Macquarie Asset Management

Think Again

Business EN ↓ 33 episodes

In April 2025, Macquarie Group Limited and Nomura Holding America Inc. (Nomura) announced that they had entered into an agreement for Nomura to acquire Macquarie Asset Management’s US and European public investments business. The transaction is subject to customary closing conditions, including the receipt of applicable regulatory, client, and shareholder approvals. Subject to such approvals and the satisfaction of these conditions, the transaction is expected to close by the end of 2025. Macquarie Asset Management (MAM) is a global asset manager, integrated across public and private markets....

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Macquarie Asset Management

Episodes

States' resilience bolster municipal bond opportunities 24.04.2023 19:16

Hear from Greg Gizzi and Colleen Spagnuolo from the municipal bonds team as they discuss the unique income opportunities for investors at the state and local level and how states’ financial strength is impacting the municipal market. © 2023 Macquarie Group Limited [2856484] Relevant disclaimers and other information can be found here .

Thinking beyond 60/40 with alternative investments 22.03.2023 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 [2791079] Relevant disc...

Is ‘doing good’ good for your portfolio? 14.03.2023 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 [2763046] Relevant disclaimers and other information can be found here .

Delayed reaction, liquidity contraction 06.03.2023 23:42

Inflation is slowing across the globe and central banks have been slowing down the magnitude of the rate hikes. However, the significant tightening of monetary policy in 2022 has yet to reveal its impact on the economy and markets... Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps the latest edition of the Macquarie Fixed Income Strategic Forum and discusses whether it is...

If you want growth, find quality 27.02.2023 32:52

If you want growth, you might want to focus on quality first. In this episode we hear from Brad Klapmeyer, Senior Portfolio Manager for Large Cap Growth and Kim Scott, Senior Portfolio Manager for Mid Cap Equities on strategies for finding companies that can stand the test of time. Explore the 2023 Outlook - Actionable ideas for a volatile world © 2023 Macquarie Group Limited [2722490] Relevant d...

Muni bonds are back, but for how long? 14.02.2023 16:24

After a difficult year, municipal bonds are back in the spotlight. Senior Trader, Bill Roach shares an update on the bond market and whether investors still have time to take advantage of this historic opportunity. Explore the 2023 Outlook - Actionable ideas for a volatile world © 2023 Macquarie Group Limited [2726802] Relevant disclaimers and other information can be found here .

Mild or moderate? What a 2023 recession might look like 13.01.2023 28:21

Economist Derek Hamilton tackles the macroeconomic outlook at mid-January 2023. Will the fed be cutting by year-end? How much will inflation fall? Has it fallen? What roles will consumer and investor sentiment have? Explore the 2023 Outlook - Actionable ideas for a volatile world to learn more. © 2023 Macquarie Group Limited [2679943] Relevant disclaimers and other information can be found here...

The bigger they are, the harder the fall 25.10.2022 37:00

Over the past two years, Macquarie Fixed Income (MFI) analysis has determined that the economic environment was largely being defined by first the pandemic shock and then later by the energy price shock resulting from the war in Ukraine. However, at our September 2022 MFI Strategic Forum, our analysis pointed to the outlook being increasingly defined by the aggressive stance by central banks to ta...