Shows
PathwaysAn erosion of trust in an era of national policy musts?There is a clear shift in global priorities, moving from globalisation to more national interests. This is synonymous with a meaningful shift toward a prolonged fiscal-led era. However, many major economies are starting from a challenging fiscal position, raising concerns about debt sustainability, exacerbated by a high cost of capital and lingering inflation fears.If this major shift in priorities were not enough for markets to grapple with, the hasty and abrasive execution of these fiscal initiatives by the US has also roused an erosion of trust. This raises questions about the continuation of US exceptionalism, as...2025-06-1240 min
Think AgainInvesting in infrastructure: Foundation during volatilityInfrastructure 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 bring to a portfolio.©2025 Macquarie Group Limited [4484734]Relevant disclaimers and other information can be found here. 2025-05-2120 min
Cloud ResetFrom Azure to Agents: Building an AI-Ready Business with Rachel Bondi and James MystakidisShow Resources: Follow Jono Staff on LinkedIn Follow Naran McClung on LinkedIn Cloud Reset’s YouTube Channel Contact us at enquiries@macquariecloudservices.com with any questions, suggestions, or corrections. And don't forget to rate/review! Episode Summary: In this special episode of Cloud Reset, we reunite the original architects of Macquarie’s Azure journey—Rachel Bondi, Corporate VP SMB Asia at Microsoft, and James Mystakidis, Group Executive of Macquarie Cloud Services—for a clear-eyed look at what it takes to build AI-ready organisations and cultures. H...2025-05-1448 min
Think AgainWill 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 Macquarie Group Limited [4397765]Relevant disclaimers and other information can be found here. 2025-04-1515 min
Think AgainBig opportunities on the horizon for small capsSmall-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 other information can be found here. 2025-03-2513 min
PathwaysTrump tariffs and regime shiftIn today's episode, we're tackling a topic that has been at the forefront of global economic discussions: the Trump tariffs and potential fallout. Tune in to a conversation with Macquarie Asset Management’s Head of Research Daniel McCormack and Derek Hamilton, Economist at Macquarie Asset Management. They'll explore the origins of these tariffs, their intended goals, and the ripple effects they've had on both the U.S. and global economies. Related content: The human edge: Finding opportunities in 2025 ©2025 Macquarie Group Limited [4310691]Relevant disclaimers and other information can be found here.2025-03-1937 minCloud ResetThe AI Decisions Boards Expect CIOs to Get Right by 2030 with Peter James, Chairman of Macquarie Technology Group, Droneshied & MYOBShow Resources: Follow Jono Staff on LinkedIn Follow Naran McClung on LinkedIn Cloud Reset’s YouTube Channel Contact us at enquiries@macquariecloudservices.com with any questions, suggestions, or corrections. And don't forget to rate/review! Episode Summary: In this episode of Cloud Reset, Jono and Naran catch up with Peter James—Chairman of Macquarie Technology Group, MYOB, and DroneShield—to talk about the AI decisions CIOs need to nail today to stay ahead by 2030. Peter’s been deep in the tech game for decades, and he gives...2025-03-0246 min
Think AgainMaximizing yield in a volatile marketAs 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 [4214091]Relevant disclaimers and other information can be found here. 2025-02-2418 min
Think AgainThe future grid: Investing in the new industrial eraSoaring 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 information can be found here. 2025-02-0721 min
PathwaysOutlook 2025: Real AssetsWhat emerging trends and innovations should investors look for in the real estate and infrastructure sectors in 2025? Tune in for a conversation with Macquarie Asset Management’s Head of Research Daniel McCormack, Head of Real Estate Strategy David Roberts, and Global Infrastructure Strategist Aizhan Meldebek. They discuss the main drivers of growth next year, namely healthy GDP growth and falling interest rates, and where they see potential opportunities and risks.Explore Outlook 2025 and our views on the year ahead.©2024 Macquarie Group Limited [4054094]Relevant disclaimers and other information can be found here.2024-12-1531 min
