Podcasts about macquarie asset management

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Best podcasts about macquarie asset management

Latest podcast episodes about macquarie asset management

Think Again
Investing in infrastructure: Foundation during volatility

Think Again

Play Episode Listen Later May 21, 2025 20:40


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]Relevant disclaimers and other information can be found here.

Fixed Income in 15
Macquarie's Ben Way on Infrastructure, Datacenters & Being Present

Fixed Income in 15

Play Episode Listen Later Apr 17, 2025 39:38


In this episode, Joe is joined by Ben Way, Group Head of Macquarie Asset Management and Andrea Quirk, Global Head of Credit Ratings at S&P Global Ratings. Discussion covered the explosion in growth of datacenters, how AI is driving demand for digital infrastructure and Ben's view of being present in the moment throughout your career.

Think Again
Will municipal bonds stay tax-free?

Think Again

Play Episode Listen Later Apr 15, 2025 15:57


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.

relevant tax free municipal bonds macquarie asset management
Think Again
Big opportunities on the horizon for small caps

Think Again

Play Episode Listen Later Mar 25, 2025 13:50


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.

Think Again
Maximizing yield in a volatile market

Think Again

Play Episode Listen Later Feb 24, 2025 18:44


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.

Stanford Brown's Market Insights
Meet the Investor Series: Ben Leung, Macquarie Asset Management

Stanford Brown's Market Insights

Play Episode Listen Later Feb 14, 2025 16:46


Welcome to the first episode of Meet the Investor for 2025. In this episode we sit down with Ben Leung, Head of Systematic Investing at Macquarie Asset Management, to explore how data and technology are reshaping investment decision-making. Ben shares how his team applies a structured, research-driven approach to identifying opportunities in the equity market, using quantitative signals to navigate market complexities and investor behaviour. He explains how systematic investing differs from traditional fundamental analysis and why understanding human psychology — such as herd mentality and loss aversion — can provide an edge. We also discuss how AI and machine learning are driving the next evolution in quantitative strategies, the importance of risk management, and how investors can think about blending systematic approaches with other investment styles.    Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

music head ai investors leung lesfm macquarie asset management
Think Again
The future grid: Investing in the new industrial era

Think Again

Play Episode Listen Later Feb 7, 2025 21:20


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.

Money Life with Chuck Jaffe
Macquarie's McCormack expects 'constructive environment,' healthy growth

Money Life with Chuck Jaffe

Play Episode Listen Later Jan 17, 2025 62:16


Daniel McCormack, head of research for Macquarie Asset Management, says that heightened volatility in 2025 should make investors want to stay nimble and flexible, but he expects reasonable growth and a healthy environment. Sharing his outlook for 2025, McCormack says he expects China to begin "exporting inflation again," which could the U.S. back above a 3 percent inflation rate, which might slow down the pace of rate cuts, but it won't throw the economy into a recession. Larry Holzenthaler, portfolio manager for First Eagle Alternative Credit, gave his outlook for credit markets in 2025, noting that after avoiding default troubles when rates were rising, the picture is better now, particularly in private credit. Jennifer White discusses a J.D. Power study showing that consumers don't think their bank will help them out in an emergency, and how banks might be more helpful than customers expect, and Chuck answers a listener question about sequence-of-return risk.

Think Again
Outlook 2025: Plan for growth, prepare for volatility

Think Again

Play Episode Listen Later Dec 11, 2024 22:36


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.

Forbes Česko
Forbes Byznys #257 - Od vysílačů přes plynovody do Livesportu. Jak Martin Gebauer vede lidi a brání se vyhoření

Forbes Česko

Play Episode Listen Later Nov 25, 2024 47:27


Energetická skupina ČEZ na konci léta převzala většinový podíl v provozovateli plynovodů Gasnet a s uzavřením tohoto dealu skončila i mise jeho šéfa Martina Gebauera, který byl hlavním zástupcem předchozího majitele, britského trustu Macquarie Asset Management. “S Gasnetem a specificky já se znalostí telco trhu a digitálních procesů jsme se připravovali na plnou digitalizaci,” ohlíží se za svou misí v dalším Forbes Byznys podcastu Martin Gebauer. Po odchodu z Gasnetu se mimo jiné bývalý šéf Českých radiokomunikací usadil v představenstvu české technologické firmy Livesport miliardáře Martina Hájka. “Livesport má stále velkou chuť růst. Patří mezi největší investory v oboru,” neskrývá Gebauer nadšení z české firmy, se kterou už déle spolupracoval jako konzultant. Co mají vysílače a plynovody společného a jak se Martinu Gebauerovi daří vést firmy v různých oborech? Jak přistupuje k vedení lidí? A jak se dnes brání vyhoření, kterým si v minulosti prošel? To vše si poslechněte v podcastu.

The Uptime Wind Energy Podcast
Corio Generation’s Impact on Global Offshore Wind

The Uptime Wind Energy Podcast

Play Episode Listen Later Nov 14, 2024 32:37


Allen and Joel sit down with Jonathan Cole, CEO of Corio Generation and Chairman of the Global Wind Energy Council, for an illuminating discussion on the future of offshore wind energy. Cole shares invaluable insights on navigating regulatory challenges across multiple markets, building sustainable supply chains, and securing project financing. He also emphasizes the critical role of community engagement through what he calls "social license" in developing successful offshore wind projects. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.comWind Energy O&M Australia Conference - https://www.windaustralia.com Welcome to Uptime Spotlight, shining light on wind energy's brightest innovators. This is the progress powering tomorrow. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I'm your host, Allen Hall, joined by my co host, Joel Saxum. Today, we're honored to have with us Jonathan Cole, a visionary leader in the global offshore wind industry. and a key figure driving the transition to sustainable energy. Jonathan is the CEO of Corio Generation, a global offshore wind powerhouse, launched in April of 2022. As a portfolio manager of Macquarie Asset Management operating independently, Corio has quickly established itself as a major player in the renewable energy sector. Under Jonathan's leadership, Corio has amassed one of the world's largest offshore wind development portfolios, boasting over 30 gigawatts of projects in various stages of development across Europe, Asia Pacific, and the Americas. Jonathan's influence extends far beyond his role at Corio. He currently serves as the chairman of the Global Wind Energy Council, GWEC. and his industry expertise has been recognized through numerous leadership positions. These include chairing the Global Offshore Wind Health and Safety Organization, the UK's Offshore Wind Program Board, and the Offshore Renewable Energy Catapults Industry Advisory Group. He has also been a board member of Renewable UK and a member of the UK's Offshore Wind Industry Council. Before joining Corio, Jonathan played a pivotal role in shaping the offshore wind landscape at eBird DLA from 2010 to 2021, he spearheaded the creation and growth of Ebert Della's offshore wind business, transforming it into a market leader with approximately 14 billion Euros invested a project pipeline exceeding 30 gigawatts, and a team of 800 professionals spanning four continents and 11 countries. Jonathan's a very busy person and we appreciate his time. Jonathan, welcome to the program. Great to be here with you. You've been a busy person. I've been watching your LinkedIn account in all the countries and continents you've been on over the last couple of months. You're busy in offshore wind and you were just in New York for the climate week. What was some of the outcome from those sessions that you attended? Jonathan Cole: Yeah, it's a busy time for offshore wind and busy time for me, particularly. And I was in New York last week really with two hats on. One was with my Corio CEO hat on because we've got a big project out there in New York Attentive Energy. So I was spending some time with the team out there and hearing all the great work they're doing. But also I'm the chair of the Global Wind Energy Council, so I was out there with that hat on, helping on the advocacy piece more generally. So it was a really interesting week. I think New York Climate Week is a really importa...

