Biography
He has been with Macquarie for ten years. Paul’s work on AI‑driven data center demand, energy and power thematics, and global card networks and payments ecosystems has been franchise‑leading, building on earlier experience covering consumer and leisure sectors. His leadership and insight in the digital assets space contributed to his recognition as one of Business Insider’s 2021 Rising Stars of Equity Research. Paul’s thematic research spans the evolution of AI and IoT, vertically integrated e‑commerce and small‑business platforms, the convergence of payments and leisure marketplaces, and the energy and renewables transition driven by new compute‑related base loads, placing him at the forefront of institutional discussions on the next phase of global technology and infrastructure evolution.