Think Again: Recent Episodes
Macquarie Asset Management
Think you’re ready for what’s around the corner in our business? We invite you to “Think Again” with Macquarie’s new podcast series. From the portfolios to the people you manage, let our experts be your resource for fresh ideas and innovative insights that will keep you thinking, brought to you by Macquarie Asset Management and Delaware Funds® by Macquarie. Delaware Funds by Macquarie refers to certain investment solutions offered by Macquarie Asset Management in the US. This page does not promote any mutual fund product or service. All audio, artwork, episode descriptions and notes are the property of Macquarie Asset Management, for Think Again, and published with permission by Buzzsprout. © 2022 Macquarie Group Limited
Despite global trade uncertainties, emerging markets are gaining attention and sparking investor interest. Alexis Freyeisen, Senior Client Portfolio Manager, discusses the key factors driving these opportunities, from the transformative impact of technology to the importance of timing in this dynamic landscape.
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As the One Big Beautiful Bill makes its way through Washington, Whitney Sweeney, Senior Client Portfolio Manager at Macquarie Asset Management, discusses the potential implications on the municipal bond market and what opportunities lie ahead for fixed income investors.
©2025 Macquarie Group Limited [4608987]
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Infrastructure as an asset class has the potential to provide both growth and stability for investors, particularly during volatile periods. Chris Leslie, Senior Managing Director of the Green Investments team at Macquarie Asset Management, offers valuable insights into how infrastructure can deliver strong risk-adjusted returns and serve as a hedge against inflation. He also discusses strategies for allocating infrastructure investments and highlights the diversification benefits they can bring to a portfolio.
©2025 Macquarie Group Limited [4484734]
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How do growth investors withstand market volatility? Brad Klapmeyer, Senior Portfolio Manager, discusses how companies with strong pricing power can mitigate risk during inflationary times. Learn the key characteristics that make these companies resilient and how investors can identify and leverage these traits for long-term growth.
©2025 Macquarie Group Limited [4467330]
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As tariffs take center stage in the headlines, Whitney Sweeney, Senior Client Portfolio Manager at Macquarie Asset Management, discusses the importance of municipal bonds’ tax-exempt status in enabling state and local governments to fund critical infrastructure and other projects. In this volatile economic and political climate, Whitney shares valuable insights into the future of municipal bonds and highlights key factors that investors should be watching in the months ahead.
©2025 Macquarie Group Limited [4397765]
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Small-cap equities are gaining attention as a compelling investment opportunity. Drew Schneider, Client Portfolio Manager at Macquarie Asset Management, discusses the factors driving the attractiveness of small caps in 2025. From mean reversion to earnings growth, Drew offers valuable insights for investors seeking to capitalize on this timely opportunity.
Explore our Outlook 2025: Plan for growth, prepare for volatility
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Emerging markets play a key role in driving the global economy. Jeffrey Wang, Senior Equity Analyst on the Emerging Markets Equity Team, discusses how the team is navigating the evolving landscape and identifies key themes and long-term growth opportunities for investors.
Explore our Outlook 2025: Plan for growth, prepare for volatility
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As the yield curve normalizes, investors have a prime opportunity to reposition fixed income portfolios and reallocate cash into higher-yielding options. Hear from Greg Gizzi, Head of US Fixed Income and Municipal Bonds at Macquarie Asset Management, as he discusses strategies for maximizing yield and uncovering opportunities within municipal bonds, along with practical steps to manage risk.
Explore our Outlook 2025: Plan for growth, prepare for volatility
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Soaring demand drives the need for major advancements in energy and infrastructure. Hear from Chris Leslie, Senior Managing Director for Macquarie Asset Management (MAM) Green Investments, and Sam Halpert, Head of Global Natural Resources Equity, unpack the trends driving long-term growth, and the investment opportunities across public and private markets.
Explore our Outlook 2025: Plan for growth, prepare for volatility
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The lack of breadth in large-cap equity markets should concern investors. Brad Klapmeyer, Senior Portfolio Manager, explains why a quality-first investment philosophy seeking intentional concentration can help investors manage market risks, especially in times of volatility.
