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Think Again episodes
- States' resilience bolster municipal bond opportunities
Hear from Greg Gizzi and Colleen Spagnuolo from the municipal bonds team as they discuss the unique income opportunities for investors at the state and local level and how states’ financial strength is impacting the municipal market.
© 2023 Macquarie Group Limited [2856484]Relevant disclaimers and other information can be found here.
20 min - Understanding the energy transition
Globally we’re seeing a shift in how energy is consumed and as a result, an increase in demand for renewables, energy storage technology, and resources such as green hydrogen. On this episode, Chris Leslie, Senior Managing Director at Macquarie Asset Management’s Green Investment Group, discusses this shift - the Energy Transition – its various aspects, what it means for investors, and the potential opportunity set it may present.
© 2023 Macquarie Group Limited [2819438]Relevant disclaimers and other information can be found here.
31 min - Thinking beyond 60/40 with alternative investments
Ruth Goodstein, chief operating officer of Wealth Solutions at Macquarie Asset Management discusses the recent evolution and democratization of alternative investments and why now may be a great time for advisors and their clients to think beyond the traditional 60/40 portfolio.
Explore the 2023 Outlook - Actionable ideas for a volatile world
© 2023 Macquarie Group Limited [2791079]Relevant disclaimers and other information can be found here.
19 min - Is ‘doing good’ good for your portfolio?
Can sustainable investments deliver profits and a positive impact? Barry Gladstein, head of sustainable investing for Public Investments at Macquarie Asset Management, discusses the opportunities across all sectors.
Explore the 2023 Outlook - Actionable ideas for a volatile world
© 2023 Macquarie Group Limited [2763046]Relevant disclaimers and other information can be found here.
23 min - Delayed reaction, liquidity contraction
Inflation is slowing across the globe and central banks have been slowing down the magnitude of the rate hikes. However, the significant tightening of monetary policy in 2022 has yet to reveal its impact on the economy and markets... Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps the latest edition of the Macquarie Fixed Income Strategic Forum and discusses whether it is a case of go with recent sentiment and join the “dash for trash” or, as is usually the case with tightening cycles, mind the lags?
© 2024 Macquarie Group Limited [3436109]Relevant disclaimers and other information can be found here.
24 min - If you want growth, find quality
If you want growth, you might want to focus on quality first. In this episode we hear from Brad Klapmeyer, Senior Portfolio Manager for Large Cap Growth and Kim Scott, Senior Portfolio Manager for Mid Cap Equities on strategies for finding companies that can stand the test of time.
Explore the 2023 Outlook - Actionable ideas for a volatile world
© 2023 Macquarie Group Limited [2722490]Relevant disclaimers and other information can be found here.
33 min - Muni bonds are back, but for how long?
After a difficult year, municipal bonds are back in the spotlight. Senior Trader, Bill Roach shares an update on the bond market and whether investors still have time to take advantage of this historic opportunity.
Explore the 2023 Outlook - Actionable ideas for a volatile world
© 2023 Macquarie Group Limited [2726802]Relevant disclaimers and other information can be found here.
17 min - Bonds are back: The bright outlook for fixed income
Daniela Mardarovici, CFA and Co-Head of US Multisector Fixed Income discusses how bonds and opportunities across fixed income markets may be a silver lining for investors after a stormy 2022.
Explore the 2023 Outlook - Actionable ideas for a volatile world
Read the latest insight The 100-year storm: Every cloud has a silver lining
© 2023 Macquarie Group Limited [2685914]Relevant disclaimers and other information can be found here.
20 min - Mild or moderate? What a 2023 recession might look like
Economist Derek Hamilton tackles the macroeconomic outlook at mid-January 2023. Will the fed be cutting by year-end? How much will inflation fall? Has it fallen? What roles will consumer and investor sentiment have?
Explore the 2023 Outlook - Actionable ideas for a volatile world to learn more.
© 2023 Macquarie Group Limited [2679943]Relevant disclaimers and other information can be found here.
29 min - Be Bullish with Alex Ely - Growth or value... or both?
Alex Ely is joined by Kelley McKee Carabasi, Co-CIO of the US Small-Mid Cap Value Equity team to discuss the style and approach to value investing.
© 2022 Macquarie Group Limited20 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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