The Uptime Wind Energy Podcast
Macquarie Acquires Ziton, Octopus Energy Enters US Market

The Uptime Wind Energy Podcast

Play Episode Listen Later Oct 7, 2024 10:03


This week on News Flash, the hosts discuss Macquarie Asset Management's acquisition of Ziton, a Denmark based provider of operations and maintenance services to the offshore industry. Also, Octopus Energy solidifies its entry into the US renewables market with an investment to create 600 megawatts of new solar farms in the U. S. And Berkshire Hathaway consolidates their company operations, opening the door for more renewable projects. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Allen Hall: I'm Allen Hall, president of Weather Guard Lightning Tech, and I'm here with the founder and CEO of IntelStor, Phil Totaro, and the chief commercial officer of Weather Guard Lightning Tech, Joel Saxum. And this Is your newsflash news flashes brought to you by our friends at IntelStor. If you want market intelligence that generates revenue, then book a demonstration of IntelStor at IntelStor. com Warren Buffett's Berkshire Hathaway energy, the second largest us clean power owner will pay about 3. 9 billion for the minority 8 percent stake held by the family of late board member, Walter Scott. The deal involves 2. 37 billion in cash. The exchange of Berkshire Class B shares for 1. 6 billion BHE shares and issuance of a 600 million one year note. As of January 1st, Berkshire Hathaway Energy owned about 14 gigawatts of clean energy capacity, including 12 gigawatts of wind. And roughly 2 gigawatts of solar and storage. Now, Phil, Berkshire Hathaway Energy has been consolidating operations over the last 6 to 12 months. Is this part of that larger plan to consolidate? Philip Totaro: It sounds like it although this is also obviously a bit of a legacy thing with taking over the stake held by, by Scott's family and presumably in some kind of a trust or something. Like. It's giving Berkshire Hathaway Energy the opportunity, as you mentioned, to just consolidate the, the company's ownership and consolidate the brands under the Berkshire Hathaway Energy umbrella, which theoretically gives them more power. Bandwidth and more capacity to keep borrowing if they need to borrow to go, build out the pipeline of renewable energy projects that they've got. So one thing that we've talked about recently on the show is the fact that there's a lot of investment funds and firms coming into the renewable sector. What they bring with them is capital, or the ability to go leverage the, the capital base that they've got to go borrow money. So for your big utility company owner operators, they want to be able to do a similar thing. And this is going to help kind of bolster the, the company's ability to, to do that. Joel Saxum: Yeah. It's the same thing. Like Phil saying, we've talked about on the show before Berkshire Hathaway backed Warren Buffett, big money is following the same concept as you're seeing with a lot of other big money groups, Vanguard, BlackRock, all these different and, and of course, pension funds and whatnot of putting their capital Into energy infrastructure world, right? So they're helping build up the energy transition, but that's because they see it as good business. So when you see big money coming into a certain sector, you can bet it's going to be around a while and they're betting banking on success. UK Allen Hall: based Octopus Energy has made two new investments in the U. S. green energy market. Following its initial entry just three months ago with solar farm acquisitions in Ohio and Pe...

The Uptime Wind Energy Podcast
Macquarie Invests $1.7B in DESRI, Sany Plans European Factory

The Uptime Wind Energy Podcast

Play Episode Listen Later Sep 30, 2024 8:34


Macquarie Asset Management invest $1. 7 billion in D. E. Shaw Renewable Investments, which operates over 6 gigawatts. Chinese wind turbine manufacturer Sany is preparing to establish a production facility in Europe by 2026. GCM Grosvenor has acquired a 25% stake in the 845 megawatt Shepherds Flat Wind Farm in Oregon. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Allen Hall: I'm Allen Hall, president of Weather Guard Lightning Tech, and I'm here with the founder and CEO of IntelStor, Phil Totaro, and the chief commercial officer of Weather Guard Lightning Tech. Joel Saxum and this is your News Flash. News Flash is brought to you by our friends at IntelStor. If you want market intelligence that generates revenue, then book a demonstration of IntelStor at intelstor. com. Macquarie Asset Management has agreed to acquire a substantial minority stake in D. E. Shaw Renewable Investments, also known as DESRE. This investment, valued up to 1. 7 billion U. S. dollars, aims to bolster Desiree's growth and enhance its market position. Desiree, a leading renewable energy company, currently operates a platform with over 6 gigawatts of gross capacity in projects either operational or under construction. Phill, when you start tossing around the B for billion number in financial exchanges, there's a massive movement of cash in renewables. Philip Totaro: Well, and this follows on the theme that we've been talking about over the past, whatever, two, three months about asset management firms and financial investors kind of pouring money into renewable energy asset owners. Obviously, Macquarie's got a substantial background throughout their investments in Australia, in Europe throughout the rest of the world. Interestingly enough, the U. S. is a market where they've been kind of under penetrated. So, they took their time with evaluating who to partner up with and the fact they picked D. E. Shaw is, is kind of fascinating. You Shaw's got a, a fine track record with the, the performance of their assets, according to our data. And most of their projects are quite profitable. So it's it's a good way for Macquarie to get their, their foot in the door. Joel Saxum: De Shaw on the renewable side, right? De Shaw is a very large company, $60 billion in assets and committed capital with a smaller portion of that being the renewables arm. But it's, it's an odd thing because in the, in the operational circles that we talk to a lot in the wind energy industry in the United States, we don't hear de Shah's name too much. But of course you look at this six gigawatts of power moving and grooving here. One thing that's interesting to me, of course, is the stuff that we follow on the the Uptime podcast here is Macquarie Asset Management recently acquired Onyx Insight. So you could see some Onyx Insight kit being deployed on these DE Shaw renewables Allen Hall: assets shortly. Chinese wind turbine manufacturer Sany is preparing to establish a production facility in Europe by 2026. The company is in advanced talks with potential European customers and has narrowed down potential production locations to three, with Germany and Spain among the options. The company expects to finalize its first European order by the end of this year, initially shipping turbines from China while offering services through partners in Europe. And it's service center in Germany, China, moving into the European marketplace with a fac...