Explore our Outlook 2025: Plan for growth, prepare for volatility
©2025 Macquarie Group Limited [4114223]
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As we anticipate ongoing volatility, strong growth is still expected in the year ahead. Hear from Daniel McCormack, Head of Research, and Derek Hamilton, Economist at Macquarie Asset Management discuss growth drivers, concerns about inflation, and potential investment opportunities in 2025.
Explore our Outlook 2025: Plan for growth, prepare for volatility
©2024 Macquarie Group Limited [4067597]
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Successful investing requires more than following market trends. Senior Portfolio Manager Brad Klapmeyer explains how investors’ behavioral biases can interfere when responding to risks or market changes. Learn about common tendencies and how understanding behavioral intelligence can help investors avoid them, while focusing on quality investments and mitigating risk.
©2024 Macquarie Group Limited [3966586]
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Emerging markets are major drivers of the global economy. Jeffery Wang, Senior Equity Analyst at Macquarie Asset Management discusses how his team is navigating the changing Emerging Marketing investment landscape, and where they see long term growth opportunities for investors.
©2024 Macquarie Group Limited [3818019]
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The rise in bond yields over the past two years has made tax-exempt municipal bonds an attractive asset class. Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management shares what the current interest rate environment could mean for the muni markets and the outlook for the second half of 2024.
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Leveraged credit sectors, such as high yield bonds and floating rate loans, have outperformed but did investors miss their chance? Vivek Bommi, Head of Leveraged Credit at Macquarie Asset Management discusses the compelling opportunities and the best investment vehicles for incorporating high yield bonds and bank loans into a portfolio.
©2024 Macquarie Group Limited [3591236]
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As global demand for energy surges, so too does the need for innovation and new technologies. Andrea Mody, Managing Director of US Wealth Private Markets at Macquarie Asset Management explains where investors can look to find investment opportunities, including asset classes like infrastructure that may offer the potential for mitigation of inflation risks.
Learn more about opportunities related to energy transition in our Outlook 2024: Actionable ideas for a world in transition.
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Artificial intelligence (AI) has the potential to create disruptions and opportunities across many industries. Brad Warden Senior Portfolio Manager at Macquarie Asset Management explains the importance of evaluating risk with opportunity and how active managers will be critical for investors seeking long-term success.
Learn more about opportunities related to artificial intelligence in our Outlook 2024: Actionable ideas for a world in transition.
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Flexibility and conviction are core principles for bond investors. How do investors strike a balance during market volatility? Daniela Mardarovici, Co-Head of US Multisector Fixed Income at Macquarie Asset Management shares the key themes for maximizing fixed income opportunities in the year ahead.
Learn more about taxable fixed income opportunities in our Outlook 2024: Actionable ideas for a world in transition.
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Have investors missed the opportunity in the municipal bond market? Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management shares his outlook for municipal bond investors and if there is still time to take advantage of this historic opportunity.
Learn more about municipal bond opportunities in our Outlook 2024: Actionable ideas for a world in transition.
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Quality investing is easy to talk about but difficult for investors to find. Senior Portfolio Manager Brad Klapmeyer explains the process of defining (and re-defining) company track records and how putting quality first may help equity investors during market volatility.
Learn more about quality growth in our Outlook 2024: Actionable ideas for a world in transition.
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As volatility continues, we expect 2024 to be a year of transition and opportunity for investors. Hear from Daniel McCormack Head of Research and Economist Derek Hamilton at Macquarie Asset Management for a discussion on the macroeconomic outlook for the year ahead.
Explore our Outlook 2024: Actionable ideas for a world in transition to learn more.
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As the large cap universe becomes more concentrated, re-evaluating the metrics and analytics for these funds becomes increasingly important. Senior Portfolio Manager Brad Klapmeyer, explains how a portfolio’s active positioning is a more advanced and informative metric for investors to consider.
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Hear from Brad Warden and Gus Zinn, Senior Portfolios Managers at Macquarie Asset Management share their insights on how artificial intelligence (AI) is transforming the next wave of innovation and the opportunities for investors beyond the tech industry.
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Economist Derek Hamilton discusses the latest recession forecast along with signals and market forces investors should be paying close attention to in the months ahead. Find more insights from Derek Hamilton in our quarterly market guide, 'Inside the markets' for advisors and investors.
