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© 2025 Think Again
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In April 2025, Macquarie Group Limited and Nomura Holding America Inc. (Nomura) announced that they had entered into an agreement for Nomura to acquire Macquarie Asset Management’s US and European public investments business. The transaction is subject to customary closing conditions, including the receipt of applicable regulatory, client, and shareholder approvals. Subject to such approvals and the satisfaction of these conditions, the transaction is expected to close by the end of 2025.
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
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102 Episodes
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Despite global trade uncertainties, emerging markets are gaining attention and sparking investor interest. Alexis Freyeisen, Senior Client Portfolio Manager, discusses the key factors driving these opportunities, from the transformative impact of technology to the importance of timing in this dynamic landscape. ©2025 Macquarie Group Limited [4783426] Relevant disclaimers and other information can be found here.
As the One Big Beautiful Bill makes its way through Washington, Whitney Sweeney, Senior Client Portfolio Manager at Macquarie Asset Management, discusses the potential implications on the municipal bond market and what opportunities lie ahead for fixed income investors. ©2025 Macquarie Group Limited [4608987] Relevant disclaimers and other information can be found here.
Infrastructure as an asset class has the potential to provide both growth and stability for investors, particularly during volatile periods. Chris Leslie, Senior Managing Director of the Green Investments team at Macquarie Asset Management, offers valuable insights into how infrastructure can deliver strong risk-adjusted returns and serve as a hedge against inflation. He also discusses strategies for allocating infrastructure investments and highlights the diversification benefits they can br...
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 companies resilient and how investors can identify and leverage these traits for long-term growth. ©2025 Macquarie Group Limited [4467330] Relevant disclaimers and other information can be found here.
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 critical infrastructure and other projects. In this volatile economic and political climate, Whitney shares valuable insights into the future of municipal bonds and highlights key factors that investors should be watching in the months ahead. ©2025 Macquari...
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 to earnings growth, Drew offers valuable insights for investors seeking to capitalize on this timely opportunity. Explore our Outlook 2025: Plan for growth, prepare for volatility ©2025 Macquarie Group Limited [4337769] Relevant disclaimers and ...
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 opportunities for investors. Explore our Outlook 2025: Plan for growth, prepare for volatility ©2025 Macquarie Group Limited [4303211] Relevant disclaimers and other information can be found here.
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 Management, as he discusses strategies for maximizing yield and uncovering opportunities within municipal bonds, along with practical steps to manage risk. Explore our Outlook 2025: Plan for growth, prepare for volatility ©2025 Macquarie Group Limited [42140...
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 Equity, unpack the trends driving long-term growth, and the investment opportunities across public and private markets. Explore our Outlook 2025: Plan for growth, prepare for volatility ©2025 Macquarie Group Limited [4182473] Relevant disclaimers and other...
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, especially in times of volatility. Explore our Outlook 2025: Plan for growth, prepare for volatility ©2025 Macquarie Group Limited [4114223] Relevant disclaimers and other information can be found here.
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, and potential investment opportunities in 2025. Explore our Outlook 2025: Plan for growth, prepare for volatility ©2024 Macquarie Group Limited [4067597] Relevant disclaimers and other information can be found here.
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 understanding behavioral intelligence can help investors avoid them, while focusing on quality investments and mitigating risk. ©2024 Macquarie Group Limited [3966586] Relevant disclaimers and other information can be found here.
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 growth opportunities for investors. ©2024 Macquarie Group Limited [3818019] Relevant disclaimers and other information can be found here.
1The 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 environment could mean for the muni markets and the outlook for the second half of 2024. ©2024 Macquarie Group Limited [3613066] Relevant disclaimers and other information can be found here.
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]&nbs...
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 he...
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.
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.
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.
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 tech industry. [3171815] Relevant disclaimers and other information can be found here.
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