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Think Again episodes
- Be Bullish with Alex Ely - Signs of a market bottom?
Is the market bottoming? Alex discusses signs that a market bottom may be here and how the formation of a new bull market could be ahead.
© 2022 Macquarie Group Limited13 min - The bigger they are, the harder the fall
Over the past two years, Macquarie Fixed Income (MFI) analysis has determined that the economic environment was largely being defined by first the pandemic shock and then later by the energy price shock resulting from the war in Ukraine. However, at our September 2022 MFI Strategic Forum, our analysis pointed to the outlook being increasingly defined by the aggressive stance by central banks to tame inflation. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps,
Related content: The bigger they are, the harder the fall
© 2022 Macquarie Group Limited [2453332]Relevant disclaimers and other information can be found here.
37 min - Resilience of municipal bonds across cycles
US Municipal bonds have historically rallied when an end to monetary tightening comes into focus. Is the window opening? Learn why now might be the time to take a closer look at municipal bonds. Find out more at delawarefunds.com/munis
© 2022 Macquarie Group LimitedRelevant disclaimers and other information can be found here.
20 min - Be Bullish with Alex Ely - Has a new bull market begun?
Alex talks inflation outlook, investing for the long term, current market sentiment, and the swings in equity prices over recent days.
© 2022 Macquarie Group Limited16 min - Be Bullish with Alex Ely – Electric vehicles at a tipping point
Electric vehicle adoption has seen a slow increase, and could be reaching a tipping point – ready to accelerate. Alex Ely is joined by Senior Equity Analyst Nate Mahrer for a discussion on the long-term trends and impacts for electric vehicles. Read the latest insight 'Electric vehicles at a tipping point' from the US Growth Equity team.
Have a question for the podcast? Contact [email protected]
© 2022 Macquarie Group Limited17 min - Dispelling the myths and misconceptions about alternatives
Eric Zeigler, Managing Director – Wealth Solutions at Macquarie Asset Management joins Denise St. Ivany for a discussion aimed to offer “plain talk” around alternatives. With a lot of terminology to understand and an uncertain market environment, this episode sets out to help advisors and clients take a second look at certain assumptions about asset allocation and diversification in the space.
Learn more about private market investing at The Sharpe Advisor.
© 2022 Macquarie Group LimitedRelevant disclaimers and other information can be found here.
29 min - Be Bullish with Alex Ely – The Fed could be easing by 2023
Alex tackles monetary policy, data that shows interest rate hikes creating economic drag already, and the case that inflation could unwind quickly, leaving the Fed easing by 2023.
For more from Alex and his team, visit our website.
Have a question for our podcast? Contact [email protected]
© 2022 Macquarie Group Limited14 min - Energy scarcity, demand, and lackluster supply
Denise St. Ivany is joined by Geoff King who shares his experience as an oil industry executive and a portfolio manager for Macquarie's Global Natural Resources Equity team. He explains how the US energy market got to where it is today and what we can expect going forward.
Have a question for the podcast? Contact [email protected]
© 2022 Macquarie Group LimitedRelevant disclaimers and other information can be found here.
17 min - Be Bullish with Alex Ely – Is deflation next?
Alex Ely gives a hot take by challenging popular opinions that a deflationary environment could be on the horizon. For more from Alex and his team, visit our website.
Have a question for our podcast? Contact [email protected]
© 2022 Macquarie Group Limited16 min - Decarbonisation of Electricity Generation
Electricity consumption is growing worldwide, making decarbonisation in the sector both a challenge and an imperative. Researchers Aizhan Meldebek and Thomas Studer examine net zero goals related to electricity and take a deep dive on key technologies, as well as the economics behind renewables, green hydrogen, and more.
Related content produced by Macquarie Asset Management:- Decarbonisation of electricity generation: The foundation stone for achieving net zero
- Decarbonisation of Electricity - Webinar in partnership with Savvy Investor
© 2022 Macquarie Group Limited35 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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