© 2023 Macquarie Group Limited [3109436]
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A new era of access is underway. That's good news for financial advisors and their high-net-worth clients. Greg Brousseau, Managing Director and Co-Head of Wealth Solutions at Macquarie Asset Management discusses the rapidly expanding focus of institutional managers on individual investor capital.
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Senior Portfolio Manager, Bill Roach discusses the resilient qualities of municipal bonds during a recessionary environment and why they continue to be compelling choice for investors.
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While market uncertainty has slowed momentum, Senior Portfolio Manager Kim Scott explains how careful evaluations and technology play a fundamental role in modern portfolio construction for equity investors.
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Bonds continue to be a vital component to portfolios. Senior Portfolio Manager Daniela Mardarovici discusses how investors can balance opportunities during a challenging macro environment.
© 2023 Macquarie Group Limited
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Brad Klapmeyer, Senior Portfolio Manager of growth equites discusses how quality companies are better positioned to endure volatile conditions and can set the stage for finding key investing opportunities.
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Hear from Greg Gizzi and Colleen Spagnuolo from the municipal bonds team as they discuss the unique income opportunities for investors at the state and local level and how states’ financial strength is impacting the municipal market.
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Globally we’re seeing a shift in how energy is consumed and as a result, an increase in demand for renewables, energy storage technology, and resources such as green hydrogen. On this episode, Chris Leslie, Senior Managing Director at Macquarie Asset Management’s Green Investment Group, discusses this shift - the Energy Transition – its various aspects, what it means for investors, and the potential opportunity set it may present.
© 2023 Macquarie Group Limited
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Ruth Goodstein, chief operating officer of Wealth Solutions at Macquarie Asset Management discusses the recent evolution and democratization of alternative investments and why now may be a great time for advisors and their clients to think beyond the traditional 60/40 portfolio.
Explore the 2023 Outlook - Actionable ideas for a volatile world
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Can sustainable investments deliver profits and a positive impact? Barry Gladstein, head of sustainable investing for Public Investments at Macquarie Asset Management, discusses the opportunities across all sectors.
Explore the 2023 Outlook - Actionable ideas for a volatile world
© 2023 Macquarie Group Limited
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The Macquarie Fixed Income Strategic Forum is held three times a year, comprising more than 130 investment professionals, and operates to establish our medium-term views and strategic portfolio positions. One of the challenges with investment management is balancing the short-term noise of financial markets with a longer term assessment of the investment and economic landscape. Listen as Brett Lewthwaite, Global Head of Fixed Income, CIO, recaps the latest edition of the Macquarie Fixed Income Strategic Forum.
Related content: Delayed reaction, liquidity contraction - Investment summary
© 2023 Macquarie Group Limited [2708783]
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If you want growth, you might want to focus on quality first. In this episode we hear from Brad Klapmeyer, Senior Portfolio Manager for Large Cap Growth and Kim Scott, Senior Portfolio Manager for Mid Cap Equities on strategies for finding companies that can stand the test of time.
Explore the 2023 Outlook - Actionable ideas for a volatile world
© 2023 Macquarie Group Limited
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After a difficult year, municipal bonds are back in the spotlight. Senior Trader, Bill Roach shares an update on the bond market and whether investors still have time to take advantage of this historic opportunity.
Explore the 2023 Outlook - Actionable ideas for a volatile world
© 2023 Macquarie Group Limited
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Daniela Mardarovici, CFA and Co-Head of US Multisector Fixed Income discusses how bonds and opportunities across fixed income markets may be a silver lining for investors after a stormy 2022.
Explore the 2023 Outlook - Actionable ideas for a volatile world
Read the latest insight The 100-year storm: Every cloud has a silver lining
© 2023 Macquarie Group Limited
Economist Derek Hamilton tackles the macroeconomic outlook at mid-January 2023. Will the fed be cutting by year-end? How much will inflation fall? Has it fallen? What roles will consumer and investor sentiment have?
Explore the 2023 Outlook - Actionable ideas for a volatile world to learn more.
© 2023 Macquarie Group Limited
Alex Ely is joined by Kelley McKee Carabasi, Co-CIO of the US Small-Mid Cap Value Equity team to discuss the style and approach to value investing.
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Is the market bottoming? Alex discusses signs that a market bottom may be here and how the formation of a new bull market could be ahead.