The Rules of Investing
Inside Macquarie's unique approach to consistent alpha

The Rules of Investing

Play Episode Listen Later Sep 27, 2024 42:46


Behavioural economics explains why we make such stupid decisions with our money. Unfortunately, the study has found that behavioural biases are very hard to control and, even if you are aware of them, no one is immune from poor decision-making when it comes to both life and our finances.  This is where quantitative or systematic investing comes in - a realm of investing typically reserved for institutional investors like super funds and the ultra-wealthy.  Quantitative investing removes emotion and behavioural biases from investing. Instead, it relies on some of the smartest people in the world to put together hundreds to thousands of signals and data points for a large language model to make decisions. Humans are involved but just for oversight, in case the model does not truly understand a situation. For example, it may not understand that airlines were not a fantastic short-term opportunity amid a significant sell-off during the COVID-19 crash.  This is a far cry from fundamental investing, which relies on a fund manager or investor analysing macroeconomic and stock-specific factors, meeting with management teams, trying out products and services and reviewing a business's balance sheet before making an investment decision of their own.  The gains from quantitative strategies are typically small, but they're consistent over time. You are not going to have years of 10-20% plus outperformance over an index, but equally, you shouldn't experience huge drawdowns either. And over the long term, this small amount of alpha adds up.   Interestingly, Macquarie Asset Management was one of the few firms that saw its funds achieve 100 batting averages - for both the large-cap and small-cap categories - over a 10-year period. This means that these funds, which are all quantitative strategies*, have outperformed the benchmark 100% of the time in every three-year rolling period over the past decade.  So, to learn more about quantitative investing, quantitative ETFs and the major trends shaping ETF markets, Livewire's Ally Selby was joined by Blair Hannon, ETF Strategist at Macquarie Asset Management.  We discuss some common misconceptions surrounding quantitative investing, the signals that have worked over the last few years, and the magic of compounding over the long term.  Plus, Hannon also shares why he strongly believes that passive investing is not creating a bubble in markets - despite what some of the world's most famous investors (like The Big Short's Michael Burry) would have you think.  Note: This interview was recorded on Tuesday 24 September 2024.  Timecodes  0:00 - Intro  1:54 - Difference between fundamental and quantitative investing  5:28 - Removing the emotion from investing  6:55 - Signals that are used to avoid behavioural biases  8:56 - Do we need human touch on quant funds 10:31 - Common misconceptions of quant investing  14:44 - The signal that has been working over the last year  18:20 - Turnover of stocks in the portfolio 20:10 - The signal that has worked over the long term  21:32 - Why 1% alpha is attractive over the long term  24:38 - Macquarie's batting average scores over 10 and 5 years  27:37 - Why ETF popularity will continue to soar  29:57 - Why active fund managers need to innovate on ETFs 32:50 - Innovation in the US - and what we can expect in Australia  35:08 - Why ETFs aren't the death of managed funds  37:10 - Why passive investment isn't creating a bubble in markets 39:07 - Something that worries Blair about the direction of ETF markets  41:21 - One ETF to hold for the next 5 years if markets were to close Disclaimer:  Product Disclosure Statements and Target Market Determinations for Macquarie ETFs can be found at etf.macquarie.com and should be read before making a decision to invest.  *The Macquarie Australian Shares Fund, Macquarie Australian Equities Fund and the Macquarie Australian Small Companies Fund's investment strategies changed effective 18 December 2017. Until 17 December 2017, the strategies were managed with a fundamental approach. From 18 December 2017, the strategies were restructured such that they are managed with a quantitative, systematic investment approach.

Think Again
Rethinking emerging markets

Think Again

Play Episode Listen Later Sep 5, 2024 17:59


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.

Think Again
Capitalizing on a historic opportunity for municipal bonds

Think Again

Play Episode Listen Later Jun 14, 2024 15:38


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.

Think Again
Time to consider leveraged credit?

Think Again

Play Episode Play 31 sec Highlight Listen Later May 23, 2024 13:41


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.

head credit leveraged macquarie asset management
Between the Bells
Morning Bell 6 May

Between the Bells

Play Episode Listen Later May 5, 2024 4:13


Wall street closed higher on Friday bolstered by a softer-than-expected jobs report which boosted investor hopes of rate cuts in the near future. The Dow Jones rose 1.18%, the S&P500 added 1.26% and the tech-heavy Nasdaq climbed 1.99% on the rate cut optimism.Non-farm payrolls indicated 175,000 jobs were added to the U.S. economy in April, which was well below the 240,000 economists were expecting and the US unemployment rate rose to 3.9% from 3.8% for the month. Wages data also came in below expectations which is a strong sign inflation is becoming less sticky as wages inflation has been a key point of stubborn inflation over the last year. Apple shares rose almost 6% on Friday after the tech giant announced a near US$110bn share repurchase and beat analysts' expectations for 1st quarter results.Over in Europe on Friday, markets closed higher to round out a negative week as investors responded to corporate earnings results. The STOXX600 ended the day up 0.44%, Germany's DAX added 0.6%, the French CAC rose 0.54%, and in the UK, the FTSE100 ended the day up 0.51%.In Asia on Friday markets ended the week in positive territory led by Hong Kong's Hang Seng rising 1.48%.Locally on Friday, the ASX200 rose 0.55% as every sector ended the day in positive territory led by consumer discretionary stocks rising just shy of 2% while reit stocks added 1.55%. Block was the best performing stock locally rising 9.83% after the payment platform posted impressive quarterly results that exceeded analysts' expectations including gross profit rising 22% year-on-year to US$2.09bn.Gold miners came under pressure locally on Friday amid the sliding price of the precious commodity with evolution mining falling 5.57%, while Ramelius Resources fell 2.04% and Regis Resources declined 1.91%.Diversified financial house Macquarie fell on Friday after the company released full year results including net profit falling 32% while net operating income declined 12% over the year. Macquarie attributed the fall in key results to a sharp decline in the commodities and global markets business, and a fall in the Macquarie Asset Management business division.What to watch today:Ahead of the first trading session for the new trading week, the SPI futures are expecting the ASX to open Monday's session up 0.3% on the back of Wall Street's jobs-driven rally on Friday.Looking at commodities this morning, oil is trading 1.22% lower at US$77.99/barrel, gold is down 0.13% 2301.30/ounce and iron ore is down 0.04% at US$118.03/tonne.AU$1.00 is buying US$0.66, 101.08 Japanese yen, 52.68 British pence and NZ$1.10.Trading Ideas:Bell Potter has increased the 12-month price target on Nickel Industries (ASX:NIC) from $1.50 to $1.54 and maintain a buy rating on the nickel producer following the company's release of its March quarter production from its Rotary Kilm Electric Furnace operations including production of 31,840 tonnes of contained nickel and cash costs below Bell Potter's forecasts. The company faced impacted mining production from its Hengjaya Mine however, mixed hydroxide precipitate production increased 16% which ramped up towards nameplate capacity. Bell Potter's analyst sees tailwinds are increasing in CY24 once mining permit delays are overcome.

The SAF Podcast
The SAF Podcast: SkyNRG's journey from procurement to production

The SAF Podcast

Play Episode Listen Later May 2, 2024 50:21 Transcription Available


On this week's episode you get not one, but two Oscars as Oskar Meijerink, SkyNRG  to discuss the transition from procurement to production with Oscar on The SAF Podcast. Oskar has been with SkyNRG since he left university where he wrote a dissertation on project finance for Sustainable Aviation Fuels. He has since been working on the project side, being kept busy with a HEFA project being developed in Delfzijl, Biomass Fischer-Tropsch facility in the Pacific northwest and their eSAF facility under development in Amsterdam. Oskar shares the progress of each location, why they are working across pathways, the process of choosing where to place SAF refineries and what feedstocks to use. All of these decisions are critical if projects are to get to Final Investment Decision. This is something we explore in detail as we explore the challenges of finding investment and what building blocks need to be put in place to best position projects to receive favourable investment decisions. We also touch on the recent Topco investment by Macquarie Asset Management and how encouraging this is for inevestor sentiment on the companies overall strategy.We end the episode by reflecting on the demand side of the market and how SkyNRG's history in this with their Fly on SAF solution and how critical a component understanding of market demand is when considering SAF production.  Having already helped over 40 airlines reach sustainability goals, as well as corporate customers, travel companies and airline customers decarbonise their air travel, Oskar highlights why the understanding of the demand environment drove them towards getting involved on the supply side. This is a fantastic episode that gets into the real detail of building SAF projects and the opportunities and challenges that they present. If you liked this episode, listen to our recent podcast with Mihir Dange, XCF Global Capital and Wray Thorn, Focus Impact Partners, to find out what the investor and producer dynamic is like in the everyday https://www.buzzsprout.com/2202964/14904940Host and Producer: Oscar Henderson, SAF Investor

