ASX:MQGCapital Markets
Is Macquarie’s Portfolio Shift and Private Funding Activity Recasting Its Risk Narrative for ASX:MQG?
In recent weeks, Macquarie Group has adjusted its portfolio by reducing stakes in smaller listed firms such as Elsight and Jumbo Interactive, while its asset management arm continued funding activities through facilities like Applied Digital’s preferred equity drawdown.
These moves, combined with ongoing interest in Macquarie’s funding strategies and an upcoming operational update, highlight how the group is rebalancing risk, capital deployment, and regulatory scrutiny across its banking and...