Think Again

Emerging markets are major drivers of the global economy. Jeffrey Wang, Senior Equity Analyst at Macquarie Asset Management, discusses how his team is navigating the changing emerging market investment landscape, and where they see long-term growth opportunities for investors. 

©2024 Macquarie Group Limited [3818019]

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The rise in bond yields over the past two years has made tax-exempt municipal bonds an attractive asset class. Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management shares what the current interest rate environment could mean for the muni markets and the outlook for the second half of 2024.

©2024 Macquarie Group Limited [3613066] 

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Leveraged credit sectors, such as high yield bonds and floating rate loans, have outperformed but did investors miss their chance? Vivek Bommi, Head of Leveraged Credit at Macquarie Asset Management discusses the compelling opportunities and the best investment vehicles for incorporating high yield bonds and bank loans into a portfolio.

©2024 Macquarie Group Limited [3591236] 

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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, including asset classes like infrastructure that may offer the potential for mitigation of inflation risks.

Learn more about opportunities related to energy transition in our Outlook 2024: Actionable ideas for a world in transition.

©2024 Macquarie Group Limited [3408937 ]

Relevant disclaimers and other information can be found here.

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 active managers will be critical for investors seeking long-term success.

Learn more about opportunities related to artificial intelligence in our Outlook 2024: Actionable ideas for a world in transition.

©2024 Macquarie Group Limited [3389624] 

Relevant disclaimers and other information can be found here.

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 maximizing fixed income opportunities in the year ahead.
 
Learn more about taxable fixed income opportunities in our Outlook 2024: Actionable ideas for a world in transition.

©2024 Macquarie Group Limited [3360849]

Relevant disclaimers and other information can be found here.

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 advantage of this historic opportunity.

Learn more about municipal bond opportunities in our Outlook 2024: Actionable ideas for a world in transition.

©2024 Macquarie Group Limited [3331508]

Relevant disclaimers and other information can be found here.

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 during market volatility. 

Learn more about quality growth in our Outlook 2024: Actionable ideas for a world in transition.

©2024 Macquarie Group Limited [3324410]

Relevant disclaimers and other information can be found here.

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 the year ahead.

Explore our Outlook 2024: Actionable ideas for a world in transition to learn more.

©2024 Macquarie Group Limited [3318904]

Relevant disclaimers and other information can be found here.

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 informative metric for investors to consider. 

©2024 Macquarie Group Limited [3222214]

Relevant disclaimers and other information can be found here.