Think Again

<p>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.</p><p><br /></p><p>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.</p><p> </p><p>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.</p><p> </p><p>All figures as at 30 September 2024.</p><p> </p><p>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.</p><p> </p><p>©2025 Macquarie Group Limited</p><p> </p><p>[4384854]</p>

Emerging markets: Timing, trends, and transformation

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.

09-04
11:54

What the tax bill means for municipal bond investors

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.

06-27
21:43

Investing in infrastructure: Foundation during volatility

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...

05-21
20:40

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 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.

05-08
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 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...

04-15
15:57

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