Think Again

On April 30, 2021, Macquarie Asset Management completed the acquisition of Waddell & Reed Financial, Inc. We have been thrilled to work together with Ivy Investments, who have become a part of the Delaware Funds family. As a combined firm, we look forward to delivering you a high-quality of advisor education content. 

Join the Ivy Investments team as they offer their outlook on the US recovery and the Federal Reserve’s new framework, including its impact on inflation, interest rates and growth.  Daniel P. Hanson, CFA, Senior Vice President and Chief Investment Officer hosts Derek Hamilton, Global Economist for this special event. 

Listen to an exclusive replay of our recent live panel discussion featuring three of Macquarie Asset Management’s top female investment professionals. Denise St. Ivany, moderated an afternoon with Erin Ksenak, senior vice president, portfolio manager; Daniela Mardarovici, managing director, co-head of US Multisector Fixed Income; and Kelley Carabasi, managing director, senior portfolio manager, where they discussed investing, their careers, and family.

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Host Denise St. Ivany is again joined by Greg Gizzi,  Managing Director,  Senior Portfolio Manager, Head of Municipal Bonds.  Greg discusses where he sees opportunity in the municipal bond market at the start of Q3, as well as factors that may be driving performance, finding value in the in a continued low rate environment, and how recent infrastructure moves in Washington, D.C.  may effect the market.  
 

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Looks can be deceiving, especially when it comes to market trends. Alex provides a status update on meme stocks and cryptocurrencies, as he reviews the news of the day, what matters in the markets, and delves into this week's topic and another potential area to watch cautiously: the Sin Stocks. 

Could the rotation from growth to value be coming to an end? Alex discusses the Fed's recent decisions and their impact on Equity markets, as well as how growth managers are sticking to their process despite economic headwinds. 

Timely for today: Last week, Denise St. Ivany was joined by James Cowan, Managing Director, Macquarie Infrastructure and Real Assets.  Listen as Denise and James breakdown what financial advisors may want to consider as they examine this alternative asset class as a potential tool for the right investor's portfolio. 

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In this May 2021 Macquarie Fixed Income Strategic Forum, the team investigated a very important thesis: Whether or not  financial markets are at a significant turning point.  Macquarie’s Daniel Longden sat down soon after in our Sydney studio with CIO and Global Head of Fixed Income, Brett Lewthwaite to recap the discussion. 

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In the recent term, value stocks have outperformed growth.  So, how do growth managers approach this late-term pandemic market? Listen as Alex breaks down his long-term perspective as the economy continue to reopen , including the latest on cryptocurrencies and developments in government policy.

Alex reviews the news of the week with a focus on this week's theme: the value in having a long-term investing, and how disruptions in industries and economies can often support that approach. 

Change means opportunity. Denise St. Ivany speaks to Peter Durante, Head of Technology and Innovation at Macquarie Asset Management, whose job is making sense of how change and innovation in our world can drive the capital markets. Listen as they discuss how the research Peter’s team performs informs both risk and opportunities, as well as how technology impacts our own direct investments. 

Relevant disclaimers and other information can be found here.