© 2022 Macquarie Group Limited
The Macquarie Fixed Income Strategic Forum is held three times a year, comprising over 130 investment professionals, and operates to establish our medium-term views and strategic portfolio positions. One of the challenges with investment management is balancing the short-term noise of financial markets with a longer term assessment of the investment and economic landscape. Listen as Brett Lewthwaite, Global Head of Fixed Income, CIO, recaps the September edition of the Macquarie Fixed Income Strategic Forum.
Related content: The bigger they are, the harder the fall
© 2022 Macquarie Group Limited
US Municipal bonds have historically rallied when an end to monetary tightening comes into focus. Is the window opening? Learn why now might be the time to take a closer look at municipal bonds. Find out more at delawarefunds.com/munis
© 2022 Macquarie Group Limited
Alex talks inflation outlook, investing for the long term, current market sentiment, and the swings in equity prices over recent days.
Electric vehicle adoption has seen a slow increase, and could be reaching a tipping point – ready to accelerate. Alex Ely is joined by Senior Equity Analyst Nate Mahrer for a discussion on the long-term trends and impacts for electric vehicles. Read the latest insight 'Electric vehicles at a tipping point' from the US Growth Equity team.
Have a question for the podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
Eric Zeigler, Managing Director – Wealth Solutions at Macquarie Asset Management joins Denise St. Ivany for a discussion aimed to offer “plain talk” around alternatives. With a lot of terminology to understand and an uncertain market environment, this episode sets out to help advisors and clients take a second look at certain assumptions about asset allocation and diversification in the space.
Learn more about private market investing at The Sharpe Advisor.
© 2022 Macquarie Group Limited
Alex tackles monetary policy, data that shows interest rate hikes creating economic drag already, and the case that inflation could unwind quickly, leaving the Fed easing by 2023.
For more from Alex and his team, visit our website.
Have a question for our podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
Denise St. Ivany is joined by Geoff King who shares his experience as an oil industry executive and a portfolio manager for Macquarie's Global Natural Resources Equity team. He explains how the US energy market got to where it is today and what we can expect going forward.
Have a question for the podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
Alex Ely gives a hot take by challenging popular opinions that a deflationary environment could be on the horizon. For more from Alex and his team, visit our website.
Have a question for our podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
Electricity consumption is growing worldwide, making decarbonisation in the sector both a challenge and an imperative. Researchers Aizhan Meldebek and Thomas Studer examine net zero goals related to electricity and take a deep dive on key technologies, as well as the economics behind renewables, green hydrogen, and more.
Related content produced by Macquarie Asset Management:
- Decarbonisation of electricity generation: The foundation stone for achieving net zero
- Decarbonisation of Electricity - Webinar in partnership with Savvy Investor
© 2022 Macquarie Group Limited
Alex Ely is joined by Daniela Mardarovici, Managing Director and co-head of US Multisector Fixed Income at Macquarie Asset Management for a conversation on the current fixed income markets. For more from Alex and his team, visit our website.
Have a question for our podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
With inflation running at multi-decade highs, the Macquarie Global Multi Asset team looks at possible trajectories for inflation, recession risks, and implications this might have on various asset classes. Read the latest quarterly outlook, 'Speed Kills' from the Macquarie Global Multi Asset team.
Have a question for the podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
Alex Ely is joined by Dina Pliotis and Jane Fisher for a discussion on consumer trends and the macro forces that may be changing consumer behaviors looking ahead.
Have a question for our podcast? Contact MAMPodcasts@macquarie.com
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited
The Macquarie Fixed Income Strategic Forum is held three times a year, comprising over 130 investment professionals, and operates to establish our medium-term views and strategic portfolio positions. One of the challenges with investment management is balancing the short-term noise of financial markets with a longer term assessment of the investment and economic landscape. Listen as Brett Lewthwaite, Global Head of Fixed Income, CIO, recaps the May edition of the Macquarie Fixed Income Strategic Forum.
Related content: Central banks are hiking, quantitative tightening (…very, very frightening?)
Is the opportunity for high yield on the horizon? Adam Brown, Managing Director and Senior Portfolio Manager discusses how investors may find value in high yield securities, including bank loans in the current market environment.
