The path to net zero

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] 

Relevant disclaimers and other information can be found here.

Flexibility and conviction are core principles for bond investors. How do investors strike a balance during market volatility? Daniela Mardarovici, Co-Head of US Multisector Fixed Income at Macquarie Asset Management shares the key themes for maximizing fixed income opportunities in the year ahead.
 
Learn more about taxable fixed income opportunities in our Outlook 2024: Actionable ideas for a world in transition.

©2024 Macquarie Group Limited [3360849]

Relevant disclaimers and other information can be found here.

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.

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.

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 Macquarie Group Limited [3109436]

Relevant disclaimers and other information can be found here.

A new era of access is underway. That's good news for financial advisors and their high-net-worth clients. Greg Brousseau, Managing Director and Co-Head of Wealth Solutions at Macquarie Asset Management discusses the rapidly expanding focus of institutional managers on individual investor capital. 

© 2023 Macquarie Group Limited [3042334]

Relevant disclaimers and other information can be found here.

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.