The Uptime Wind Energy Podcast
GE Vernova Goes Solo, Macquarie Invests $50B in Offshore Wind, Mingyang Plans for Scottish Manufacturing, Avangrid Offshore Project Approved

The Uptime Wind Energy Podcast

Play Episode Listen Later Apr 8, 2024 13:02


General Electric splits into GE Vernova, GE Aerospace, and GE Healthcare, Macquarie Asset Management's Corio Generation invests $50 billion in offshore wind, Mingyang plans a turbine manufacturing facility in Scotland, Avangrid's offshore wind project is approved by the U.S. Interior Department. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.com Allen Hall: I'm Allen Hall, president of Weather Guard Lightning Tech, and I'm here with the founder and CEO of IntelStor, Phil Totaro, and the chief commercial officer of Weather Guard, Joel Saxum. And this is your News Flash. News Flash is brought to you by our friends at IntelStor. And if you want market intelligence that generates revenue, then book a demonstration of IntelStor at IntelStor.com. Macquarie Asset Management, through its fully owned offshore wind unit, Corio Generation, is making a fantastic investment. 50 billion investment in offshore wind over the next seven years. Corio generation, along with partners like TotalEnergies plans to invest in markets, including New York, New Jersey, Scotland, England, Taiwan, and Ireland. Phil, they've hit all the hotspots for offshore wind, but putting 50 billion into that marketplace is massive. Philip Totaro: Yeah. And keep in mind that, we're talking about a market that is likely to be several trillion dollars over the next five to seven years. They're certainly doing their part but also keep in mind that Corio has only really existed, obviously backed by Macquarie Group, but has only really existed for about the past year. I think they just celebrated their one year anniversary very recently. They've come quite far in a short period of time with the deployment of the capital that they've got and the markets that they're looking at are absolutely, the places You want to be, now that the U S has gotten through most of its nonsense and we're getting back on track this is a good market to be in Taiwan's relatively stable. There's a few kind of concerning signals out of there. But for the most part, that's going to still continue to grow and then England and Ireland are absolutely growth markets with a huge pipeline of projects in both those countries. Joel Saxum: 50 billion over the next seven years is their plan. Right now, and correct me if I'm wrong, Phil, but a gigawatt offshore wind farm, fixed bottom, costs between 3 and 5 billion to build, probably about 4 billion. Does that sound about right? Philip Totaro: CapEx costs on an offshore fixed bottom is probably somewhere between 2. 5 and 3 million per megawatt. You can, But yeah, your typical sized project at this point, if it's around a gigawatt in size you're talking about, 3 billion. Joel Saxum: Okay, so we're looking at 15 gigawatts of generation that they could get installed with that 50 billion or something around that. That's huge. That's that will help some countries in some areas hit some generation goals for offshore wind, definitely. And another one to mention here as well, we mentioned on the podcast the other day, but Onyx Insight recently purchased by Macri as a whole. They're also bringing in advanced analytics and tools to the Wind farms that they're installing. Allen Hall: The Scottish Offshore Wind Energy Council added seven new projects, including a Mingyang facility, to the Stage 2 Strategic Investment Model list, which aligns supply chain with developers plans for the ScotWind leasing round.

The Rhodes Center Podcast
How asset managers came to own everything and you failed to notice

The Rhodes Center Podcast

Play Episode Listen Later Mar 25, 2024 53:11


Listeners of the Rhodes Center Podcast have probably heard of companies like Black Rock, State Street and Vanguard. You've also probably heard how, through ETFs and other investment products, these types of investment firms own a staggering share of the world's biggest companies (20-25% of the S&P 500 by some estimates). But in this episode, you'll hear about a whole other side of asset management; one that's more opaque, and possibly much more influential (and corrosive) to our daily lives. Brett Christophers is a geographer and professor at Uppsala University's Institute for Housing and Urban Research, and author of the new book “Our Lives in Their Portfolios: Why Asset Managers Own the World.” In it, he explains how asset management companies like Blackstone and Macquarie Asset Management do more than passively own shares. Over the last few decades, they've begun to invest in and actively run a growing portion of our infrastructure and essential services: hospitals, care homes, water treatment plants, bridges and even parking meters. On this episode, he talks with Mark Blyth about the economics of this new subspecies of asset management, and how they've begun to reshape our society, economy and planet in ways we don't fully understand. Learn about and purchase “Our Lives in Their Portfolios: Why Asset Managers Own the World”Learn more about other podcasts from the Watson Institute at Brown UniversityTranscript coming soon to our website

Think Again
Fueling the energy transition

Think Again

Play Episode Play 32 sec Highlight Listen Later Mar 21, 2024 16:10


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.

Think Again
The risks and rewards with generative AI

Think Again

Play Episode Play 24 sec Highlight Listen Later Mar 7, 2024 25:51


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.

Think Again
How to allocate with conviction in an uncertain market

Think Again

Play Episode Play 34 sec Highlight Listen Later Feb 26, 2024 14:50


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.

Think Again
Is there still time to catch municipal momentum?

Think Again

Play Episode Play 42 sec Highlight Listen Later Feb 12, 2024 19:12


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.

Think Again
A world in transition: Macroeconomic outlook

Think Again

Play Episode Listen Later Jan 11, 2024 24:39


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.

New Project Media
NPM Interconnections - Episode 90: William Demas | Macquarie Asset Management

New Project Media

Play Episode Listen Later Jan 11, 2024 27:04


In the first NPM podcast of 2024, William Demas, Head of Americas at the Green Investment Group of Macquarie Asset Management discusses renewable energy and energy transition investment trends with NPM Managing Editor Jon Berke.Demas forecasts consolidation coming amongst solar developers as the industry continues to scale. Later in the program, Demas discusses MAM's approach to green hydrogen including its recent investment in GH2 derivative Atlas Agro.New Project Media (NPM) is a leading data, intelligence, and events company providing origination led coverage of the renewable energy market for the development, finance, advisory & corporate community. NPM recently announced a European expansion through its strategic acquisition of Energy Rev, a leading proprietary news offering with pan-European coverage specializing in renewable energy and energy transition financing & M&A.

The Portfolio Construction Podcast
EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management

The Portfolio Construction Podcast

Play Episode Listen Later Jan 4, 2024 41:45


In this episode of the Portfolio Construction podcast, Paul O'Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global economic outlook and financial conditions. They also discuss the implications of these factors for monetary policy, such as quantitative easing and tightening, and how they affect the risk and return profiles of fixed income investors in today's market.