Have a question for the podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
Alex addresses market turmoil, Fed policy and inflation, and discusses how to stay optimistic about the long run through a bear market.
Have a question for our podcast? Contact MAMPodcasts@macquarie.com
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited
Alex Ely addresses inflation, supply chain issues and key market concerns post-pandemic. Have a question for our podcast? Contact MAMPodcasts@macquarie.com
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited
It's been an atypical year for municipal bonds. Greg Gizzi, Head of Municipal Bonds and Senior Portfolio Manager discusses what's impacting the municipal market with host Denise St. Ivany. He also shares what factors to look for as we anticipation the municipal markets turning around.
Have a question for Greg or our podcast? Contact MAMPodcasts@macquarie.com
For more from Greg and his team, visit our website.
© 2022 Macquarie Group Limited
Digital infrastructure is a growing sector that has helped transform nearly every other part of the economy in recent years. Macquarie Digital Infrastructure investor Lincoln Heilner and research analyst Aizhan Meldebek discuss key drivers of data growth, the nature of digital infrastructure assets, and opportunities in the sector to reduce carbon emissions. Daniel McCormack moderates.
Related content produced by Macquarie Asset Management:
- Digital Infrastructure: Transmitting signals of growth – paper written by Aizhan Meldebek
- Digital Infrastructure: A rapidly evolving opportunity set for private capital
- Digital Infrastructure: Accelerating the need for connectivity – Market Perspectives webinar replay
© 2022 Macquarie Group Limited
Denise St. Ivany is joined by senior equity analyst and practicing physician Elizabeth Jones. Elizabeth discusses her work as an analyst and in medicine and shares what trends and sectors are drivers for long-term growth.
© 2022 Macquarie Group Limited
Alex Ely is joined by fellow host Denise St. Ivany for a discussion on the current market concerns, conversations with financial advisors and reasons for staying optimistic on the long-term view. Have a question for our podcast? Contact MAMPodcasts@macquarie.com
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited
Macquarie’s Barry Gladstein joins Alex for a discussion about Environmental, Social, & Governance (ESG) considerations across public equity markets. The discussion introduces ESG concepts, including how and where these factors are impacting company decision-making, and ways in which equity investors may benefit from and approach ESG.
Have a question for our podcast? Contact MAMPodcasts@macquarie.com
For more from Alex and his team, visit our website.
Alex takes a look at how investing in businesses who are investing in diversifying their talent may soon be winners in the marketplace – and building a better future at the same time. He is joined by Macquarie's regional head of talent & diversity, equity, and inclusion, Chris Michel for this informative conversation on diversity in today's workforce.
For more from Alex and his team, visit Investing in Disruptions.
Have a question or comment for our podcast? Contact us at MAMpodcasts@macquarie.com
Alex addresses equity markets and Ukraine-related volatility as the new quarter begins, with an eye on long-term opportunity.
Have a question for Alex and the team? Contact us at MAMPodcasts@macquarie.com
For more commentary like this, visit our website.
Denise St. Ivany is joined by Erik Becker, Senior Portfolio Manager, Delaware Ivy US Core Equity Fund, for a discussion, specifically examining the role of ESG and the relationship between growth and value investing styles in today's market.
Macquarie Asset Management Economist Derek Hamilton discusses the implications of the Russia/Ukraine conflict on global and domestic growth, energy prices, and outlook for the US central bank. Bharti Bhargava, Senior Product Manager, moderates.
Join us for this installment of the Macquarie Fixed Income Strategic Forum. The year 2022 has commenced with increased volatility as markets quickly adjust to the hawkish shift from most developed world central banks. The big question that we grappled with at the recent Forum was whether more persistent inflation would remain and how quickly central banks would tighten financial conditions. How much? How Fast?...Or maybe not much at all.
For more from the Macquarie Fixed Income Strategic Forum, visit our website.
Questions for our team? Please contact MAMPodcasts@macquarie.com
Alex is joined this week by investment team sector analyst Nate Mahrer to review currently supply chain dynamics as we head toward the end of Q1 2022.
Questions for Alex or Nate? Reach us at MAMpodcasts@macquarie.com
For more from the team, visit Investing in disruptions
Macquarie global economist Hayden Skilling joins the show to analyze the year ahead in the global economy and markets. Daniel McCormack moderates.
