Episódios

  • Rethinking emerging markets
    Sep 5 2024

    Emerging markets are major drivers of the global economy. Jeffrey Wang, Senior Equity Analyst at Macquarie Asset Management, discusses how his team is navigating the changing emerging market investment landscape, and where they see long-term growth opportunities for investors.

    ©2024 Macquarie Group Limited [3818019]

    Relevant disclaimers and other information can be found here.

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    18 minutos
  • Capitalizing on a historic opportunity for municipal bonds
    Jun 14 2024

    The rise in bond yields over the past two years has made tax-exempt municipal bonds an attractive asset class. Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management shares what the current interest rate environment could mean for the muni markets and the outlook for the second half of 2024.

    ©2024 Macquarie Group Limited [3613066]


    Relevant disclaimers and other information can be found here.

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    16 minutos
  • Time to consider leveraged credit?
    May 23 2024

    Leveraged credit sectors, such as high yield bonds and floating rate loans, have outperformed but did investors miss their chance? Vivek Bommi, Head of Leveraged Credit at Macquarie Asset Management discusses the compelling opportunities and the best investment vehicles for incorporating high yield bonds and bank loans into a portfolio.

    ©2024 Macquarie Group Limited [3591236]

    Relevant disclaimers and other information can be found here.

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    14 minutos
  • The risks and rewards with generative AI
    Mar 7 2024

    Artificial intelligence (AI) has the potential to create disruptions and opportunities across many industries. Brad Warden Senior Portfolio Manager at Macquarie Asset Management explains the importance of evaluating risk with opportunity and how active managers will be critical for investors seeking long-term success.

    Learn more about opportunities related to artificial intelligence in our Outlook 2024: Actionable ideas for a world in transition.

    ©2024 Macquarie Group Limited [3389624]

    Relevant disclaimers and other information can be found here.

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    26 minutos
  • Is there still time to catch municipal momentum?
    Feb 12 2024

    Have investors missed the opportunity in the municipal bond market? Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management shares his outlook for municipal bond investors and if there is still time to take advantage of this historic opportunity.

    Learn more about municipal bond opportunities in our Outlook 2024: Actionable ideas for a world in transition.

    ©2024 Macquarie Group Limited [3331508]

    Relevant disclaimers and other information can be found here.

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    19 minutos
  • Quality through volatility
    Jan 25 2024

    Quality investing is easy to talk about but difficult for investors to find. Senior Portfolio Manager Brad Klapmeyer explains the process of defining (and re-defining) company track records and how putting quality first may help equity investors during market volatility.

    Learn more about quality growth in our Outlook 2024: Actionable ideas for a world in transition.

    ©2024 Macquarie Group Limited [3324410]

    Relevant disclaimers and other information can be found here.

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    23 minutos
  • A world in transition: Macroeconomic outlook
    Jan 11 2024

    As volatility continues, we expect 2024 to be a year of transition and opportunity for investors. Hear from Daniel McCormack Head of Research and Economist Derek Hamilton at Macquarie Asset Management for a discussion on the macroeconomic outlook for the year ahead.

    Explore our Outlook 2024: Actionable ideas for a world in transition to learn more.

    ©2024 Macquarie Group Limited [3318904]

    Relevant disclaimers and other information can be found here.

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    25 minutos
  • Finding the active top 10
    Nov 10 2023

    As the large cap universe becomes more concentrated, re-evaluating the metrics and analytics for these funds becomes increasingly important. Senior Portfolio Manager Brad Klapmeyer, explains how a portfolio’s active positioning is a more advanced and informative metric for investors to consider.

    ©2024 Macquarie Group Limited [3222214]

    Relevant disclaimers and other information can be found here.

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    20 minutos