Gaining Perspective
New Ways for Advisors to Access Alternative Investments

Gaining Perspective

Play Episode Listen Later Nov 28, 2023 19:03


 With relentless market volatility and other stubborn headwinds, advisors must find an adequate portfolio balance for their clients. What role will alternative investments play in offsetting market challenges? In this episode, we dive into this question with Andrea Mody, U.S. wealth private markets head at Macquarie Asset Management. We discuss how Macquarie continues to be a trailblazer for the democratization of alternatives, how traditional asset managers are reorganizing to incorporate alternatives, the roadblocks for allocation and Andrea's outlook for the space. -Here is a link to the Macquarie Asset Management home page- https://www.macquarie.com/au/en/about/company/macquarie-asset-management.html Here is a link to the podcast I did with Andrea in November, 2021- https://www.advisorperspectives.com/podcasts/2021/11/05/democratizing-alternatives-for-the-advisory-channel A message from Advisor Perspectives and VettaFi: To learn more on this and other topics, check out our full schedule of upcoming CE-approved virtual events. Cryptocurrency investments have been among the top performers in 2023 and over the last ten years. However, the landscape could be changing in early 2024 with the potential approval of the first spot bitcoin ETFs in the U.S. What do ETF-oriented advisors need to understand about cryptocurrencies? Register now for our Crypto Symposium to get your Crypto questions answered. For more info visit https://www.etftrends.com/webcasts/crypto-symposiumExchange taps thought leaders and industry names to share the latest in portfolio construction and product innovation. Ensure your clients reach their growth goals with the most current thinking from top experts. You'll leave with at least one new strategy, product idea, or a portfolio construction tip to apply to your portfolios. For more information on Exchange, visit https://www.exchangeetf.com/

Startup Insider
Investments & Exits - mit Jan Miczaika über die Finanzierungsrunde von SkyNRG und Impact AI

Startup Insider

Play Episode Listen Later Nov 22, 2023 21:51


In der Rubrik “Investments & Exits” begrüßen wir heute Jan Miczaika, Partner bei HV Capital. Jan bespricht die Finanzierungsrunde von SkyNRG und Impact AI.SkyNRG, ein Startup für nachhaltigen Treibstoff für die Luftfahrt mit Sitz in Amsterdam, hat sich eine Finanzierung in Höhe von 175 Millionen Euro gesichert, um die Entwicklung von "aviation fuel" (SAF) zu beschleunigen. Die vom Green Investments Team von Macquarie Asset Management geleitete Investition soll die Wachstumsphase von SkyNRG unterstützen und sich auf die Entwicklung und den Betrieb von SAF-Produktionsanlagen konzentrieren. Ziel des Unternehmens ist es, bis 2030 eigene SAF-Anlagen in Europa und den USA zu errichten und mit strategischen Partnern zusammenzuarbeiten, um die wachsende Nachfrage nach nachhaltigen Lösungen für die Luftfahrt zu befriedigen und einen Beitrag zum Übergang der Luftfahrtindustrie zu Netto-Null-Emissionen zu leisten.Das Linzer Startup Impact AI hat in einer Pre-Seed-Runde 1,5 Millionen Euro gesichert, um seine "Impact Intelligence"-Tools weiterzuentwickeln. Das Unternehmen, gegründet von Anna Maria Brunnhofer-Pedemonte und Justin Bercich, zielt darauf ab, KI-Produkte mit positiven Auswirkungen für Menschen zu schaffen. Impact AI hat sich auf die Entwicklung von "Large Language Model"-basierten Produkten spezialisiert, die KI-Teams dabei helfen, die Leistung ihrer Lösungen zu analysieren und zu verbessern, indem sie Metriken wie Halluzinationen, Genauigkeit, Fairness und Empathie automatisch überwachen. An der Finanzierungsrunde beteiligten sich Investoren wie Alfred Luger, Klaudius Kalcher und Förderstellen wie Austria Wirtschaftsservice (aws) und Österreichische Forschungsförderungsgesellschaft (FFG).

The Joint Venture: an infrastructure and renewables podcast

In this episode, we are joined by Chris Claydon, the CEO of JTL, a leader in skills training within the engineering and construction sectors. Chris provides an insightful perspective on the green skills gap that hampers the UK's energy transition efforts. The interview delves into the challenges and solutions in skilling up the existing workforce, the role of apprenticeships in training a new generation of professionals, and the necessity for government intervention to avert a looming 'skills crisis'.In this week's news, we cover the UK National Grid's upgrade plans in Suffolk and Kent, part of their Sea Link project aiming to add 2GW of transmission capacity. We also explore RES's 400MW Steeple Renewables Project in Nottinghamshire, and then turn to the Nordics, where Norway's first public procurement exercise for offshore wind tenders has experienced delays yet again in 2023.In technology investment, we examine the UK Government's Joule Challenge, a project focused on developing next-generation floating wind turbines. And we cover the joint venture between Norsk Hydro and Macquarie Asset Management, where Macquarie is investing $332 million.We also bring you the headline results of inspiratia's league tables. The full list can be found here. Hosted by:Oliver Carr - Lead AnalystAishwarya Harsure - Reporter Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

Think Again
The future of AI: The next wave of innovation

Think Again

Play Episode Listen Later Oct 19, 2023 22:48


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.

XY Adviser
Investment Podcast #1 - REITs and Real Assets

XY Adviser

Play Episode Listen Later Sep 24, 2023 48:17


James Maydew from Macquarie joins Morningstar's Jody Fitzgerald and host James Whelan to go under the hood for a detailed look at REITs. With flexible working and the digitalisation of business seeing a reshaping of commercial real estate, our experts explore the new strategies required to harness the undoubted income and growth potential of this sector. Jody Fitzgerald LinkedIn: https://www.linkedin.com/in/jody-fitzgerald/ James Maydew LinkedIn: https://www.linkedin.com/in/james-maydew-438b1512/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20230925 Learn more about Macquarie Asset Management. https://ensombl.com/go/2-20230925 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/ Macquarie Disclaimer – https://www.ensombl.com/mam-disclaimer/  

The Joint Venture: an infrastructure and renewables podcast

The team looks over the past week of news in the energy industry and gives its views on some big market trends - joined by special guest Jake Tudge corporate affairs director at National GasIn this episode, we delve into the startling outcome of the UK government's fifth CfD allocation round (AR5), which garnered zero bids for large-scale offshore wind projects, jeopardising the country's 2030 targets for renewable energy. We discuss the industry's concerns and the implications for future auctions.National Grid's new approach to grid capacity allocation aims to speed up the connection of shovel-ready projects. Taken along with Government promises to relax planning laws for wind farms, is this the impetus that the industry needs? We also cover significant deals in the sector, including KKR and Infracapital's combined investment in Zenobe, news of DIF Capital Partners exceeding its fundraising target, and Shell securing a large PPA in Germany, extending its reach into the European renewable market.Also on this episode, we have an exclusive interview with Jake Tudge about what's  changed and what has stayed the same since the formation of National Gas, delving into the future of the UK's hydrogen infrastructure. Tudge is the corporate affairs director at National Gas, responsible for the organisation's external engagement, brand, and reputation. National Gas formed in February 2023 following the majority sale of National Grid Gas Transmission & Metering by National Grid Group to a consortium led by Macquarie Asset Management with the British Columbia Investment Management Corporation.Hosted by:Oliver Carr - Lead analystDila Cebeci - Senior analystAshkenaz Al - Reporter Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

Insurance AUM Journal
Global Private Placements Deconstructed

Insurance AUM Journal

Play Episode Listen Later Sep 14, 2023 25:41


Thanks for joining us. And today's topic is private placement fixed income, and we're joined by Alex Alston, whose division director and co-head of private placements at Macquarie Asset Management.

global private placements deconstructed macquarie asset management
Think Again
Alternative investments: A new era of access

Think Again

Play Episode Listen Later Aug 9, 2023 16:40


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.

