49 episodes

Macquarie 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.  ©2023 Macquarie Group Limited

Think Again Macquarie Asset Management

    • Business
    • 5.0 • 3 Ratings

Macquarie 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.  ©2023 Macquarie Group Limited

    Fueling the energy transition

    Fueling the energy transition

    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.

    ©2024 Macquarie Group Limited [3408937 ]
    Relevant disclaimers and other information can be found here.

    • 16 min
    The risks and rewards with generative AI

    The risks and rewards with generative AI

    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.

    • 25 min
    How to allocate with conviction in an uncertain market

    How to allocate with conviction in an uncertain market

    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.

    ©2024 Macquarie Group Limited [3360849]
    Relevant disclaimers and other information can be found here.

    • 14 min
    Is there still time to catch municipal momentum?

    Is there still time to catch municipal momentum?

    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.

    • 19 min
    Quality through volatility

    Quality through volatility

    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.

    • 23 min
    A world in transition: Macroeconomic outlook

    A world in transition: Macroeconomic outlook

    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.

    • 24 min

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