Macquarie Natural Resources Fund Q3 2025 Commentary
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Macquarie Asset Management24 FollowersFollow5ShareSavePlay(19min)CommentsSummaryFor 3Q25, Macquarie Natural Resources Fund Institutional Class shares rose, and outperformed the Fund’s benchmark, the S&P Global Natural Resources Index (net), which also rose.Solar energy remains an attractive and increasingly vital subsector within the broader power market, and we believe it will play a crucial role in meeting the rapidly growing demand for electricity.In the oil markets, our prediction that OPEC+ would return most of its spare capacity to the market has materialized. Andrii Dodonov/iStock via Getty Images Market review Global markets surged during 3Q25, primarily fueled by strong growth stock performance. Investors responded positively as the anticipated inflationary impact of tariffs appeared to be minor. Enthusiasm for advancements in artificial intelligence (AI) and related infrastructure furtherThis article was written byMacquarie Asset Management24 FollowersFollowMacquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is an integrated asset manager across public and private markets offering a diverse range of capabilities, including real assets, real estate, credit, equities and multi-asset solutions. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MAM distributes, offers, or advises. Investment advisory services are provided to the Delaware Funds by Delaware Management Company, a series of Macquarie Investment Management Business Trust (MIMBT), a Securities and Exchange Commission (SEC) registered investment adviser.
The Delaware Funds are distributed by Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA) and an affiliate of MIMBT. Note: This account is not managed or monitored by Macquarie Asset Management, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use the Macquarie Asset Management's official channels.