Think Again
Macquarie Asset Management
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Think you’re ready for what’s around the corner in our business? We invite you to “Think Again” with Macquarie’s new podcast series. From the portfolios to the people you manage, let our experts be your resource for fresh ideas and innovative insights that will keep you thinking, brought to you by Macquarie Asset Management and Delaware Funds® by Macquarie. Delaware Funds by Macquarie refers to certain investment solutions offered by Macquarie Asset Management in the US. This page does not promote any mutual fund product or service. All audio, artwork, episode descriptions and notes are the property of Macquarie Asset Management, for Think Again, and published with permission by Buzzsprout. © 2022 Macquarie Group Limited
Available episodes
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Oldest first
Jul 29, 2022
Bullish with Alex Ely – The fixed income perspective
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
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Jul 28, 2022
Speed kills - A macro, multi-asset outlook
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
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Jul 8, 2022
Be Bullish with Alex Ely - What is shaping consumer behavior?
Alex Ely is joined by Dina Pliotis and Jane Fisher for a discussion on consumer trends and the macro forces that may be changing consumer behaviors looking ahead.
Have a question for our podcast? Contact MAMPodcasts@macquarie.com
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited
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Jun 27, 2022
Central banks are hiking, quantitative tightening (…very, very frightening?)
The Macquarie Fixed Income Strategic Forum is held three times a year, comprising over 130 investment professionals, and operates to establish our medium-term views and strategic portfolio positions. One of the challenges with investment management is balancing the short-term noise of financial markets with a longer term assessment of the investment and economic landscape. Listen as Brett Lewthwaite, Global Head of Fixed Income, CIO, recaps the May edition of the Macquarie Fixed Income Strategic Forum.
Related content: Central banks are hiking, quantitative tightening (…very, very frightening?)
© 2022 Macquarie Group Limited
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Jun 27, 2022
Credit in focus - Finding value in high yield and bank loans
Is the opportunity for high yield on the horizon? Adam Brown, Managing Director and Senior Portfolio Manager discusses how investors may find value in high yield securities, including bank loans in the current market environment.
Have a question for the podcast? Contact MAMPodcasts@macquarie.com
© 2022 Macquarie Group Limited
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Jun 22, 2022
Be Bullish with Alex Ely - Bear markets don't last forever
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.com
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited
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Jun 3, 2022
Be Bullish with Alex Ely - Post-pandemic perspectives
Alex Ely addresses inflation, supply chain issues and key market concerns post-pandemic. 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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Jun 1, 2022
Is the municipal market making a comeback?
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.com
For more from Greg and his team, visit our website.
© 2022 Macquarie Group Limited
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May 31, 2022
Digital Infrastructure: Transmitting signals of growth
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
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May 25, 2022
Identifying growth in the healthcare sector
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
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May 10, 2022
Be Bullish with Alex Ely - The long-term perspective
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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Apr 19, 2022
Be Bullish with Alex Ely - A look at ESG investing
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.com
For more from Alex and his team, visit our website.
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Apr 8, 2022
Be Bullish with Alex Ely - Breaking down the disruption: Diversity, Equity, and Inclusion
Alex takes a look at how investing in businesses who are investing in diversifying their talent may soon be winners in the marketplace – and building a better future at the same time. He is joined by Macquarie's regional head of talent & diversity, equity, and inclusion, Chris Michel for this informative conversation on diversity in today's workforce.
For more from Alex and his team, visit Investing in Disruptions.
Have a question or comment for our podcast? Contact us at MAMpodcasts@macquarie.com
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Mar 31, 2022
Be Bullish with Alex Ely - Q2 Markets and Volatility
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.com
For more commentary like this, visit our website.
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Mar 8, 2022
Core equities in the balance
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.
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Feb 25, 2022
The battle for Ukraine. What's next for the global economy?
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.
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Feb 22, 2022
How much? How fast?...Or maybe not much at all.
Join us for this installment of the Macquarie Fixed Income Strategic Forum. The year 2022 has commenced with increased volatility as markets quickly adjust to the hawkish shift from most developed world central banks. The big question that we grappled with at the recent Forum was whether more persistent inflation would remain and how quickly central banks would tighten financial conditions. How much? How Fast?...Or maybe not much at all.
For more from the Macquarie Fixed Income Strategic Forum, visit our website.
Questions for our team? Please contact MAMPodcasts@macquarie.com
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Feb 22, 2022
Be Bullish with Alex Ely - Supply and demand
Alex is joined this week by investment team sector analyst Nate Mahrer to review currently supply chain dynamics as we head toward the end of Q1 2022.
Questions for Alex or Nate? Reach us at MAMpodcasts@macquarie.com
For more from the team, visit Investing in disruptions
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Feb 17, 2022
Global Growth and Inflation
Macquarie global economist Hayden Skilling joins the show to analyze the year ahead in the global economy and markets. Daniel McCormack moderates.
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Feb 14, 2022
The Private Markets Opportunity
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.com
For more education on the private markets for financial advisors, please visit the Sharpe Advisor.
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Feb 7, 2022
Be Bullish with Alex Ely - Breaking down the disruption: Healthcare shaped by a pandemic
Alex reviews the recent market correction before introducing the topic of the day--the pandemic. He and Jane Fisher are joined by their team's lead healthcare sector analyst, Traver Davis.
Have a question for our podcast? E-mail MAMPodcasts@macquarie.com
For more from Alex, visit Investing in disruptions.
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Jan 31, 2022
Revisiting China and property markets in the new year
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.
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Jan 24, 2022
Be Bullish with Alex Ely - Welcome to 2022
Alex is joined by teammate and Director of Research, Jane Fisher, to discuss the team's approach as we're into the first month of 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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Dec 20, 2021
Be Bullish with Alex Ely - Where to in '22?
