Think Again
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
[4384854]
Episodes
49 episodes
Durable pricing power: The core characteristic for quality investors
How do growth investors withstand market volatility? Brad Klapmeyer, Senior Portfolio Manager, discusses how companies with strong pricing power can mitigate risk during inflationary times. Learn the key characteristics that make these companie...
•
17:40
Will municipal bonds stay tax-free?
As tariffs take center stage in the headlines, Whitney Sweeney, Senior Client Portfolio Manager at Macquarie Asset Management, discusses the importance of municipal bonds’ tax-exempt status in enabling state and local governments to fund critic...
•
15:57
Big opportunities on the horizon for small caps
Small-cap equities are gaining attention as a compelling investment opportunity. Drew Schneider, Client Portfolio Manager at Macquarie Asset Management, discusses the factors driving the attractiveness of small caps in 2025. From mean reversion...
•
13:50
Beyond the headlines: Tap into emerging markets growth
Emerging markets play a key role in driving the global economy. Jeffrey Wang, Senior Equity Analyst on the Emerging Markets Equity Team, discusses how the team is navigating the evolving landscape and identifies key themes and long-term growth ...
•
16:17
Maximizing yield in a volatile market
As the yield curve normalizes, investors have a prime opportunity to reposition fixed income portfolios and reallocate cash into higher-yielding options. Hear from Greg Gizzi, Head of US Fixed Income and Municipal Bonds at Macquarie Asset Manag...
•
18:44
The future grid: Investing in the new industrial era
Soaring demand drives the need for major advancements in energy and infrastructure. Hear from Chris Leslie, Senior Managing Director for Macquarie Asset Management (MAM) Green Investments, and Sam Halpert, Head of Global Natural Resources Equit...
•
21:20
The focused few: Being intentional in equity markets
The lack of breadth in large-cap equity markets should concern investors. Brad Klapmeyer, Senior Portfolio Manager, explains why a quality-first investment philosophy seeking intentional concentration can help investors manage market risks, esp...
•
25:22
Outlook 2025: Plan for growth, prepare for volatility
As we anticipate ongoing volatility, strong growth is still expected in the year ahead. Hear from Daniel McCormack, Head of Research, and Derek Hamilton, Economist at Macquarie Asset Management discuss growth drivers, concerns about inflation, ...
•
22:36
How to overcome behavioral biases in investing
Successful investing requires more than following market trends. Senior Portfolio Manager Brad Klapmeyer explains how investors’ behavioral biases can interfere when responding to risks or market changes. Learn about common tendencies and how u...
•
20:18
Rethinking emerging markets
Emerging markets are major drivers of the global economy. Jeffrey Wang, Senior Equity Analyst at Macquarie Asset Management, discusses how his team is navigating the changing emerging market investment landscape, and where they see long-term gr...
•
17:59
Capitalizing on a historic opportunity for municipal bonds
The rise in bond yields over the past two years has made tax-exempt municipal bonds an attractive asset class. Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management shares what the current interest rate e...
•
15:38
Time to consider leveraged credit?
Leveraged credit sectors, such as high yield bonds and floating rate loans, have outperformed but did investors miss their chance? Vivek Bommi, Head of Leveraged Credit at Macquarie Asset Management discusses the compelling opportunities and th...
•
13:41
The risks and rewards with generative AI
Artificial intelligence (AI) has the potential to create disruptions and opportunities across many industries. Brad Warden Senior Portfolio Manager at Macquarie Asset Management explains the importance of evaluating risk with opportunity and ho...
•
25:51
Is there still time to catch municipal momentum?
Have investors missed the opportunity in the municipal bond market? Greg Gizzi, Head of US Fixed Income and Head of Municipal Bonds at Macquarie Asset Management shares his outlook for municipal bond investors and if there is still time to take...
•
19:12
Quality through volatility
Quality investing is easy to talk about but difficult for investors to find. Senior Portfolio Manager Brad Klapmeyer explains the process of defining (and re-defining) company track records and how putting quality first may help equity investor...
•
23:01
A world in transition: Macroeconomic outlook
As volatility continues, we expect 2024 to be a year of transition and opportunity for investors. Hear from Daniel McCormack Head of Research and Economist Derek Hamilton at Macquarie Asset Management for a discussion on the macroeconomic outlo...
•
24:39
Finding the active top 10
As the large cap universe becomes more concentrated, re-evaluating the metrics and analytics for these funds becomes increasingly important. Senior Portfolio Manager Brad Klapmeyer, explains how a portfolio’s active positioning is a more advanc...
•
20:09
The future of AI: The next wave of innovation
Hear from Brad Warden and Gus Zinn, Senior Portfolios Managers at Macquarie Asset Management share their insights on how artificial intelligence (AI) is transforming the next wave of innovation and the opportunities for investors beyond the tec...
•
22:48
Delayed or canceled recession?
Economist Derek Hamilton discusses the latest recession forecast along with signals and market forces investors should be paying close attention to in the months ahead. Find more insights from Derek Hamilton in our quarterly market guide,...
•
19:10
Alternative investments: A new era of access
A new era of access is underway. That's good news for financial advisors and their high-net-worth clients. Greg Brousseau, Managing Director and Co-Head of Wealth Solutions at Macquarie Asset Management discusses the rapidly expanding focus of ...
•
16:40
Municipal bonds keeping calm, carrying on
Senior Portfolio Manager, Bill Roach discusses the resilient qualities of municipal bonds in a recessionary environment and why they continue to be a compelling choice for investors. © 2023 Macquarie Group Limited [3013425]
•
11:21
Recession: Everything and all at once?
Listen as Brett Lewthwaite, CIO and Head of Fixed Income, recaps key investment themes and asset class outlooks from the latest edition of the Macquarie Fixed Income Strategic F...
•
6:43
.jpg)
Redefining growth for investors
While market uncertainty has slowed momentum, Senior Portfolio Manager Kim Scott explains how careful evaluations and technology play fundamental roles in modern portfolio construction for equity investors.© 2023 Macquarie Group Limited...
•
14:35
Quality control: How growth investors can look ahead with confidence
Brad Klapmeyer, Senior Portfolio Manager of growth equites discusses how quality companies are better positioned to endure volatile conditions and can set the stage for finding key investing opportunities. © 2023 Macquarie Group Li...
•
14:32
States' resilience bolster municipal bond opportunities
Hear from Greg Gizzi and Colleen Spagnuolo from the municipal bonds team as they discuss the unique income opportunities for investors at the state and local level and how states’ financial strength is impacting the municipal market. <...
•
19:16