Think Again

Alex Ely is joined by fellow host Denise St. Ivany for a discussion on the current market concerns, conversations with financial advisors and reasons for staying optimistic on the long-term view. Have a question for our podcast? Contact [email protected]
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Macquarie’s Barry Gladstein joins Alex for a discussion about Environmental, Social, & Governance (ESG) considerations across public equity markets.  The discussion introduces ESG concepts, including how and where these factors are impacting company decision-making, and ways in which equity investors may benefit from and approach ESG.

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For more from Alex and his team, visit our website.

Alex takes a look at how investing in businesses who are investing in diversifying their talent may soon be winners in the marketplace – and building a better future at the same time. He is joined by Macquarie's regional head of talent & diversity, equity, and inclusion, Chris Michel for this informative conversation on diversity in today's workforce.

For more from Alex and his team, visit Investing in Disruptions. 

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Alex addresses equity markets and Ukraine-related volatility as the new quarter begins, with an eye on long-term opportunity.

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Denise St. Ivany is joined by Erik Becker, Senior Portfolio Manager, Delaware Ivy US Core Equity Fund, for a discussion, specifically examining the role of ESG and the relationship between growth and value investing styles in today's market. 

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Macquarie Asset Management Economist Derek Hamilton discusses the implications of the Russia/Ukraine conflict on global and domestic growth, energy prices, and outlook for the US central bank. Bharti Bhargava, Senior Product Manager, moderates. 

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The year 2022 commenced with increased volatility as markets quickly adjusted to the hawkish shift from most developed world central banks. The big question that we grappled with at the January 2022 MFI Strategic Forum was whether more persistent inflation would remain and how quickly central banks would tighten financial conditions. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income discusses How much? How Fast?...Or maybe not much at all. 

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Alex is joined this week by investment team sector analyst Nate Mahrer to review currently supply chain dynamics as we head toward the end of Q1 2022.

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For more from the team, visit Investing in disruptions

Macquarie global economist Hayden Skilling joins the show to analyze the year ahead in the global economy and markets. Daniel McCormack moderates. 

With interest in private markets rising, this week offers a look at what 2022 may bring for high net worth investors and their advisors.  Denise St. Ivany is joined by Macquarie Asset Management's Managing Director, Wealth Solutions, Andrea Mody.

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For more education on the private markets for financial advisors, please visit the Sharpe Advisor. 

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