EZ News
EZ News 05/17/23

EZ News

Play Episode Listen Later May 17, 2023 5:58


Good afternoon, I'm _____ with today's episode of EZ News. **Tai-Ex opening ** The Tai-Ex opened up 28-points this morning from yesterday's close, at 15,702 on turnover of 1.9-billion N-T. The market closed sharply higher on Tuesday, rising by almost 1.3-per cent, as the bellwether electronics sector led the rise after Wall Street made gains overnight. Taiwan Semiconductor Manufacturing attracted (吸引) strong buying, despite Warren Buffett announcing that he's dumped all of his shares in the company because of concerns over geopolitical risks. **Former UK PM Liz Truss Arrives in Taiwan ** Former U-K Prime Minister Liz Truss is in Taiwan for a five-day trip. According to Truss, visiting Taiwan had been on her mind for some time but she had previously been "unable" to do so because she was in the U-K government. The former U-K prime minister is giving a talk today in Taipei entitled "Taiwan: On the Frontline of Freedom and Democracy," organized by the government-funded Prospect Foundation. She also scheduled to meet with senior government officials and other figures (人物) from Taiwan's political, business and academic circles during her visit. **Third Offshore Wind Farm Officially Inaugurated ** The Formosa 2 offshore wind farm project in Miaoli has been officially inaugurated. The wind farm consists of 47 wind turbines and covers an area of 68-square kilometers off the coast of Zhunan Township. According to developers, Formosa 2 has an installed capacity of 376-megawatts and is expected to supply power to approximately 380,000 households per year in the area. The wind farm is a joint development project by Japanese joint venture (企業) J-E-R-A, Australia's Green Investment Group under Macquarie Asset Management, and Taiwan's Synera Renewable Energy. Formosa 2 is the third offshore wind farm to enter into service here in Taiwan - and follows Formosa 1 in Miaoli and the Taiwan Power Company's Phase-1 Power Grid Construction for Offshore Wind Connection in Changhua County. **G7 Leaders To Pledge Nuclear NonProliferation ** G7 leaders are set to pledge extra support for nuclear non-proliferation agreements when they meet in Japan this weekend. The G7 summit is taking place in Hiroshima, one of the only places to have experienced a nuclear attack, and Japan is hoping it will set the stage for discussions on nuclear disarmament (解除或放棄武器的行為). Chris Gilbert reports from Tokyo. **Italy Cocaine Bust ** Italian authorities say customs police found more than 2,700 kilos of cocaine hidden in 70 tons of boxed bananas shipped from Ecuador. Police estimated the cocaine could have brought traffickers more than $900 million US dollars in street sales if it had reached its ultimate destination in Armenia. Customs police at a southern port became suspicious (懷疑), when a background check showed the banana shippers weren't in the business of moving that much fruit. Officers used scanning machines and the dog to uncover packets of cocaine hidden in boxes already stacked meters-high in container trucks. That was the I.C.R.T. news, Check in again tomorrow for our simplified version of the news, uploaded every day in the afternoon. Enjoy the rest of your day, I'm _____.

Navigating to Net Zero
Looking ahead: Navigating to Net Zero

Navigating to Net Zero

Play Episode Play 29 sec Highlight Listen Later Apr 24, 2023 22:34


In the final episode of Navigating to Net Zero, host Rebecca Darst talks with leaders from Macquarie Asset Management about what they've learned so far and why partnerships are critical to managing their portfolios in line with global net zero emissions by 2040.In this episode, you'll hear about:Macquarie's unique position in infrastructure management and how that has shaped its long-term thinking and approach to decarbonisationWhat political leaders around the world are saying about net zero goals, and how their views have influenced Macquarie's effortsMacquarie's priorities for the next phase of its net zero strategyTechnological innovations on the horizon that will help speed efforts to Navigate to Net ZeroExplore the series. © 2023 Macquarie Group Limited [2791693]Relevant disclaimers and other information can be found here.

Think Again
Thinking beyond 60/40 with alternative investments

Think Again

Play Episode Listen Later Mar 22, 2023 18:08


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

Think Again
Is ‘doing good' good for your portfolio?

Think Again

Play Episode Listen Later Mar 14, 2023 22:15


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

explore macquarie asset management
Navigating to Net Zero
Welcome: Navigating to Net Zero

Navigating to Net Zero

Play Episode Play 16 sec Highlight Listen Later Mar 12, 2023 20:11


In our first episode, Ben Way, Group Head of Macquarie Asset Management, and Mark Dooley, Global Head of Macquarie Asset Management's Green Investments team, join host Rebecca Darst to discuss the climate imperative, how Macquarie is driving practical climate solutions across its global business, and the role of Green Investments in accelerating the energy transition.Hear them explain how:geopolitical and macroeconomic events during the past year have affected net zero projections and planning; the effects of climate change seem to be happening faster than predicted; and what it takes to make short-term adjustments the firm is working with portfolio companies to measure and verify their baseline emissions, identify abatement measures, and mobilise capital and resourcesby investing responsibly and following the firm's purpose statement, Macquarie Asset Management is driving practical climate solutions and the Green Investments team is playing a role in accelerating the energy transition the work is not easy and it is important to share the scale and complexity of the journey, as the series shares insights from the people on the ground who are leading the charge despite varied challenges posed by the industries and regions in which they operate.Explore the series.© 2024 Macquarie Group Limited[3555627]Relevant disclaimers and other information can be found here.

La W Radio con Julio Sánchez Cristo
Macquarie Asset Management le apuesta al desarrollo aeroportuario en Colombia

La W Radio con Julio Sánchez Cristo

Play Episode Listen Later Sep 29, 2022 8:26


Macquarie Asset Management es un grupo con gestión de activos cercana a 500.000 millones de dólares.

Think Again
Dispelling the myths and misconceptions about alternatives

Think Again

Play Episode Listen Later Sep 21, 2022 28:09


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 

Perspectives
Driving decarbonisation solutions

Perspectives

Play Episode Listen Later Aug 29, 2022 33:49


In this episode, our host Lisa Jamieson from Macquarie's Corporate Affairs team, is joined by Kate Vidgen, Head of Industrial Transition and Clean Fuels at Macquarie's Green Investment Group, and Elizabeth O'Leary, Head of Agriculture and Natural Assets at Macquarie Asset Management.Together they discuss the factors accelerating the need for climate change mitigation and how their teams are working on some very different ways of helping businesses keep their commitments to decarbonisation. Considering topics ranging from farming to shipping, they highlight how no one solution fits all – and as a result, decarbonisation pathways can be achieved through a variety of new and innovative methods.Relevant disclaimers and other information can be found here: macquarie.com/disclosures

Barron's Live
Managing Your Money: Navigating the Volatile Bond Market

Barron's Live

Play Episode Listen Later Aug 16, 2022 33:19


Daniela Mardarovici, CFA, co-head of multi-sector fixed income at Macquarie Asset Management, joins Barron's senior writer Lauren Foster to discuss U.S. inflation expectations, future Fed policy, recession fears, and why now is a good time to invest in bonds.

Think Again
Decarbonisation of Electricity Generation

Think Again

Play Episode Listen Later Aug 4, 2022 34:11


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  

Think Again
Be Bullish with Alex Ely – The fixed income perspective

Think Again

Play Episode Play 60 sec Highlight Listen Later Jul 29, 2022 18:19


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 

managing directors bullish fixed income macquarie asset management
Think Again
Speed kills - A macro, multi-asset outlook

Think Again

Play Episode Play 60 sec Highlight Listen Later Jul 28, 2022 31:07


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

Insurance AUM Journal
Infrastructure for Insurers - A Deep Dive with Macquarie Asset Management

Insurance AUM Journal

Play Episode Listen Later Jul 11, 2022 27:29


Thank you for joining another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley. I'm your host. And today, we're going to be talking about infrastructure in insurers with Nick Coxon, Tom Danielsen, and Marc Mercurio from Macquarie.