With interest in private markets rising, this week offers a look at what 2022 may bring for high net worth investors and their advisors. Denise St. Ivany is joined by Macquarie Asset Management's Managing Director, Wealth Solutions, Andrea Mody.
Questions for our podcast? Contact MAMPodcasts@macquarie.com
For more education on the private markets for financial advisors, please visit the Sharpe Advisor.
Alex reviews the recent market correction before introducing the topic of the day--the pandemic. He and Jane Fisher are joined by their team's lead healthcare sector analyst, Traver Davis.
Have a question for our podcast? E-mail MAMPodcasts@macquarie.com
For more from Alex, visit Investing in disruptions.
Macquarie Head of China Economics Larry Hu revisits the show to discuss the current monetary easing cycle in relation to China's management of its ongoing property crisis and zero-Covid policy. Daniel McCormack moderates.
Alex is joined by teammate and Director of Research, Jane Fisher, to discuss the team's approach as we're into the first month of 2022.
Questions or suggestions for our podcast? Contact MAMPodcasts@macquarie.com.
For more information from Alex and the team, visit our website.
Alex plays the role of guest in this final episode of 2021. Joined by long-time Director of Research, Jane Fisher, Alex highlights the major themes the team is watching, as well as what they're preparing for heading into 2022.
Questions or suggestions for our podcast? Contact MAMPodcasts@macquarie.com.
For more information from Alex and the team, visit our website.
Alex Ely is joined this week by two of his colleagues, Jane Fisher and Erica Kay, who bring personal color to the changes so many have made to their lives as we live with the effects of the COVID-19 pandemic. Alex breaks down how our altered habits and new routines have been driving investing trends in new ways which may have a longer-lasting impact on the markets than the pandemic itself.
Have a question for Alex and the team? Contact MAMPodcasts@macquarie.com
For more on investing in disruptions, visit our website.
Denise St. Ivany is joined again by Greg Gizzi, Managing Director, Senior Portfolio Manager, Head of Municipal Bonds. Greg discusses where he sees opportunity in the municipal bond market as we head into the end of the year in light of recent news out of Washington D.C. and the continuing effects of COVID-19 on the supply chain.
Have a question for Greg or our podcast? Contact MAMPodcasts@macquarie.com
For more from Greg and his team, visit our website.
Alex recaps his view on recent headlines before moving into the topic of the day: the Modern Renaissance. Alex again takes us through the disruptive innovation of the printing press and accountings' Italian roots to the smartphone and mobile banking as a reminder of the current transformative economic environment.
Have a question for Alex and the Be Bullish Podcast? Contact MAMPodcasts@macquarie.com
For more from Alex and his team, visit delawarefunds.com.
Alex covers two of the concerns at the top of many investor's lists: the supply chain and inflation. This tees up a review of the increasing "better, cheaper, faster," digitalization trends in our world, and how many of these areas are deeply deflationary by nature.
At the September 2021 Macquarie Fixed Income Strategic Forum, our discussion focused on an ever-increasing list of uncertainties the global economy is currently facing. From the fear of stagflation, central bank tapering, the shift from fiscal tailwinds to fiscal headwinds, to China embracing “common prosperity” and all the way to the possibility of a more “socially aware” Federal Reserve. Daniel Longden sat down soon after in our Sydney studio with group CIO Brett Lewthwaite to recap the discussion.
Have a question for our podcast? Contact MAMpodcasts@macquarie.com
If you are a financial advisor or institutional investor, visit our website for more on the Strategic Forum.
Recent news has been dominated by vaccine progress and the future of our environment. Alex looks ahead and shares the team's perspective on how growth investing may be in an advantageous position in the sustainability conversation.
Inflation is lingering. News about supply chain disruptions persist, impacting growth. Comparisons are popping up again to the 1970s. Bond yields are rising. As the fourth quarter gets going, might investors feel worried? Denise St Ivany is again joined by Daniela Mardarovici, Managing Director and co-head of US Multisector Fixed Income at Macquarie Asset Management, who will offer her perspective on the environment as seen from the bond markets.
