Think Again
106 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 3 ratingsMacquarie Asset Management (MAM) is a global asset manager, integrated across public and private markets. Trusted by institutions, governments, foundations and individuals to manage approximately $A892 billion in assets, we provide a diverse range of investment capabilities including real assets, real estate, credit, equities and multi-asset solutions.
Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs approximately 21,000+ in 34 markets and is listed on the Australian Securities Exchange.
All figures as at 30 September 2023.
The views expressed are as of the date of publication and are subject to change. All third-party marks cited are the property of their respective owners. All audio, artwork, episode descriptions and notes are the property of Macquarie Asset Management (MAM), for Think Again, and published with permission by Buzzsprout.
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Episodes
Fueling the energy transition
March 21, 2024 08:00 - 16 minutes - 11.2 MBAs 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. ©2024 Ma...
The risks and rewards with generative AI
March 07, 2024 09:00 - 25 minutes - 17.9 MBArtificial 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] ...
How to allocate with conviction in an uncertain market
February 26, 2024 09:00 - 14 minutes - 10.3 MBFlexibility 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. ©2024 Macquarie Group Limited [3360849] Relevant disclaimers and other info...
Is there still time to catch municipal momentum?
February 12, 2024 09:00 - 19 minutes - 13.3 MBHave 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 ...
Quality through volatility
January 25, 2024 09:00 - 23 minutes - 15.9 MBQuality 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.
A world in transition: Macroeconomic outlook
January 11, 2024 09:00 - 24 minutes - 17 MBAs 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.
Finding the active top 10
November 10, 2023 09:00 - 20 minutes - 13.9 MBAs 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.
The future of AI: The next wave of innovation
October 19, 2023 08:00 - 22 minutes - 15.7 MBHear 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.
Delayed or canceled recession?
September 13, 2023 08:00 - 19 minutes - 13.3 MBEconomist 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.
Alternative investments: A new era of access
August 09, 2023 08:00 - 16 minutes - 11.5 MBA 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.
Municipal bonds keeping calm, carrying on
July 24, 2023 08:00 - 11 minutes - 7.85 MBSenior 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.
Recession: Everything and all at once?
July 06, 2023 18:00 - 6 minutes - 4.68 MBListen 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.
Redefining growth for investors
June 29, 2023 08:00 - 14 minutes - 10.1 MBWhile 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.
How to strike a balance with bonds
June 08, 2023 08:00 - 23 minutes - 16.1 MBBonds 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 [2933619] Relevant disclaimers and other information can be found here.
Quality control: How growth investors can look ahead with confidence
May 19, 2023 08:00 - 14 minutes - 10 MBBrad 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.
States' resilience bolster municipal bond opportunities
April 24, 2023 09:00 - 19 minutes - 13.4 MBHear 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.
Understanding the energy transition
April 04, 2023 08:00 - 30 minutes - 21.1 MBGlobally 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 [2819438] Relevant disclaim...
Thinking beyond 60/40 with alternative investments
March 22, 2023 08:00 - 18 minutes - 12.6 MBRuth 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.
Is ‘doing good’ good for your portfolio?
March 14, 2023 09:00 - 22 minutes - 15.4 MBCan 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.
Delayed reaction, liquidity contraction
March 06, 2023 16:00 - 23 minutes - 16.4 MBInflation 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...
If you want growth, find quality
February 27, 2023 09:00 - 32 minutes - 22.7 MBIf 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.
Muni bonds are back, but for how long?
February 14, 2023 09:00 - 16 minutes - 11.4 MBAfter 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 [2726802] Relevant disclaimers and other information can be found here.
Bonds are back: The bright outlook for fixed income
January 31, 2023 09:00 - 19 minutes - 13.6 MBDaniela 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 [2685914] Relevant disclaimers and other information can be found here.
Bonds are back: the bright outlook for fixed income
January 31, 2023 09:00 - 19 minutes - 13.6 MBDaniela 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
Mild or moderate? What a 2023 recession might look like
January 13, 2023 21:00 - 28 minutes - 19.6 MBEconomist 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 [2679943] Relevant disclaimers and other information can be found here.
Be Bullish with Alex Ely - Growth or value... or both?
November 17, 2022 10:00 - 19 minutes - 13.4 MBAlex 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. © 2022 Macquarie Group Limited
Be Bullish with Alex Ely - Signs of a market bottom?
October 26, 2022 10:00 - 12 minutes - 8.43 MBIs 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 bigger they are, the harder the fall
October 25, 2022 17:00 - 37 minutes - 25.5 MBOver the past two years, Macquarie Fixed Income (MFI) analysis has determined that the economic environment was largely being defined by first the pandemic shock and then later by the energy price shock resulting from the war in Ukraine. However, at our September 2022 MFI Strategic Forum, our analysis pointed to the outlook being increasingly defined by the aggressive stance by central banks to tame inflation. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps, Related...
