Economist Derek Hamilton unpacks the key takeaways from Q4 2024.
This week, Economist Derek Hamilton examines the Department of Government Efficiency's (DOGE) proposed policy changes and if they could cause disruptions in 2025.
Explore our macroeconomic outlook for 2025 and actionable ideas for investors.
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Watch the previously recorded webinar replay featuring the Delaware Funds by Macquarie® Municipal Fixed Income team for an interactive discussion that will help answer some of the biggest questions on municipal bond investors’ minds
Earnings growth is a fundamental driver of small cap equity performance.
This week, Economist Derek Hamilton examines the Department of Government Efficiency's (DOGE) proposed policy changes and if they could...
This week, Derek Hamilton unpacks how immigration affects the US economy.
Economist Derek Hamilton unpacks the impacts of proposed tariffs.
How will AI, US dominance, and high debt impact global stability and inflation?
Successful investing requires more than following market trends…
Economist Derek Hamilton takes a historical look at whether US Presidents have an impact on the markets
The cyclical nature of equity markets should make us wary of over-reliance on a few large-cap stocks.
Economist Derek Hamilton summarizes the recent Inside the Markets quarterly commentary, focusing on a few key takeaways for the quarter.
Listen about the long-term growth opportunities in emerging markets…
In this commentary, we look at how the US federal budget balance correlates with the unemployment rate…
Listen how the team navigates the changing emerging market investment landscape, and where they see long-term growth opportunities for...
In this commentary, we look at the impact of spending associated with the buildout of AI…
As the market tends to be less efficient than developed markets, emerging market equities are an attractive space for active managers.
In this commentary, we look at the impact monetary policy has on markets…
The digital infrastructure landscape is rapidly evolving, driven by exploding data use and increasing interest in data centers, which serve...
A long and winding road ahead
Our multi-asset team’s most recent quarterly analyzes central banks’ balancing act between inflation and growth in the age of AI, and...
In this commentary, we look at historic market trends after periods of change in economic growth…
In this insight, we look at the historic run of momentum and the inflection point that may currently be occurring...
In this commentary, we look at conflicting trends in labor market and employment data...
As we approach US elections in November, we believe it is prudent for investors to consider the implications of various policy proposals...
Are we really in a brave new “fiscal” world? Or are there realities that will test this very persuasive thematic?
In the commentary, we look at the four stages of an economic cycle...
In this commentary, we look at bank lending and what it signals regarding a recession
While many investors may view loans solely as protection during rising rate environments, the past year has shown that the asset class may...
In this commentary, we look at personal income and consumer spending.
High yield municipals may offer favorable income and return potential.
The replay of this webinar helps answer some of the biggest questions municipal bond investors currently have.
In this commentary, we look at the forward P/E ratio for the S&P 500 Index...
Update from MAM Equities and Multi-Asset CIO on the first quarter of 2024
In this commentary, we look into the near-term path for inflation...
In this commentary, we summarize our observations and key takeaways from the previous quarter...
In his book Moneyball: The Art of Winning an Unfair Game, Michael Lewis shows readers that sometimes conventional wisdom and standard...
The US economy continues to grow well above its potential growth rate...
As elections approach, we thought it would be helpful to focus on some important policy proposals...
Barron’s Best Funds Families 2023 ranked Macquarie Asset Management #1 in tax-exempt bonds category
Small-caps have historically outperformed large-caps in presidential election years
In their latest quarterly outlook, the Global Multi-Asset team discusses investment opportunities in a changing landscape of central bank...
Will there be a recession in 2024?
While companies have begun to leverage artificial intelligence (AI), the benefits...
We believe that the Fed will begin reducing interest rates later this year, but the path of reductions may depend heavily on...
We believe that inflation has further to fall in 2024 based on our review of three key components...
As we look back on 2023, a few things stand out to us...
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