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 tame inflation. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps, Related content: <a href='https://go.pardot.com/l/914921/2022-10-11/pbf3y'>The bigger they are, the harder the fall</a> © 2022 Macquarie Group Limited [2453332]Relevant disclaimers and other information can be found <a href='https://www.delawarefunds.com/ideas/think-again'>here</a>.

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 tame inflation. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps, Related content: The bigger they are, the harder the fall © 2022 Macquarie Group Limited [2453332] Relevant disclaimers and other information can be found here.

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 tame inflation. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps, Related content: <a href="https://go.pardot.com/l/914921/2022-10-11/pbf3y" rel="noopener noreferrer">The bigger they are, the harder the fall</a> © 2022 Macquarie Group Limited [2453332]Relevant disclaimers and other information can be found <a href="https://www.delawarefunds.com/ideas/think-again" rel="noopener noreferrer">here</a>.

The bigger they are, the harder the fall

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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The bigger they are, the harder the fall

The bigger they are, the harder the fall

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