Resilience of municipal bonds across cycles
October 17, 2022 13:00 - 19 minutes - 13.2 MBUS 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 Relevant disclaimers and other information can be found here.
Be Bullish with Alex Ely - Has a new bull market begun?
October 09, 2022 23:00 - 15 minutes - 10.9 MBAlex talks inflation outlook, investing for the long term, current market sentiment, and the swings in equity prices over recent days. © 2022 Macquarie Group Limited
Be Bullish with Alex Ely – Electric vehicles at a tipping point
October 04, 2022 08:00 - 16 minutes - 11.5 MBElectric 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 [email protected] © 2022 Macquarie Group Limited
Dispelling the myths and misconceptions about alternatives
September 21, 2022 10:00 - 28 minutes - 19.4 MBEric 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...
Be Bullish with Alex Ely – The Fed could be easing by 2023
September 08, 2022 08:00 - 14 minutes - 9.75 MBAlex 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 [email protected] © 2022 Macquarie Group Limited
Energy scarcity, demand, and lackluster supply
August 30, 2022 09:00 - 16 minutes - 11.2 MBDenise 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 [email protected] © 2022 Macquarie Group Limited Relevant disclaimers and other information can be found here.
Be Bullish with Alex Ely – Is deflation next?
August 18, 2022 08:00 - 15 minutes - 10.6 MBAlex 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 [email protected] © 2022 Macquarie Group Limited
Decarbonisation of Electricity Generation
August 04, 2022 18:00 - 34 minutes - 23.6 MBElectricity 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 Electric...
Bullish with Alex Ely – The fixed income perspective
July 29, 2022 09:00 - 18 minutes - 12.7 MBAlex 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 [email protected] © 2022 Macquarie Group Limited
Be Bullish with Alex Ely – The fixed income perspective
July 29, 2022 09:00 - 18 minutes - 12.7 MBAlex 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 [email protected] © 2022 Macquarie Group Limited
Speed kills - A macro, multi-asset outlook
July 28, 2022 08:00 - 31 minutes - 21.5 MBWith 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 [email protected] © 2022 Macquarie Group Limited Relevant disclaimers and other information can be found here.
Be Bullish with Alex Ely - What is shaping consumer behavior?
July 08, 2022 09:00 - 24 minutes - 17 MBAlex 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 [email protected] For more from Alex and his team, visit our website. © 2022 Macquarie Group Limited
Central banks are hiking, quantitative tightening (…very, very frightening?)
June 27, 2022 13:00 - 29 minutes - 20.6 MBInflation was once again a focal point at the Macquarie Fixed Income (MFI) May 2022 Strategic Forum. However, the nature of the inflation challenge has evolved considerably since the January 2022 edition of the MFI Strategic Forum. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps the May edition of the MFI Strategic Forum. © 2022 Macquarie Group Limited [2231386] Relevant disclaimers and other information can be found here.
Credit in focus - Finding value in high yield and bank loans
June 27, 2022 09:00 - 17 minutes - 12 MBIs 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 [email protected] © 2022 Macquarie Group Limited
Credit in focus - Finding value in high yield and bank loans
June 27, 2022 09:00 - 17 minutes - 12 MBIs 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 [email protected] © 2022 Macquarie Group Limited Relevant disclaimers and other information can be found here.
Be Bullish with Alex Ely - Bear markets don't last forever
June 22, 2022 09:00 - 12 minutes - 8.59 MBAlex 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 [email protected] For more from Alex and his team, visit our website. © 2022 Macquarie Group Limited
Be Bullish with Alex Ely - Post-pandemic perspectives
June 03, 2022 10:00 - 14 minutes - 10 MBAlex Ely addresses inflation, supply chain issues and key market concerns post-pandemic. Have a question for our podcast? Contact [email protected] For more from Alex and his team, visit our website. © 2022 Macquarie Group Limited
Is the municipal market making a comeback?
June 01, 2022 20:00 - 34 minutes - 23.8 MBIt'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 [email protected] For more from Greg and his team, visit our website. © 2022 Macquarie Group Limited
Is the municipal market making a comeback?
June 01, 2022 20:00 - 34 minutes - 23.8 MBIt'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 [email protected] For more from Greg and his team, visit our website. © 2022 Macquarie Group Limited Relevant disclaimers and other information can ...
Digital Infrastructure: Transmitting signals of growth
May 31, 2022 13:00 - 26 minutes - 18.4 MBDigital 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...
Identifying growth in the healthcare sector
May 25, 2022 16:00 - 27 minutes - 19 MBDenise 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 Relevant disclaimers and other information can be found here.
Be Bullish with Alex Ely - The long-term perspective
May 10, 2022 12:00 - 23 minutes - 16.2 MBAlex 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 [email protected] For more from Alex and his team, visit our website. © 2022 Macquarie Group Limited