PathwaysOutlook 2025: Plan for growth, prepare for volatilityAs we anticipate ongoing volatility, strong growth is still expected in the year ahead. Listen as 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 Outlook 2025 and our views on the year ahead.©2024 Macquarie Group Limited [4067597]Relevant disclaimers and other information can be found here.2024-12-1122 min
Think AgainOutlook 2025: Plan for growth, prepare for volatilityAs 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. 2024-12-1122 minPathwaysNavigating the energy transition revolutionTune in to a fascinating discussion with Macquarie Asset Management’s Head of Research Daniel McCormack, and Kate Vidgen, Head of Industrial Transition and Clean Fuels in MAM Green Investments about global energy transition and the impacts that new technologies are having on the space. This conversation provides context on what’s driving the growing energy demand, the role of digitalisation and AI, and how Macquarie is finding innovative solutions to meet this demand as investment opportunities grow in this intriguing sector. © 2024 Macquarie Group Limited [4036542]Relevant disclaimers and other information can be found here.2024-12-0627 minThink AgainRethinking emerging marketsEmerging 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. 2024-09-0517 min
PathwaysBrave new fiscal world?Markets are complex systems with many intertwined factors driving outcomes. Many participants and commentators however like to simplify these factors and embrace persuasive narratives to justify all market movements. As we approach the middle of 2024, there are two narratives we believe to be the most compelling and prevailing: The artificial intelligence revolution is here. Fiscal policy is back. Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 02 of our Fixed Income Strategic Forum 2024.© 2024 Macquarie Group Limited [3631897]Relevant disclaimers and other information can be found here.2024-07-0325 minThink AgainCapitalizing on a historic opportunity for municipal bondsThe 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. 2024-06-1415 min
Think AgainTime to consider leveraged credit?Leveraged credit sectors, such as high yield bonds and floating rate loans, have outperformed but did investors miss their chance? Vivek Bommi, Head of Leveraged Credit at Macquarie Asset Management discusses the compelling opportunities and the best investment vehicles for incorporating high yield bonds and bank loans into a portfolio.©2024 Macquarie Group Limited [3591236] Relevant disclaimers and other information can be found here. 2024-05-2313 minPathwaysChina unveiled: Navigating the futureA discussion between Daniel McCormack, Head of Research at MAM, and Larry Hu, Head of China Economics at Macquarie’s Commodities and Global Markets division highlights key themes and takeaways from the National People’s Congress that took place in March – an important political gathering in China where Premier Li Qiang addressed a wide range of issues including economic policies, social reforms and international relations. © 2024 Macquarie Group Limited [3543598]Relevant disclaimers and other information can be found here.2024-05-0929 min
Think AgainThe risks and rewards with generative AIArtificial 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. 2024-03-0725 min
PathwaysTo hold or to fold?When we met for the first Strategic Forum of 2024, the focus was on the notion of whether "To hold or to fold?" on to our economic outlook views. Issue 01 explores the potential scenarios facing fixed income investors at the start of another year. Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summarises Issue 01.© 2025 Macquarie Group Limited [4260069]Relevant disclaimers and other information can be found here.2024-03-0535 min
Think AgainIs 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. 2024-02-1219 min
Think AgainA world in transition: Macroeconomic outlookAs 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. 2024-01-1124 min
PathwaysHigher rates, tighter credit, and less liquidity matterAs we gathered for Issue 03 of the Fixed Income Strategic Forum, the backdrop was one in which investors appeared to have increasingly embraced the possibility of a soft landing or no landing for the US and the global economy. Meanwhile, the evidence supporting the likelihood of a recession – higher rates, tighter credit, less liquidity – has continued to build and we remain of the view that the question is not if but rather when a recession will occur and how hard it will be.Listen as Brett Lewthwaite, CIO and Head of Fixed Income for Macquarie Asset Management, summ...2023-11-0627 min