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.

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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]

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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. 

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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]

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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]

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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]

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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]

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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]

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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]

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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]

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