Episodes
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Emerging markets are major drivers of the global economy. Jeffrey Wang, Senior Equity Analyst at Macquarie Asset Management, discusses how his team is navigating the changing emerging market investment landscape, and where they see long-term growth opportunities for investors.
©2024 Macquarie Group Limited [3818019]Relevant disclaimers and other information can be found here.
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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.
©2024 Macquarie Group Limited [3613066]Relevant disclaimers and other information can be found here.
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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]Relevant disclaimers and other information can be found here.
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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.
©2024 Macquarie Group Limited [3389624]Relevant disclaimers and other information can be found here.
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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.
©2024 Macquarie Group Limited [3331508]Relevant disclaimers and other information can be found here.
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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.©2024 Macquarie Group Limited [3324410]
Relevant disclaimers and other information can be found here.
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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.©2024 Macquarie Group Limited [3318904]
Relevant disclaimers and other information can be found here.
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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.
©2024 Macquarie Group Limited [3222214]Relevant disclaimers and other information can be found here.
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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.
[3171815]Relevant disclaimers and other information can be found here.
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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]Relevant disclaimers and other information can be found here.
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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.
© 2023 Macquarie Group Limited [3042334]Relevant disclaimers and other information can be found here.
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Senior Portfolio Manager, Bill Roach discusses the resilient qualities of municipal bonds in a recessionary environment and why they continue to be a compelling choice for investors.
© 2023 Macquarie Group Limited [3013425]Relevant disclaimers and other information can be found here.
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Listen as Brett Lewthwaite, CIO and Head of Fixed Income, recaps key investment themes and asset class outlooks from the latest edition of the Macquarie Fixed Income Strategic Forum.
Related content:
Recession: Everything and all at once? - Investment summary
© 2023 Macquarie Group Limited [2932809]Relevant disclaimers and other information can be found here.
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While market uncertainty has slowed momentum, Senior Portfolio Manager Kim Scott explains how careful evaluations and technology play fundamental roles in modern portfolio construction for equity investors.
© 2023 Macquarie Group Limited [2973811]Relevant disclaimers and other information can be found here.
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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.
© 2023 Macquarie Group Limited [2907249]Relevant disclaimers and other information can be found here.
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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.
© 2023 Macquarie Group Limited [2856484]Relevant disclaimers and other information can be found here.
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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
© 2023 Macquarie Group Limited [2791079]Relevant disclaimers and other information can be found here.
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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 [2763046]Relevant disclaimers and other information can be found here.
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Inflation is slowing across the globe and central banks have been slowing down the magnitude of the rate hikes. However, the significant tightening of monetary policy in 2022 has yet to reveal its impact on the economy and markets... Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps the latest edition of the Macquarie Fixed Income Strategic Forum and discusses whether it is a case of go with recent sentiment and join the “dash for trash” or, as is usually the case with tightening cycles, mind the lags?
© 2024 Macquarie Group Limited [3436109]Relevant disclaimers and other information can be found here.
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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 [2722490]Relevant disclaimers and other information can be found here.
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