Think Again

Alex shares his thoughts on market corrections, as well as a review of some of the concerns investors may have as the US begins to vaccinate and to reopen areas of the economy. 

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What can the trend toward friendlier weather, less congestion, and opportunities for living without walls tell us about where to look for growth? Alex reviews the news of the day, including a look at earnings season, and discusses the secular migration toward the outdoors. 

Question for Alex and our podcast? Email: [email protected]

In addition to the news of the day, Alex reviews his team's approach to investing, as well as provides an overview to other investing styles and how they may be relevant  in today's market. 

Questions for Alex and our podcast? E-mail: [email protected]

Denise St. Ivany sits down with Daniela Mardarovici, Managing Director, Co-Head of US Multisector Fixed Income, to discuss fixed income solutions in the context of today's markets, and how advisors might keep things simple for their clients in a rising rate environment. 

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Alex shares an update on recent news and market activity, setting the stage for a dissection of his view of the "second Renaissance" humanity may be experiencing today. 

Alex covers the key points  in this week's news cycle for investors, and his perspective on how to have a comprehensive conversation about valuation. 

Denise St. Ivany hosts Greg Gizzi, Managing Director, Head of Municipal Bonds, Senior Portfolio Manager. Greg recaps the year in municipals in 2020, as well as  what signs of recovery he’s looking at in the markets now,  a year into the COVID-19 pandemic.

Relevant disclaimers and other information can be found here.

In this episode, Alex details almost 100 years of market disruptions, their lasting impacts, and what they may teach us about disruptions to come. 

Alex Ely discusses what it means to invest in disruptions--potential key opportunities his team continues to follow in 2021. Alex covers the past week in the news, and offers perspectives on what this news could mean for the markets, eight to nine months into our current economic cycle.

Alex Ely, chief investment officer for Macquarie’s US Growth Equity team, introduces himself and the “Be Bullish” series.  Alex gives perspective on why he is bullish in today’s market, why he has a uniquely optimistic approach to investing, and how he sees better, cheaper, and faster as the way forward.