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Think Again episodes
- Be Bullish with Alex Ely – The fixed income perspective
Alex Ely is joined by Daniela Mardarovici, Managing Director and co-head of US Multisector Fixed Income at Macquarie Asset Management for a conversation on the current fixed income markets. For more from Alex and his team, visit our website.
Have a question for our podcast? Contact [email protected]
© 2022 Macquarie Group Limited19 min - Speed kills - A macro, multi-asset outlook
With inflation running at multi-decade highs, the Macquarie Global Multi Asset team looks at possible trajectories for inflation, recession risks, and implications this might have on various asset classes. Read the latest quarterly outlook, 'Speed Kills' from the Macquarie Global Multi Asset team.
Have a question for the podcast? Contact [email protected]
© 2022 Macquarie Group LimitedRelevant disclaimers and other information can be found here.
32 min - Be Bullish with Alex Ely - What is shaping consumer behavior?
Alex Ely is joined by Dina Pliotis and Jane Fisher for a discussion on consumer trends and the macro forces that may be changing consumer behaviors looking ahead.
Have a question for our podcast? Contact [email protected]
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited25 min - Central banks are hiking, quantitative tightening (…very, very frightening?)
Inflation was once again a focal point at the Macquarie Fixed Income (MFI) May 2022 Strategic Forum. However, the nature of the inflation challenge has evolved considerably since the January 2022 edition of the MFI Strategic Forum. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps the May edition of the MFI Strategic Forum.
© 2022 Macquarie Group Limited [2231386]Relevant disclaimers and other information can be found here.
30 min - Credit in focus - Finding value in high yield and bank loans
Is the opportunity for high yield on the horizon? Adam Brown, Managing Director and Senior Portfolio Manager discusses how investors may find value in high yield securities, including bank loans in the current market environment.
Have a question for the podcast? Contact [email protected]
© 2022 Macquarie Group LimitedRelevant disclaimers and other information can be found here.
18 min - Be Bullish with Alex Ely - Bear markets don't last forever
Alex addresses market turmoil, Fed policy and inflation, and discusses how to stay optimistic about the long run through a bear market.
Have a question for our podcast? Contact [email protected]
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited13 min - Be Bullish with Alex Ely - Post-pandemic perspectives
Alex Ely addresses inflation, supply chain issues and key market concerns post-pandemic. Have a question for our podcast? Contact [email protected]
For more from Alex and his team, visit our website.
© 2022 Macquarie Group Limited15 min - Is the municipal market making a comeback?
It's been an atypical year for municipal bonds. Greg Gizzi, Head of Municipal Bonds and Senior Portfolio Manager discusses what's impacting the municipal market with host Denise St. Ivany. He also shares what factors to look for as we anticipation the municipal markets turning around.
Have a question for Greg or our podcast? Contact [email protected]
For more from Greg and his team, visit our website.
© 2022 Macquarie Group LimitedRelevant disclaimers and other information can be found here.
35 min - Digital Infrastructure: Transmitting signals of growth
Digital infrastructure is a growing sector that has helped transform nearly every other part of the economy in recent years. Macquarie Digital Infrastructure investor Lincoln Heilner and research analyst Aizhan Meldebek discuss key drivers of data growth, the nature of digital infrastructure assets, and opportunities in the sector to reduce carbon emissions. Daniel McCormack moderates.
Related content produced by Macquarie Asset Management:
- Digital Infrastructure: Transmitting signals of growth – paper written by Aizhan Meldebek
- Digital Infrastructure: A rapidly evolving opportunity set for private capital
- Digital Infrastructure: Accelerating the need for connectivity – Market Perspectives webinar replay© 2022 Macquarie Group Limited
27 min - Identifying growth in the healthcare sector
Denise St. Ivany is joined by senior equity analyst and practicing physician Elizabeth Jones. Elizabeth discusses her work as an analyst and in medicine and shares what trends and sectors are drivers for long-term growth.
© 2022 Macquarie Group LimitedRelevant disclaimers and other information can be found here.
28 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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