024 (released May 3, 2024), as of March 31, 2024, the Group’s assets under management totaled AUD 938.3 billion (approximately USD 618.9 billion or RMB 446.52 billion)—a 7% increase year-on-year. In FY2024, Macquarie Group reported net operating revenue of AUD 16.887 billion (66% of which came from international operations), down 12% year-on-year; and net profit of AUD 3.522 billion, down 32% year-on-year (the decline attributed to factors including reduced asset realization rates in green investments and abnormal volatility in commodity markets). Among the four business divisions, only Macquarie Capital delivered strong, counter-cyclical performance—contributing AUD 1.051 billion in net profit, up 31% from AUD 801 million in FY2023. Per IIR’s review of Macquarie Capital’s official website and supplementary research, Macquarie Capital functions as a global financial advisor, investor, and developer. It currently maintains offices across 11 Asian locations (Mainland China, Hong Kong, India, Indonesia, Japan, Malaysia, the Philippines, Singapore, South Korea, Taiwan, and Thailand). Its team—comprising approximately 1,600 professionals—covers 12 key sectors: aerospace and government services; consumer, gaming, and leisure; critical minerals and energy; financial institutions; healthcare; green energy; infrastructure; industrials; real estate; services; technology; and telecommunications & media. Yet its greatest strength remains infrastructure and energy/energy transition—evidenced by Macquarie Capital ranking first globally in energy transition advisory transaction volume (by value) in early 2024, per inspiratia.

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Macquarie Group reported record annual profits driven by its Commodities division as oil prices surged past $100 per barrel. The CGM segment income jumped nearly 50% due to increased client hedging and trading activity in global oil and gas markets.

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