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All figures as at 30 September 2023.
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.
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Episode | Date |
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The risks and rewards with generative AI
|
Mar 07, 2024 |
Is there still time to catch municipal momentum?
|
Feb 12, 2024 |
Quality through volatility
|
Jan 25, 2024 |
A world in transition: Macroeconomic outlook
|
Jan 11, 2024 |
Finding the active top 10
|
Nov 10, 2023 |
The future of AI: The next wave of innovation
|
Oct 19, 2023 |
Delayed or canceled recession?
|
Sep 13, 2023 |
Alternative investments: A new era of access
|
Aug 09, 2023 |
Municipal bonds keeping calm, carrying on
|
Jul 24, 2023 |
Recession: Everything and all at once?
|
Jul 06, 2023 |
Redefining growth for investors
|
Jun 29, 2023 |
Quality control: How growth investors can look ahead with confidence
|
May 19, 2023 |
States' resilience bolster municipal bond opportunities
|
Apr 24, 2023 |
Thinking beyond 60/40 with alternative investments
|
Mar 22, 2023 |
Is ‘doing good’ good for your portfolio?
|
Mar 14, 2023 |
Delayed reaction, liquidity contraction
|
Mar 06, 2023 |
If you want growth, find quality
|
Feb 27, 2023 |
Muni bonds are back, but for how long?
|
Feb 14, 2023 |
Mild or moderate? What a 2023 recession might look like
|
Jan 13, 2023 |
The bigger they are, the harder the fall
|
Oct 25, 2022 |
Resilience of municipal bonds across cycles
|
Oct 17, 2022 |
Dispelling the myths and misconceptions about alternatives
|
Sep 21, 2022 |
Energy scarcity, demand, and lackluster supply
|
Aug 30, 2022 |
Speed kills - A macro, multi-asset outlook
|
Jul 28, 2022 |
Credit in focus - Finding value in high yield and bank loans
|
Jun 27, 2022 |
Is the municipal market making a comeback?
|
Jun 01, 2022 |
Identifying growth in the healthcare sector
|
May 25, 2022 |
Core equities in the balance
|
Mar 08, 2022 |
The battle for Ukraine. What's next for the global economy?
|
Feb 25, 2022 |
Revisiting China and property markets in the new year
|
Jan 31, 2022 |
Municipals in focus
|
Dec 07, 2021 |
The path to net zero
|
Sep 08, 2021 |
Private markets and alternative yields
|
Aug 13, 2021 |
It's all about income
|
Jul 26, 2021 |
Introduction to Infrastructure with James Cowan
|
Jun 25, 2021 |
Evolution vs. Disruption vs. Revolution
|
May 26, 2021 |
In conversation: Greg Gizzi and the municipal market today
|
Mar 10, 2021 |