47本のエピソード
Think Again Macquarie Asset Management
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- ビジネス
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 $A892 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 2023.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. ©2024 Macquarie Group Limited
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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 how active managers will be critical for investors seeking long-term success.
Learn more about opportunities related to artificial intelligence in our Outlook 2024: Actionable ideas for a world in transition.
©2024 Macquarie Group Limited [3389624]
Relevant disclaimers and other information can be found here. -
How to allocate with conviction in an uncertain market
Flexibility and conviction are core principles for bond investors. How do investors strike a balance during market volatility? Daniela Mardarovici, Co-Head of US Multisector Fixed Income at Macquarie Asset Management shares the key themes for maximizing fixed income opportunities in the year ahead.
Learn more about taxable fixed income opportunities in our Outlook 2024: Actionable ideas for a world in transition.
©2024 Macquarie Group Limited [3360849]
Relevant disclaimers and other information can be found here. -
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 advantage of this historic opportunity.
Learn more about municipal bond opportunities in our Outlook 2024: Actionable ideas for a world in transition.
©2024 Macquarie Group Limited [3331508]
Relevant disclaimers and other information can be found here. -
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 investors during market volatility.
Learn more about quality growth in our Outlook 2024: Actionable ideas for a world in transition.
©2024 Macquarie Group Limited [3324410]
Relevant disclaimers and other information can be found here. -
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 outlook for the year ahead.
Explore our Outlook 2024: Actionable ideas for a world in transition to learn more.
©2024 Macquarie Group Limited [3318904]
Relevant disclaimers and other information can be found here. -
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 advanced and informative metric for investors to consider.
©2024 Macquarie Group Limited [3222214]
Relevant disclaimers and other information can be found here.