Think Again

Inflation is lingering. News about supply chain disruptions persist, impacting growth. Comparisons are popping up again to the 1970s. Bond yields are rising. As the fourth quarter gets going,  might investors feel worried? Denise St Ivany is again joined by Daniela Mardarovici, Managing Director and co-head of US Multisector Fixed Income at Macquarie Asset Management, who will offer her perspective on the environment as seen from the bond markets.

If you are an investment professional, we invite you to learn more from Daniela and her team. Visit our Ideas page on DelawareFunds.com. 

Have a question for the Think Again Podcast? Contact [email protected] 

Relevant disclaimers and other information can be found here.

Macquarie Head of China Economics Larry Hu joins  Macquarie Asset Management's Dan McCormack to discuss Evergrande’s debt issues, their potential effects, and whether the crisis is manageable by the Chinese state. 

Have a question for Daniel or Macquarie Asset Management? Contact [email protected]

Growth companies are long-duration assets. Alex shares his view on the debt ceiling conversation taking place in Washington, D.C., as well as popular topics in the media this week, as he focuses on disruptions that are are important for the long-term. 

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

Questions for Alex and Macquarie Asset Management? Submit your questions to [email protected]

In the second in our series of discussions on climate change and energy innovation, Peter Durante, Head of Technology and Innovation at Macquarie Asset Management, talks sustainable aviation with UK-based pilot and aviation consultant, Toby McCann. 

Our series will continue, leading to the 26th UN Climate Change Conference of the Parties (COP26) which begins October 31 in Glasgow, Scotland. 

For supplementary information on the topics discussed in this episode, visit the following third-party resources: 

• Global aviation emissions (passengers, freight and military)
• Global greenhouse gas emissions by sector
• Oil production by product
• Breakdown of fuel use within aviation
• Airbus CEO comments on hydrogen (may require Bloomberg license)
• Eurocontrol for information on flight distances and emissions shares

Have we reached the Delta's peak? In a post-FDA approved vaccine world,  are we finally getting back to normal? Alex reflects on growth companies, slowed by the economic re-opening, who have managed to disrupt industries during the pandemic and have positioned themselves well for the new normal: the future beyond COVID.


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

Questions for Alex and Macquarie Asset Management? Submit your questions to [email protected]

The first in a series of discussions with Peter Durante, Head of Technology and Innovation at Macquarie Asset Management, on climate change and energy innovation, leading to the 26th UN Climate Change Conference of the Parties (COP26) which begins October 31 in Glasgow, Scotland.   

For supplementary information on the topics discussed in this episode, visit the following third-party resources: 

1. Intergovernmental Panel on Climate Change (IPCC) - Sixth Assessment Report
2. NASA’s intro to climate change
3. International Energy Agency – ‘Net Zero by 2050’
4. BloombergNEF 2021 ‘New Energy Outlook’
5. Energy efficiency – Rocky Mountain Institute
6. The Jevons Paradox 

Have a question for Peter or our podcast? E-mail [email protected]

Relevant disclaimers and other information can be found here.

Alex highlights the positives in a news cycle that has been dominated by Delta in recent weeks, as well as how we may again look to the creative destruction process  to guide growth in the second half of the calendar year.

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

Questions for Alex and Macquarie Asset Management? Submit your questions to [email protected]

As the reopening of the economy continues to be clunky due to uncertainty caused by the COVID-19 Delta variant, where might investors be able to find opportunity? Perhaps it's where they're already looking in the small to mid-cap company space. Alex examines how many of the secular trends he's been following for the last several years are well-positioned post-pandemic. 

Wilshire’s Mark Perry and Milissa Hutchinson, Senior Relationship Manager at Macquarie Asset Management, join host Denise St. Ivany for a discussion about private-market investing, with a focus on debt markets, risk management, and a peek into the world of alternative yields 

Relevant disclaimers and other information can be found here.

Rod Cornish of Macquarie’s global real estate team joins Daniel McCormack, Economist, Macquarie Infrastructure and Real Assets,  to discuss the logistics sector in commercial real estate.   What’s been driving demand for this growing sector?  How has e-commerce and other dynamics in the sector changed due to Covid-19?  Are prices for logistics facilities justified?