Think Again

Alex reviews the recent market correction before introducing the topic of the day--the pandemic. He and Jane Fisher are joined by their team's lead healthcare sector analyst, Traver Davis.

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Macquarie Head of China Economics Larry Hu revisits the show to discuss the current monetary easing cycle in relation to China's management of its ongoing property crisis and zero-Covid policy.  Daniel McCormack moderates. 

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Alex is joined by teammate and Director of Research, Jane Fisher, to  discuss the team's approach as we're into the first month of 2022.

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Alex plays the role of guest in this final episode of 2021. Joined by long-time Director of Research, Jane Fisher,  Alex highlights the major themes the team is watching, as well as what they're preparing for heading into 2022.

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Alex Ely is joined this week by two of his colleagues, Jane Fisher and Erica Kay, who bring personal color to the changes so many have made to their lives as  we live with the effects of the COVID-19 pandemic. Alex breaks down how our altered habits and new routines have been driving investing trends in new ways which may have a longer-lasting impact on the markets than the pandemic itself.

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Denise St. Ivany is joined again by Greg Gizzi,  Managing Director,  Senior Portfolio Manager, Head of Municipal Bonds.  Greg discusses where he sees opportunity in the municipal bond market as we head into the end of the year in light of recent news out of Washington D.C. and the continuing effects of COVID-19 on the supply chain.

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Alex recaps his view on recent headlines before moving into the topic of the day: the Modern Renaissance. Alex again takes us through the disruptive innovation of the printing press and accountings' Italian roots to the smartphone and mobile banking as a reminder of the current transformative economic environment.

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Alex covers two of the concerns at the top of many  investor's lists: the supply chain and inflation. This tees up a review of the increasing "better, cheaper, faster," digitalization trends in  our world, and how many of these areas are deeply deflationary by nature. 

At the September 2021 Macquarie Fixed Income Strategic Forum, the discussion focused on an ever-increasing list of uncertainties the global economy is currently facing. From the fear of stagflation, central bank tapering, the shift from fiscal tailwinds to fiscal headwinds, to China embracing “common prosperity” and all the way to the possibility of a more “socially aware” Federal Reserve. Listen as Macquarie's Daniel Longden sits down in conversation with CIO and Global Head of Fixed Income, Brett Lewthwaite to recap.

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Recent news has been dominated by vaccine progress and the future of our environment.  Alex looks ahead and shares the team's perspective on how growth investing may be in an advantageous position in the sustainability conversation.