The year 2022 commenced with increased volatility as markets quickly adjusted to the hawkish shift from most developed world central banks. The big question that we grappled with at the January 2022 MFI Strategic Forum was whether more persistent inflation would remain and how quickly central banks would tighten financial conditions. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income discusses How much? How Fast?...Or maybe not much at all.  [2037698]Relevant disclaimers and other information can be found <a href='https://www.delawarefunds.com/ideas/think-again'>here</a>.

The year 2022 commenced with increased volatility as markets quickly adjusted to the hawkish shift from most developed world central banks. The big question that we grappled with at the January 2022 MFI Strategic Forum was whether more persistent inflation would remain and how quickly central banks would tighten financial conditions. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income discusses How much? How Fast?...Or maybe not much at all. [2037698] Relevant disclaimers and other information can be found here.

The year 2022 commenced with increased volatility as markets quickly adjusted to the hawkish shift from most developed world central banks. The big question that we grappled with at the January 2022 MFI Strategic Forum was whether more persistent inflation would remain and how quickly central banks would tighten financial conditions. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income discusses How much? How Fast?...Or maybe not much at all.&nbsp; [2037698]Relevant disclaimers and other information can be found <a href="https://www.delawarefunds.com/ideas/think-again" rel="noopener noreferrer">here</a>.

How much? How fast?...Or maybe not much at all.

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. Trusted by institutions, governments, foundations and individuals to manage approximately $A916.8 billion in assets, we provide a diverse range of investment capabilities including real assets, real estate, credit, equities and multi-asset solutions.&nbsp;Macquarie Asset Management is part of Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs approximately 21,000+ in 34 markets and is listed on the Australian Securities Exchange.&nbsp;All figures as at 30 September 2024.&nbsp;The views expressed are as of the date of publication and are subject to change. All third-party marks cited are the property of their respective owners. All audio, artwork, episode descriptions and notes are the property of Macquarie Asset Management (MAM), for Think Again, and published with permission by Buzzsprout.&nbsp;©2025 Macquarie Group Limited&nbsp;[4384854]

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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. Trusted by institutions, governments, foundations and individuals to manage approximately $A916.8 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 Macquarie Group, a diversified financial group providing clients with asset management, finance, banking, advisory, and risk and capital solutions across debt, equity and commodities. Founded in 1969, Macquarie Group employs approximately 21,000+ in 34 markets and is listed on the Australian Securities Exchange.   All figures as at 30 September 2024.   The views expressed are as of the date of publication and are subject to change. All third-party marks cited are the property of their respective owners. All audio, artwork, episode descriptions and notes are the property of Macquarie Asset Management (MAM), for Think Again, and published with permission by Buzzsprout.   ©2025 Macquarie Group Limited   [4384854]

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How much? How fast?...Or maybe not much at all.

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