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Think Again episodes
- A world in transition: Macroeconomic outlook
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.
25 min - Finding the active top 10
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.
21 min - The future of AI: The next wave of innovation
Hear from Brad Warden and Gus Zinn, Senior Portfolios Managers at Macquarie Asset Management share their insights on how artificial intelligence (AI) is transforming the next wave of innovation and the opportunities for investors beyond the tech industry.
[3171815]Relevant disclaimers and other information can be found here.
23 min - Delayed or canceled recession?
Economist Derek Hamilton discusses the latest recession forecast along with signals and market forces investors should be paying close attention to in the months ahead. Find more insights from Derek Hamilton in our quarterly market guide, 'Inside the markets' for advisors and investors.
© 2023 Macquarie Group Limited [3109436]Relevant disclaimers and other information can be found here.
20 min - Alternative investments: A new era of access
A new era of access is underway. That's good news for financial advisors and their high-net-worth clients. Greg Brousseau, Managing Director and Co-Head of Wealth Solutions at Macquarie Asset Management discusses the rapidly expanding focus of institutional managers on individual investor capital.
© 2023 Macquarie Group Limited [3042334]Relevant disclaimers and other information can be found here.
17 min - Municipal bonds keeping calm, carrying on
Senior Portfolio Manager, Bill Roach discusses the resilient qualities of municipal bonds in a recessionary environment and why they continue to be a compelling choice for investors.
© 2023 Macquarie Group Limited [3013425]Relevant disclaimers and other information can be found here.
12 min - Recession: Everything and all at once?
Listen as Brett Lewthwaite, CIO and Head of Fixed Income, recaps key investment themes and asset class outlooks from the latest edition of the Macquarie Fixed Income Strategic Forum.
Related content:
Recession: Everything and all at once? - Investment summary
© 2023 Macquarie Group Limited [2932809]Relevant disclaimers and other information can be found here.
7 min - Redefining growth for investors
While market uncertainty has slowed momentum, Senior Portfolio Manager Kim Scott explains how careful evaluations and technology play fundamental roles in modern portfolio construction for equity investors.
© 2023 Macquarie Group Limited [2973811]Relevant disclaimers and other information can be found here.
15 min - How to strike a balance with bonds
Bonds continue to be a vital component to portfolios. Senior Portfolio Manager Daniela Mardarovici discusses how investors can balance opportunities during a challenging macro environment.
© 2023 Macquarie Group Limited [2933619]Relevant disclaimers and other information can be found here.
24 min - Quality control: How growth investors can look ahead with confidence
Brad Klapmeyer, Senior Portfolio Manager of growth equites discusses how quality companies are better positioned to endure volatile conditions and can set the stage for finding key investing opportunities.
© 2023 Macquarie Group Limited [2907249]Relevant disclaimers and other information can be found here.
15 min
About Think Again
From the publisher's feed
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
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