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Macquarie Asset Management (MAM) is a global asset manager, integrated across public and private markets. Trusted by institutions, governments, foundations and individuals to manage approximately $A892 billion in assets, we provide a diverse range of investment capabilities including real assets, real estate, credit, equities and multi-asset solutions.Macquarie Asset Management is part of Macquari... more

PublishesWeeklyEpisodes71Founded3 years ago
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InvestingBusiness

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Artwork for Think Again

Latest Episodes

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... more

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a month ago

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 acti... more

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2 months ago

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 maximiz... more

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2 months ago

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 advan... more

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3 months ago

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 duri... more

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3 months ago

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... more

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4 months ago

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... more

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6 months ago

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 indu... more

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6 months ago

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