Plan for growth, prepare for volatility – Macquarie Asset Management – 1.13.25

Summary:

On Demand Soon

Join Macquarie Asset Management’s investment experts for an interactive discussion that will help answer some of the biggest questions on investors’ minds as we kick off the new year, including:

• How will economic growth and inflation evolve in the year ahead?
• Where are the biggest opportunities in the global market?
• What can investors expect in 2025 and beyond?

Accepted for 1 CFP^® / IWI / CFA CE Credit

Speakers:

Daniel McCormack works globally across Macquarie Asset Management’s (MAM) infrastructure, agriculture, energy, and real estate sectors to produce insights on the performance and drivers of returns of these sectors. His analysis also focuses on real assets as an asset class and the global macroeconomic megatrends driving investor returns generally. He is responsible for producing the Pathways series of research papers for. Since joining the firm in 2005 as an economist and equity market strategist, he has covered a broad range of economies and markets, including Australia, New Zealand, China and Asia, the US, and, most recently, the UK and European economies. He appears regularly in the media, including Bloomberg, CNBC, and the BBC, and is often quoted in print media. Before joining MAM, he worked at the Reserve Bank of Australia in international economics. He developed key research interests in globalisation and its effects, financial crises (their causes and effects), and monetary policy. He has a Bachelor of Economics (Hons) from the University of Queensland, Australia, and a Bachelor of Laws degree from the Queensland University of Technology, Australia. Daniel is a member of the CFA Institute.

Greg is Head of US Fixed Income and Head of Municipal Bonds for Macquarie Asset Management (MAM) Credit in the Americas, a role he assumed in July 2022. Greg oversees the US fixed income component of the firm’s global MAM Credit business. Additionally, he leads the firm’s municipal business and is Team Lead on several of the firm’s tax-exempt strategies. Greg is also responsible for the firm’s taxable municipal business and the marketing efforts for the team’s municipal products.

He joined Delaware Investments as Head of Municipal Bond Trading and became a Co-Portfolio Manager of the firm’s municipal bond funds and several client accounts in November 2011. Greg has more than 20 years of trading experience in the municipal securities industry at firms including Lehman Brothers, UBS, Dillon Read, and Kidder Peabody.

He earned his Bachelor of Arts in economics from Harvard University.

Linda is Deputy Chief Investment Officer of Equities & Multi-Asset for Macquarie Asset Management (MAM). She works with the Chief Investment Officer to lead MAM’s global equities and multi-asset business, with specific responsibilities for the centralized investment platform, including trading, risk management, sustainability, and product development. She has more than 24 years of industry experience. Prior to joining Macquarie, Linda worked at Federated Hermes, where she served as a Senior Portfolio Manager, Head of the Value Income Team and Multi-Asset Group. In that role, she was responsible for investment strategy, asset allocation, and equity security selection of various portfolios. Linda has managed investment portfolios since 2009. Before that, she was a Senior Investment Analyst with Principal Financial Group and an Investment analyst with Bankers Trust Australia. Linda serves on the Board of Make-A-Wish Foundation of Greater Pennsylvania and West Virginia. She holds a Bachelor of Business from the University of New England (Australia). She is a Certified Public Accountant and a member of Chartered Accountants Australia and New Zealand.