Think Again
Be Bullish with Alex Ely - Bear markets don't last forever

Think Again

Play Episode Listen Later Jun 22, 2022 12:24


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.comFor more from Alex and his team, visit our website.© 2022 Macquarie Group Limited 

The Portfolio Construction Podcast
EP 49: What does inflation mean for fixed income portfolios? - Macquarie Asset Management

The Portfolio Construction Podcast

Play Episode Listen Later Jun 9, 2022 40:32


2022 has finally seen a surge in inflation across developed countries and the big question now is whether this is structural or more transitory. In this episode, we chat with Brett Lewthwaite, Senior Managing Director, Chief Investment Officer, and Global Head of Fixed Income at Macquarie Asset Management, to discuss supply shocks, the changing role of central banks and what it all means for bond markets and fixed income portfolio positioning. Macquarie Investment Management Australia Limited (ABN 55 092 552 611 AFSL 238321) the issuer and responsible entity of the Funds referred to in this podcast. This is general information only and does not take account of investment objectives, financial situation or needs of any person. It should not be relied upon in determining whether to invest in the Funds. In deciding whether to acquire or continue to hold an investment in a Fund, an investor should consider the Fund's product disclosure statement. The product disclosure statements are available on the Macquarie website at macquarieim.com/pds or by contacting Macquarie on 1800 814 523. Please review the Target Market Determination for the Fund available at macquarieim.com/TMD and consider if the Fund may be suitable for you.  This information is intended for recipients in Australia only. Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this recording is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this recording relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.  

Think Again
Be Bullish with Alex Ely - Post-pandemic perspectives

Think Again

Play Episode Play 36 sec Highlight Listen Later Jun 3, 2022 14:31


Alex Ely addresses inflation, supply chain issues and key market concerns post-pandemic.  Have a question for our podcast? Contact MAMPodcasts@macquarie.comFor more from Alex and his team, visit our website. © 2022 Macquarie Group Limited 

Think Again
Is the municipal market making a comeback?

Think Again

Play Episode Play 52 sec Highlight Listen Later Jun 1, 2022 34:38


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.comFor more from Greg and his team, visit our website. © 2022 Macquarie Group Limited

Think Again
Digital Infrastructure: Transmitting signals of growth

Think Again

Play Episode Play 35 sec Highlight Listen Later May 31, 2022 26:42


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  

Think Again
Identifying growth in the healthcare sector

Think Again

Play Episode Play 27 sec Highlight Listen Later May 25, 2022 27:39


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 

Think Again
Be Bullish with Alex Ely - The long-term perspective

Think Again

Play Episode Play 41 sec Highlight Listen Later May 10, 2022 23:25


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 

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Can Do: Lessons From Savvy Montana Entrepreneurs
Can Do: Understanding the supply chain with Richard Nicholson

Can Do: Lessons From Savvy Montana Entrepreneurs

Play Episode Listen Later May 9, 2022 37:02


Richard Nicholson of Macquarie Asset Management talks about the global supply chain, and how it has been affected by Covid-19.

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Think Again
Be Bullish with Alex Ely - A look at ESG investing

Think Again

Play Episode Listen Later Apr 19, 2022 19:53


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.comFor more from Alex and his team, visit our website.

Think Again
Be Bullish with Alex Ely - Q2 Markets and Volatility

Think Again

Play Episode Listen Later Mar 31, 2022 15:55 Transcription Available


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.comFor more commentary like this, visit our website. 

Between the Bells
Morning Bell 24 March

Between the Bells

Play Episode Listen Later Mar 23, 2022 4:13


On Wednesday, Australian shares rose to a two-month high, as tech shares gained 3.5%, following the US tech rally. The local tech sector was led by Afterpay's parent company Block (ASX:SQ2), which rose to its highest closing price since the company officially listed on the ASX in January, at $188.10. Financials closed at the sector's highest level since mid-November. Major banks, NAB, CBA, Westpac and ANZ all closed with solid gains, which may partly reflect comments on the increase in interest rates by US Federal Reserve Chairman Jerome Powell. Morgan Stanley has said that ANZ and NAB could announced a $1 billion and $2 billion buyback, respectively, in May, while CBA may launch another share buyback, with an additional $2 billion, if it goes ahead with plans to sell its 10% stake in the Chinese Bank, the Bank of Hangzhou. Looking at the ASX200 leaderboard shares in Uniti Group (ASX:UWL) led among blue chips. UWL surged 10.7% before entering into a trading halt in afternoon trade. This followed news of a $5 a share bid for Uniti, made by Macquarie Asset Management and PSP Investments. This new proposal beats the current offer on the table from Morrison & Co by approximately 11%. Meanwhile Fisher & Paykel Healthcare (ASX:FPH) fell 8%, after the company announced it expects a decline in its sales guidance for FY22 and also warned that freight costs are weighing on margins. The most traded stocks by Bell Direct clients yesterday included Lake Resources (ASX:LKE), Northern Star Resources (ASX:NST) and the Australian Foundation Investment (ASX:AFI). US equities closed in the red, with all three major benchmarks lower. The Dow was down 1.3%, the S&P500 down 1.2% and the Nasdaq down 1.3%.   What to watch today:Following the broad sell-off in New York overnight, the SPI futures are suggesting the ASX200 will fall 0.73% at the open this morning. In commodities, the oil price rallied, trading at US$114 per barrel, after Russia announced that a storm in the Black Sea had damaged one of the world's largest oil pipelines, which has disrupted exports from Russia and Kazakhstan. The gold price is also higher, however remains under pressure as the Fed calls for an aggressive monetary tightening to combat inflation. Iron ore is lower, moving away from the 7-month high hit earlier this month, following demand concerns with the resurgence of COVID-19 cases in China. Companies that are set to go ex-dividend today include Cash Converters (ASX:CCV), Healius (ASX:HLS) and Spark New Zealand (ASX:SPK).  Trading Ideas:Bell Potter maintain their BUY rating on Uniti Group (ASX:UWL) and have increased their price target from $4.50 to $5. This price target is a premium to the office price of $4.50 by Morrison & Co, in the bidding war for Uniti. Trading Central have identified a bullish signal in Ioneer (ASX:INR) indicating that the price may rise from the close of $0.58 to the range of $0.69-$0.71, over 19 days, according to the standard principles of technical analysis. 

Perspectives
2022 Outlook: The investment landscape and the ever-evolving role of asset management

Perspectives

Play Episode Listen Later Mar 15, 2022 20:03


In this episode, we explore the key themes set to shape the investment landscape and performance of key asset classes in the year ahead – building on those outlined in Macquarie Asset Management's Outlook 2022 report. We also discuss how the asset management sector is stepping up to play an increasingly important role in tackling climate change - and how the COVID-19 pandemic continues to shape our world, uncovering what the “new normal” might look like for investors and asset managers.Amanda Mitchell, Head of Corporate Affairs for Macquarie Asset Management leads the discussion and is joined by Ben Way, Group Head of Macquarie Asset Management and Daniel McCormack, Macquarie Asset Management's Senior Economist.Read the full 2022 Outlook report: https://www.macquarie.com/au/en/about/company/macquarie-asset-management/outlook-2022.htmlPlease note, this episode and the Outlook 2022 report were created prior to the invasion of Ukraine.Relevant disclaimers and other information can be found here: macquarie.com/disclosures

Think Again
Core equities in the balance

Think Again

Play Episode Listen Later Mar 8, 2022 21:32


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. 

