Think Again

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]Relevant disclaimers and other information can be found here.

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]Relevant disclaimers and other information can be found here.

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. ©2025 Macquarie Group Limited [4337769]Relevant disclaimers and other information can be found here.

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©2025 Macquarie Group Limited [4303211]Relevant disclaimers and other information can be found here.

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©2025 Macquarie Group Limited [4214091]Relevant disclaimers and other information can be found here.

Soaring demand drives the need for major advancements in energy and infrastructure. Hear from Chris Leslie and Sam Halpert, of Macquarie Asset Management as they 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©2025 Macquarie Group Limited [4182473]Relevant disclaimers and other information can be found here.

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]Relevant disclaimers and other information can be found here.

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]Relevant disclaimers and other information can be found here.

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]Relevant disclaimers and other information can be found here.

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 marketing 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.

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.

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.

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.

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.

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.

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.

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.

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.

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. [3222214]Relevant disclaimers and other information can be found here.

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.

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.

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.

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.

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.© 2023 Macquarie Group Limited [2973811]Relevant disclaimers and other information can be found here.

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.

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 [2933619]Relevant disclaimers and other information can be found here.

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 LimitedRelevant disclaimers and other information can be found here.

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. Relevant disclaimers and other information can be found here.

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 LimitedRelevant disclaimers and other information can be found here.

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

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

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]

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

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

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.  © 2022 Macquarie Group Limited

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 zeroDecarbonisation 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.comFor 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?)© 2022 Macquarie Group Limited