If you are an investment professional, we invite you to learn more from Daniela and her team. Visit our Ideas page on DelawareFunds.com.
Have a question for the Think Again Podcast? Contact MAMPodcasts@macquarie.com
Macquarie Head of China Economics Larry Hu joins Macquarie Asset Management's Dan McCormack to discuss Evergrande’s debt issues, their potential effects, and whether the crisis is manageable by the Chinese state.
Have a question for Daniel or Macquarie Asset Management? Contact MAMPodcasts@macquarie.com
Growth companies are long-duration assets. Alex shares his view on the debt ceiling conversation taking place in Washington, D.C., as well as popular topics in the media this week, as he focuses on disruptions that are are important for the long-term.
For more information from Alex and his team, visit Investing in Disruptions.
Questions for Alex and Macquarie Asset Management? Submit your questions to MAMPodcasts@macquarie.com
In the second in our series of discussions on climate change and energy innovation, Peter Durante, Head of Technology and Innovation at Macquarie Asset Management, talks sustainable aviation with UK-based pilot and aviation consultant, Toby McCann.
Our series will continue, leading to the 26th UN Climate Change Conference of the Parties (COP26) which begins October 31 in Glasgow, Scotland.
For supplementary information on the topics discussed in this episode, visit the following third-party resources:
- Global aviation emissions (passengers, freight and military)
- Global greenhouse gas emissions by sector
- Oil production by product
- Breakdown of fuel use within aviation
- Airbus CEO comments on hydrogen (may require Bloomberg license)
- Eurocontrol for information on flight distances and emissions shares
Have we reached the Delta's peak? In a post-FDA approved vaccine world, are we finally getting back to normal? Alex reflects on growth companies, slowed by the economic re-opening, who have managed to disrupt industries during the pandemic and have positioned themselves well for the new normal: the future beyond COVID.
For more information from Alex and his team, visit Investing in Disruptions.
Questions for Alex and Macquarie Asset Management? Submit your questions to MAMPodcasts@macquarie.com
The first in a series of discussions with Peter Durante, Head of Technology and Innovation at Macquarie Asset Management, on climate change and energy innovation, leading to the 26th UN Climate Change Conference of the Parties (COP26) which begins October 31 in Glasgow, Scotland.
For supplementary information on the topics discussed in this episode, visit the following third-party resources:
- Intergovernmental Panel on Climate Change (IPCC) - Sixth Assessment Report
- NASA’s intro to climate change
- International Energy Agency – ‘Net Zero by 2050’
- BloombergNEF 2021 ‘New Energy Outlook’
- Energy efficiency – Rocky Mountain Institute
- The Jevons Paradox
Have a question for Peter or our podcast? E-mail MAMPodcasts@macquarie.com
Alex highlights the positives in a news cycle that has been dominated by Delta in recent weeks, as well as how we may again look to the creative destruction process to guide growth in the second half of the calendar year.
For more information from Alex and his team, visit Investing in Disruptions.
Questions for Alex and Macquarie Asset Management? Submit your questions to MAMPodcasts@macquarie.com
As the reopening of the economy continues to be clunky due to uncertainty caused by the COVID-19 Delta variant, where might investors be able to find opportunity? Perhaps it's where they're already looking in the small to mid-cap company space. Alex examines how many of the secular trends he's been following for the last several years are well-positioned post-pandemic.
Wilshire’s Mark Perry and Milissa Hutchinson, Senior Relationship Manager at Macquarie Asset Management, join host Denise St. Ivany for a discussion about private-market investing, with a focus on debt markets, risk management, and a peek into the world of alternative yields
Rod Cornish of Macquarie’s global real estate team joins Daniel McCormack, Economist, Macquarie Infrastructure and Real Assets, to discuss the logistics sector in commercial real estate. What’s been driving demand for this growing sector? How has e-commerce and other dynamics in the sector changed due to Covid-19? Are prices for logistics facilities justified?
Listen to an exclusive replay of our recent live panel discussion featuring three of Macquarie Asset Management’s top female investment professionals. Denise St. Ivany, moderated an afternoon with Erin Ksenak, senior vice president, portfolio manager; Daniela Mardarovici, managing director, co-head of US Multisector Fixed Income; and Kelley Carabasi, managing director, senior portfolio manager, where they discussed investing, their careers, and family.
