PODCAST · business
Think Again
by Macquarie Asset Management
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 m
Episodes
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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...
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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...
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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...
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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…
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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…
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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 to earnings growth, Drew offers valuable insights…
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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 opportunities for investors. Explore our Outlook…
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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 Management, as he discusses strategies for maximizing…
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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 Equity, unpack the trends driving long-term growth, and…
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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, especially in times of volatility. Explore our Outlook...
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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, and potential investment opportunities in 2025.…
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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 understanding behavioral intelligence can help…
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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 growth opportunities for investors. ©2024 Macquarie…
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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 environment could mean for the muni markets and the...
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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...
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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...
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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...
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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:...
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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....
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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 tech industry. [3171815] Relevant disclaimers and other...
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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, 'Inside the markets' for advisors and investors. © 2023...
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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] Relevant disclaimers and other information can be found here.
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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 Forum. Related content: Recession: Everything and all at once? - Investment summary © 2023 Macquarie Group Limited...
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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 [2973811] Relevant disclaimers and other information can be...
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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 Limited [2907249] Relevant disclaimers and other information can be...
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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. © 2023 Macquarie Group Limited [2856484] Relevant disclaimers…
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Thinking beyond 60/40 with alternative investments
Ruth Goodstein, chief operating officer of Wealth Solutions at Macquarie Asset Management discusses the recent evolution and democratization of alternative investments and why now may be a great time for advisors and their clients to think beyond the traditional 60/40 portfolio. Explore the 2023...
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Is ‘doing good’ good for your portfolio?
Can sustainable investments deliver profits and a positive impact? Barry Gladstein, head of sustainable investing for Public Investments at Macquarie Asset Management, discusses the opportunities across all sectors. Explore the 2023 Outlook - Actionable ideas for a volatile world © 2023 Macquarie...
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Delayed reaction, liquidity contraction
Inflation is slowing across the globe and central banks have been slowing down the magnitude of the rate hikes. However, the significant tightening of monetary policy in 2022 has yet to reveal its impact on the economy and markets... Listen as Brett Lewthwaite, CIO and Global Head of Fixed…
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If you want growth, find quality
If you want growth, you might want to focus on quality first. In this episode we hear from Brad Klapmeyer, Senior Portfolio Manager for Large Cap Growth and Kim Scott, Senior Portfolio Manager for Mid Cap Equities on strategies for finding companies that can stand the test of time. Explore the…
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Muni bonds are back, but for how long?
After a difficult year, municipal bonds are back in the spotlight. Senior Trader, Bill Roach shares an update on the bond market and whether investors still have time to take advantage of this historic opportunity. Explore the 2023 Outlook - Actionable ideas for a volatile world © 2023 Macquarie...
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Mild or moderate? What a 2023 recession might look like
Economist Derek Hamilton tackles the macroeconomic outlook at mid-January 2023. Will the fed be cutting by year-end? How much will inflation fall? Has it fallen? What roles will consumer and investor sentiment have? Explore the 2023 Outlook - Actionable ideas for a volatile world to learn more. ©...
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The bigger they are, the harder the fall
Over the past two years, Macquarie Fixed Income (MFI) analysis has determined that the economic environment was largely being defined by first the pandemic shock and then later by the energy price shock resulting from the war in Ukraine. However, at our September 2022 MFI Strategic Forum, our...
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ABOUT THIS SHOW
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 m
HOSTED BY
Macquarie Asset Management
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Frequently Asked Questions
How many episodes does Think Again have?
Think Again currently has 33 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Think Again about?
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...
How often does Think Again release new episodes?
Think Again has 33 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts Think Again?
Think Again is created and hosted by Macquarie Asset Management.
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