Decoding market uncertainty: How a focused approach to equity investing can help – Macquarie Asset Management – 11.1.24

Decoding market uncertainty: How a focused approach to equity investing can help - Macquarie Asset Management - On Demand CE

Overview:
Title: Decoding market uncertainty: How a focused approach to equity investing can help
Date: Friday, November 1, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

The lack of breadth in what’s driving today’s equity market gains, coupled with impending elections, major shifts in monetary policy, and escalating global unrest, has led to a financial landscape fraught with uncertainty and challenges for even the savviest investors. This exclusive CE-eligible webinar brings together a panel of seasoned investment experts to demystify the complexities of today’s market environment and explore how a focused approach to equity investing can benefit investors.

  • Navigating market challenges: Implications for equity markets from key current events and macroeconomic factors
  • Finding durable investment opportunities: Why a time-tested, quality-first investment approach is important in building resilient investment portfolios
  • Importance of active management: Insights into optimizing equity allocations with Macquarie’s focused equity ETFs, including Macquarie Focused Large Growth ETF (LRGG) and Macquarie Focused Emerging Markets Equity ETF (EMEQ)

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Derek Hamilton Derek Hamilton Economist – Ivy Equity Boutique Macquarie Asset Management

  • Joined Ivy Investments in 1996, acquired by Macquarie in 2021
  • Based in Kansas City

    • Derek is an Economist for Macquarie Asset Management (MAM), where he focuses on the Ivy Equity Boutique. He brings important insights and thought leadership to the firm’s investment professionals.

    He joined Ivy Investments as an Economic Analyst. He became an International Analyst in 2000, specializing in foreign currencies and international economics. He was appointed International Economist in 2007 and was appointed Global Economist in 2010, before assuming his current role in 2021.

    Derek earned a Bachelor of Arts in finance and economics and a Master of Business Administration in finance and management from Rockhurst College. He is a member of the CFA Institute, CFA Society of Kansas City, and the National Association for Business Economics.

    Bradley Klapmeyer, CFA Bradley Klapmeyer, CFA Senior Portfolio Manager Macquarie Asset Management

  • Joined Ivy Investments in 2007, acquired by Macquarie in 2021
  • Based in Kansas City

    • Brad is a Senior Portfolio Manager and Team Lead for Macquarie Asset Management’s (MAM’s) Ivy Large Cap Growth Team, where he is responsible for making day-to-day investment decisions for the team’s strategy.

    Brad joined Ivy Investments as an Investment Analyst. He was appointed Assistant Portfolio Manager in 2011 and Portfolio Manager in 2016.

    Brad received a Bachelor of Science in finance and a minor in economics from Truman State University. He holds the Chartered Financial Analyst® designation.

    Jeffrey Wang, CFA Jeffrey Wang, CFA Senior Equity Analyst Macquarie Asset Management

  • Joined Delaware Investments in 2007, acquired by Macquarie in 2010
  • Based in Boston

    • Jeffrey is a Senior Equity Analyst for Macquarie Asset Management (MAM), where he is responsible forcovering Asia for the firm’s Emerging Markets Equity strategy.

    Prior to joining Delaware Investments, he was an Emerging Markets Investment Manager at Pictet Asset Management and a Fixed Income Investment Associate at Putnam Investments.

    Jeffrey holds a Bachelor of Arts in economics from Harvard University and a Master of Business Administration from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst® designation.

    For investment professional use only. Not for public distribution.

    The opinions expressed are those of the speaker and are not meant as investment advice or to predict or project the future performance of any investment product. The opinions are current through the date of the event, are subject to change at any time based on market and other current conditions, and no forecasts can be guaranteed. This is being provided as a general source of information and is not intended as a recommendation to purchase, sell, or hold any specific security or to engage in any investment strategy. Investment decisions should always be made based on an investor’s specific objectives, financial needs, risk tolerance and time horizon.

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