Host Denise St. Ivany is again joined by Greg Gizzi, Managing Director, Senior Portfolio Manager, Head of Municipal Bonds. Greg discusses where he sees opportunity in the municipal bond market at the start of Q3, as well as factors that may be driving performance, finding value in the in a continued low rate environment, and how recent infrastructure moves in Washington, D.C. may effect the market.
Looks can be deceiving, especially when it comes to market trends. Alex provides a status update on meme stocks and cryptocurrencies, as he reviews the news of the day, what matters in the markets, and delves into this week's topic and another potential area to watch cautiously: the Sin Stocks.
Could the rotation from growth to value be coming to an end? Alex discusses the Fed's recent decisions and their impact on Equity markets, as well as how growth managers are sticking to their process despite economic headwinds.
Timely for today: Last week, Denise St. Ivany was joined by James Cowan, Managing Director, Macquarie Infrastructure and Real Assets. Listen as Denise and James breakdown what financial advisors may want to consider as they examine this alternative asset class as a potential tool for the right investor's portfolio.
The Macquarie Fixed Income team held its most recent Strategic Forum in May 2021. In this Forum, the team investigated a very important thesis: Whether or not financial markets are at a significant turning point. Macquarie’s Daniel Longden sat down soon after in our Sydney studio with group CIO Brett Lewthwaite to recap the discussion.
In the recent term, value stocks have outperformed growth. So, how do growth managers approach this late-term pandemic market? Listen as Alex breaks down his long-term perspective as the economy continue to reopen , including the latest on cryptocurrencies and developments in government policy.
Alex reviews the news of the week with a focus on this week's theme: the value in having a long-term investing, and how disruptions in industries and economies can often support that approach.
Change means opportunity. Denise St. Ivany speaks to Peter Durante, Head of Technology and Innovation at Macquarie Asset Management, whose job is making sense of how change and innovation in our world can drive the capital markets. Listen as they discuss how the research Peter’s team performs informs both risk and opportunities, as well as how technology impacts our own direct investments.
Alex shares his thoughts on market corrections, as well as a review of some of the concerns investors may have as the US begins to vaccinate and to reopen areas of the economy.
Questions for Alex and our podcast?
E-mail: MAMPodcasts@macquarie.com
What can the trend toward friendlier weather, less congestion, and opportunities for living without walls tell us about where to look for growth? Alex reviews the news of the day, including a look at earnings season, and discusses the secular migration toward the outdoors.
Question for Alex and our podcast? Email: MAMPodcasts@macquarie.com
In addition to the news of the day, Alex reviews his team's approach to investing, as well as provides an overview to other investing styles and how they may be relevant in today's market.
Questions for Alex and our podcast? E-mail: MAMPodcasts@macquarie.com
Denise St. Ivany sits down with Daniela Mardarovici, Managing Director, Co-Head of US Multisector Fixed Income, to discuss fixed income solutions in the context of today's markets, and how advisors might keep things simple for their clients in a rising rate environment.
Alex shares an update on recent news and market activity, setting the stage for a dissection of his view of the "second Renaissance" humanity may be experiencing today.
Alex covers the key points in this week's news cycle for investors, and his perspective on how to have a comprehensive conversation about valuation.
Denise St. Ivany hosts Greg Gizzi, Managing Director, Head of Municipal Bonds, Senior Portfolio Manager. Greg recaps the year in municipals in 2020, as well as what signs of recovery he’s looking at in the markets now, a year into the COVID-19 pandemic.
In this episode, Alex details almost 100 years of market disruptions, their lasting impacts, and what they may teach us about disruptions to come.
Alex Ely discusses what it means to invest in disruptions--potential key opportunities his team continues to follow in 2021. Alex covers the past week in the news, and offers perspectives on what this news could mean for the markets, eight to nine months into our current economic cycle.
Alex Ely, chief investment officer for Macquarie’s US Growth Equity team, introduces himself and the “Be Bullish” series. Alex gives perspective on why he is bullish in today’s market, why he has a uniquely optimistic approach to investing, and how he sees better, cheaper, and faster as the way forward.
Listen to an introduction to our new podcast, Think Again, from podcast moderator, Denise St. Ivany.