Perspectives
International Women's Day: Equality today for a sustainable tomorrow

Perspectives

Play Episode Listen Later Mar 7, 2022 21:14


International Women's Day is an opportunity to recognise and celebrate the social, economic, cultural, and political achievements of women and girls around the world, as well as to think about the ways we can accelerate the change needed to build a better, more equitable future.In this episode, Macquarie leaders draw on their own experiences to discuss what we can all do to create a more equitable, sustainable future, along with exploring the parallels between the work needed to deliver gender equity and environmental sustainability.Kylie Fuller, Global Head of Diversity, Equity and Inclusion is joined by Shemara Wikramanayake, Macquarie Group's Managing Director and CEO; Verena Lim, CEO of Asia and a Senior Managing Director in Macquarie Asset Management; and Vanessa Lenthall, Head of Energy Finance and Global Head of Mining Finance in our Commodities and Global Markets group.Relevant disclaimers and other information can be found here: macquarie.com/disclosures

Think Again
The battle for Ukraine. What's next for the global economy?

Think Again

Play Episode Listen Later Feb 25, 2022 16:43


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. 

Think Again
Global Growth and Inflation

Think Again

Play Episode Play 47 sec Highlight Listen Later Feb 17, 2022 25:09


Macquarie global economist Hayden Skilling joins the show to analyze the year ahead in the global economy and markets. Daniel McCormack moderates. 

Think Again
The Private Markets Opportunity

Think Again

Play Episode Play 51 sec Highlight Listen Later Feb 14, 2022 19:31


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.comFor more education on the private markets for financial advisors, please visit the Sharpe Advisor. 

Think Again
Revisiting China and property markets in the new year

Think Again

Play Episode Listen Later Jan 31, 2022 28:09


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. 

Think Again
Be Bullish with Alex Ely - Where to in '22?

Think Again

Play Episode Listen Later Dec 20, 2021 20:28


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.

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Think Again
Be Bullish with Alex Ely - Breaking down the disruption: Lifestyle investing shaped by a pandemic

Think Again

Play Episode Listen Later Dec 9, 2021 24:57


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.comFor more on investing in disruptions, visit our website. 

Think Again
Be Bullish with Alex Ely - The Modern Renaissance Revisited

Think Again

Play Episode Listen Later Nov 22, 2021 9:50


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.comFor more from Alex and his team, visit delawarefunds.com. 

Think Again
Be Bullish with Alex Ely - Digitization and growth

Think Again

Play Episode Listen Later Nov 8, 2021 12:43


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. 

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Think Again
Be Bullish with Alex Ely - Sustainability in growth investing

Think Again

Play Episode Listen Later Oct 25, 2021 13:42


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. 

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Think Again
A bond's eye view

Think Again

Play Episode Listen Later Oct 18, 2021 24:36


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 

Think Again
Is Evergrande the tip of the iceberg?

Think Again

Play Episode Listen Later Oct 6, 2021 30:26


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

Think Again
Be Bullish with Alex Ely - Tracking a correction in growth

Think Again

Play Episode Listen Later Oct 4, 2021 14:23


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

Think Again
The Sky to Net Zero

Think Again

Play Episode Listen Later Sep 30, 2021 39:11


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 sectorOil production by productBreakdown of fuel use within aviationAirbus CEO comments on hydrogen (may require Bloomberg license)Eurocontrol for information on flight distances and emissions shares

Think Again
Be Bullish with Alex Ely - Back to "normal"?

Think Again

Play Episode Listen Later Sep 13, 2021 16:04 Transcription Available


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

Think Again
The Road to Net Zero

Think Again

Play Episode Listen Later Sep 8, 2021 32:02 Transcription Available


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 ReportNASA's intro to climate changeInternational Energy Agency – ‘Net Zero by 2050'BloombergNEF 2021 ‘New Energy Outlook'Energy efficiency – Rocky Mountain InstituteThe Jevons Paradox Have a question for Peter or our podcast? E-mail MAMPodcasts@macquarie.com

Think Again
Be Bullish with Alex Ely - A healthy dose of optimism

Think Again

Play Episode Listen Later Aug 30, 2021 16:08 Transcription Available


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

Think Again
Be Bullish with Alex Ely - Questions ahead, but trends remain

Think Again

Play Episode Listen Later Aug 16, 2021 14:22 Transcription Available


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. 

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Think Again
Private markets and alternative yields

Think Again

Play Episode Listen Later Aug 13, 2021 28:21


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 

Think Again
Pathways: Industrial property

Think Again

Play Episode Listen Later Aug 11, 2021 19:30


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?  

Think Again
The ultimate multi-managers: Women in investing

Think Again

Play Episode Listen Later Jul 30, 2021 57:11 Transcription Available


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.

CFA Institute Take 15 Podcast Series
What to Make of the Bond Markets?

CFA Institute Take 15 Podcast Series

Play Episode Listen Later Jul 28, 2021 29:46


Daniela Mardarovici, CFA, Managing Director, Co-Head of US Multisector Fixed Income at Macquarie Asset Management, discusses her approach to investing and offers perspective on the bond markets and how to add value in this environment.   ▶️ Subscribe to the Take 15 Podcast YouTube channel: https://www.youtube.com/channel/UCA3HUMuK4FSp_CvQH_2Ji7g?app=desktop   

Think Again
It's all about income

Think Again

Play Episode Listen Later Jul 26, 2021 25:29 Transcription Available


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.   

Think Again
Be Bullish with Alex Ely - Proceed with caution

Think Again

Play Episode Listen Later Jul 19, 2021 14:31


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. 

Think Again
Be Bullish with Alex Ely - Overcoming growing pains

Think Again

Play Episode Listen Later Jun 28, 2021 18:12


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. 

Think Again
Introduction to Infrastructure with James Cowan

Think Again

Play Episode Listen Later Jun 25, 2021 18:49


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. 

Think Again
Be Bullish with Alex Ely - The value of a long-term view

Think Again

Play Episode Listen Later Jun 14, 2021 13:24


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.

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Think Again
Be Bullish with Alex Ely - Wealth over the long run

Think Again

Play Episode Listen Later Jun 1, 2021 13:41


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. 

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Think Again
Evolution vs. Disruption vs. Revolution

Think Again

Play Episode Listen Later May 26, 2021 29:41 Transcription Available


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. 

Think Again
Be Bullish with Alex Ely - Better living beyond the pandemic

Think Again

Play Episode Listen Later May 3, 2021 18:56 Transcription Available


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

Think Again
Be Bullish with Alex Ely - Investing styles for today

Think Again

Play Episode Listen Later Apr 19, 2021 21:26 Transcription Available


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

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Think Again
In conversation: Daniela Mardarovici

Think Again

Play Episode Listen Later Apr 14, 2021 29:57 Transcription Available


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. 

Think Again
Be Bullish with Alex Ely - A fresh take on valuations

Think Again

Play Episode Listen Later Mar 22, 2021 18:51 Transcription Available


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. 

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Think Again
Be Bullish with Alex Ely - A century of disruptions

Think Again

Play Episode Listen Later Mar 1, 2021 15:13 Transcription Available


In this episode, Alex details almost 100 years of market disruptions, their lasting impacts, and what they may teach us about disruptions to come. 

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Think Again
Be Bullish with Alex Ely - Investing in disruptions

Think Again

Play Episode Listen Later Feb 22, 2021 20:32 Transcription Available


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.

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Think Again
Be Bullish with Alex Ely - Better, cheaper, faster

Think Again

Play Episode Listen Later Feb 8, 2021 18:27 Transcription Available


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.

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Think Again
Welcome to the Think Again podcast

Think Again

Play Episode Listen Later Feb 1, 2021 3:29 Transcription Available


Listen to an introduction to our new podcast, Think Again, from podcast moderator, Denise St. Ivany. 

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