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Think Again
Macquarie Asset Management
33 episodes
1 month ago
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 dynamic landscape. ©2025 Macquarie Group Limited [4783426] Relevant disclaimers and other information can be found here.
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Investing
Business
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All content for Think Again is the property of Macquarie Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 dynamic landscape. ©2025 Macquarie Group Limited [4783426] Relevant disclaimers and other information can be found here.
Show more...
Investing
Business
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Investing in infrastructure: Foundation during volatility
Think Again
20 minutes
5 months ago
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 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 br...
Think Again
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 dynamic landscape. ©2025 Macquarie Group Limited [4783426] Relevant disclaimers and other information can be found here.