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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Dec 9, 2021
Be Bullish with Alex Ely - Breaking down the disruption: Lifestyle investing shaped by a pandemic
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.com
For more on investing in disruptions, visit our website.
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Dec 7, 2021
Municipals in focus
Denise St. Ivany is joined again by Greg Gizzi, Managing Director, Senior Portfolio Manager, Head of Municipal Bonds. Greg discusses where he sees opportunity in the municipal bond market as we head into the end of the year in light of recent news out of Washington D.C. and the continuing effects of COVID-19 on the supply chain.
Have a question for Greg or our podcast? Contact MAMPodcasts@macquarie.com
For more from Greg and his team, visit our website.
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Nov 22, 2021
Be Bullish with Alex Ely - The Modern Renaissance Revisited
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.com
For more from Alex and his team, visit delawarefunds.com.
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Nov 8, 2021
Be Bullish with Alex Ely - Digitization and growth
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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Nov 2, 2021
Inequality. You, my friend, are part of the problem.
At the September 2021 Macquarie Fixed Income Strategic Forum, our discussion focused on an ever-increasing list of uncertainties the global economy is currently facing. From the fear of stagflation, central bank tapering, the shift from fiscal tailwinds to fiscal headwinds, to China embracing “common prosperity” and all the way to the possibility of a more “socially aware” Federal Reserve. Daniel Longden sat down soon after in our Sydney studio with group CIO Brett Lewthwaite to recap the discussion.
Have a question for our podcast? Contact MAMpodcasts@macquarie.com
If you are a financial advisor or institutional investor, visit our website for more on the Strategic Forum.
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Oct 25, 2021
Be Bullish with Alex Ely - Sustainability in growth investing
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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Oct 18, 2021
A bond's eye view
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
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Oct 6, 2021
Is Evergrande the tip of the iceberg?
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
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Oct 4, 2021
Be Bullish with Alex Ely - Tracking a correction in growth
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
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Sep 30, 2021
The Sky to Net Zero
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 sector
* Oil production by product
* Breakdown of fuel use within aviation
* Airbus CEO comments on hydrogen (may require Bloomberg license)
* Eurocontrol for information on flight distances and emissions shares
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Sep 13, 2021
Be Bullish with Alex Ely - Back to "normal"?
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
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Sep 8, 2021
The Road to Net Zero
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 Report
* NASA’s intro to climate change
* International Energy Agency – ‘Net Zero by 2050’
* BloombergNEF 2021 ‘New Energy Outlook’
* Energy efficiency – Rocky Mountain Institute
* The Jevons Paradox
Have a question for Peter or our podcast? E-mail MAMPodcasts@macquarie.com
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Aug 30, 2021
Be Bullish with Alex Ely - A healthy dose of optimism
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
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Aug 16, 2021
Be Bullish with Alex Ely - Questions ahead, but trends remain
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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Aug 13, 2021
Private markets and alternative yields
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
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Aug 11, 2021
Pathways: Industrial property
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?
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Jul 30, 2021
The ultimate multi-managers: Women in investing
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.
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Jul 26, 2021
It's all about income
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.
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Jul 19, 2021
Be Bullish with Alex Ely - Proceed with caution
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.
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Jun 28, 2021
Be Bullish with Alex Ely - Overcoming growing pains
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.
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Jun 25, 2021
Introduction to Infrastructure with James Cowan
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.
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Jun 22, 2021
Fiscal stimulus! Slipping away from their clutching hands?
The Macquarie Fixed Income team held its most recent Strategic Forum in May 2021. In this Forum, the team investigated a very important thesis: Whether or not financial markets are at a significant turning point. Macquarie’s Daniel Longden sat down soon after in our Sydney studio with group CIO Brett Lewthwaite to recap the discussion.
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Jun 14, 2021
Be Bullish with Alex Ely - The value of a long-term view
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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Jun 1, 2021
Be Bullish with Alex Ely - Wealth over the long run
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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May 26, 2021
Evolution vs. Disruption vs. Revolution
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.
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May 17, 2021
Be Bullish with Alex Ely - Reopening and resetting
Alex shares his thoughts on market corrections, as well as a review of some of the concerns investors may have as the US begins to vaccinate and to reopen areas of the economy.
Questions for Alex and our podcast?
E-mail: MAMPodcasts@macquarie.com
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May 3, 2021
Be Bullish with Alex Ely - Better living beyond the pandemic
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
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Apr 19, 2021
Be Bullish with Alex Ely - Investing styles for today
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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Apr 14, 2021
In conversation: Daniela Mardarovici
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.
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Apr 5, 2021
Be Bullish with Alex Ely - The modern renaissance
Alex shares an update on recent news and market activity, setting the stage for a dissection of his view of the "second Renaissance" humanity may be experiencing today.
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Mar 22, 2021
Be Bullish with Alex Ely - A fresh take on valuations
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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Mar 10, 2021
In conversation: Greg Gizzi and the municipal market today
Denise St. Ivany hosts Greg Gizzi, Managing Director, Head of Municipal Bonds, Senior Portfolio Manager. Greg recaps the year in municipals in 2020, as well as what signs of recovery he’s looking at in the markets now, a year into the COVID-19 pandemic.
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Mar 1, 2021
Be Bullish with Alex Ely - A century of disruptions
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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Feb 22, 2021
Be Bullish with Alex Ely - Investing in disruptions
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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Feb 8, 2021
Be Bullish with Alex Ely - Better, cheaper, faster
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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Feb 1, 2021
Welcome to the Think Again podcast
Listen to an introduction to our new podcast, *Think Again,* from podcast moderator, Denise St. Ivany.
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