7 episodes

Think you’re ready for what’s around the corner in our business? We invite you to “Think Again” with Macquarie’s new podcast series. From the portfolios to the people you manage, let our experts be your resource for fresh ideas and innovative insights that will keep you thinking, brought to you by Macquarie Asset Management and Delaware Funds® by Macquarie. Delaware Funds by Macquarie refers to certain investment solutions offered by Macquarie Asset Management in the US. This page does not promote any mutual fund product or service. All audio, artwork, episode descriptions and notes are the property of Macquarie Asset Management, for Think Again, and published with permission by Buzzsprout. © 2021 Macquarie Group Limited

Think Agai‪n‬ Macquarie Asset Management

    • Investing

Think you’re ready for what’s around the corner in our business? We invite you to “Think Again” with Macquarie’s new podcast series. From the portfolios to the people you manage, let our experts be your resource for fresh ideas and innovative insights that will keep you thinking, brought to you by Macquarie Asset Management and Delaware Funds® by Macquarie. Delaware Funds by Macquarie refers to certain investment solutions offered by Macquarie Asset Management in the US. This page does not promote any mutual fund product or service. All audio, artwork, episode descriptions and notes are the property of Macquarie Asset Management, for Think Again, and published with permission by Buzzsprout. © 2021 Macquarie Group Limited

    Be Bullish with Alex Ely - The modern renaissance

    Be Bullish with Alex Ely - The modern renaissance

    Alex shares an update on recent news and market activity, setting the stage for a dissection of his view of the "second Renaissance" humanity may be experiencing today. 

    • 24 min
    Be Bullish with Alex Ely - A fresh take on valuations

    Be Bullish with Alex Ely - A fresh take on valuations

    Alex covers the key points  in this week's news cycle for investors, and his perspective on how to have a comprehensive conversation about valuation. 

    • 18 min
    In conversation: Greg Gizzi and the municipal market today

    In conversation: Greg Gizzi and the municipal market today

    Denise St. Ivany hosts Greg Gizzi, Managing Director, Head of Municipal Bonds, Senior Portfolio Manager. Greg recaps the year in municipals in 2020, as well as  what signs of recovery he’s looking at in the markets now,  a year into the COVID-19 pandemic.

    • 27 min
    Be Bullish with Alex Ely - A century of disruptions

    Be Bullish with Alex Ely - A century of disruptions

    In this episode, Alex details almost 100 years of market disruptions, their lasting impacts, and what they may teach us about disruptions to come. 

    • 15 min
    Be Bullish with Alex Ely - Investing in disruptions

    Be Bullish with Alex Ely - Investing in disruptions

    Alex Ely discusses what it means to invest in disruptions--potential key opportunities his team continues to follow in 2021. Alex covers the past week in the news, and offers perspectives on what this news could mean for the markets, eight to nine...

    • 20 min
    Be Bullish with Alex Ely - Better, cheaper, faster

    Be Bullish with Alex Ely - Better, cheaper, faster

    Alex Ely, chief investment officer for Macquarie’s US Growth Equity team, introduces himself and the “Be Bullish” series.  Alex gives perspective on why he is bullish in today’s market, why he has a uniquely optimistic approach to investing, and how he...

    • 18 min

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