|08/21/2018||Insight||What equities might have left to give in 2018||Christopher S. Beck, Kent P. Madden, Alex Ely, Sharon Hill, Stefan Löwenthal||Small Mid-Cap Value Equity, Small Mid-Cap Growth Equity||Equity, stock market, global, trade war, tariffs, rising rates, growth, bull market, unemployment, job growth, wage growth, earnings, corporate profit, momentum, valuations, financial crisis, technology||Will trade tensions, rising rates, and other potential headwinds cause the historically long bull stock market to finally wind down — or ramp back up? Several Macquarie portfolio managers provide their views for equity markets in late 2018.|
|03/05/2018||Insight||Fintech: So much more than Bitcoin||Nate Mahrer, Alex Ely||Small Mid-Cap Growth Equity||Financial services technology, fintech, tech companies, bitcoin, cryptocurrency, cash, credit cards, digital wallet, ecommerce, mobile payments, point of purchase, retailers||While cryptocurrency has garnered attention, the field of financial technology — or fintech — is on an accelerating trend that offers the potential for investment opportunities, in the view of the Small/Mid-Cap Growth Equity team.
|01/16/2018||Insight||Investing in solutions for the opioid epidemic||Traver Davis, Alex Ely||Small Mid-Cap Growth Equity||Opioid, pharmaceutical, healthcare, pain, addiction, treatment, FDA, CDC, medicine, hospital||Small Mid-Cap Value Equity||While an opioid epidemic has taken hold across the US, the Small/Mid-Cap Growth Equity team believes there may be hope — and an investment opportunity set — in alternative treatments that may deter abuse and result in lower addiction rates.|
|11/21/2017||Insight||Changing consumer-spending habits produce opportunity||Dina Pliotis, Alex Ely||Small Mid-Cap Growth Equity||consumer spending, small caps, online shopping, US consumer spending||Small Mid-Cap Value Equity||Ecommerce and entertainment shopping trends among consumers may be creating long-term opportunities in the small- and mid-cap equity markets.|
|10/31/2017||Insight||Why we believe active will trump passive for the next decade||Alex Ely||Small Mid-Cap Growth Equity||active management, us economy, social media, energy efficiency||Small Mid-Cap Value Equity||Our small/mid-cap growth manager cuts to the chase about the economy and trends that should matter to active investors.|