|09/26/2019||Commentary||Finding opportunities across the small-cap spectrum:
For big ideas, think small.
||Christopher S. Beck, Alex Ely||US Small Mid-Cap Value Equity, US Small Mid-Cap Growth Equity||Small caps, small cap value, smid cap growth, equities, think small, ||Listen to our latest webinar replay that challenges the misconception that bigger is better. Think small as Macquarie Investment Management (MIM) professionals provide distinct perspectives on the small-cap equity landscape in both the growth and value asset classes.
|02/08/2019||Insight||We are bullish on growth investing||Alex Ely||US Small Mid-Cap Growth Equity||growth, cable, organic, trends, growth equity, bullish||Long-term investors should look past the near-term news, and focus on the growth trends driving economics and positive change.|
|06/20/2018||Insight||Looking ahead to a great bull market||Alex Ely||US Small Mid-Cap Growth Equity||Stock market, equities, bull market, inflation, oil crisis, big box stores, depression, market correction, stock market boom, Internet of Everything||With regard to the stock market, are past trends a sign of what may come? In this commentary, Alex Ely, chief investment officer for the Small/Mid-Cap Growth Equity team, sees a bullish future based on the history of past equity cycles.|
|05/22/2018||Commentary||Capital Markets Coaching Clinic: Small caps. Big ideas.||Francis X. Morris, Alex Ely, Kent P. Madden, Stephan Maikkula||US Core Equity, US Small Mid-Cap Growth Equity, US Small Mid-Cap Value Equity, Global Ex-US Equity||Small cap growth, small cap core, small cap equity, international small cap, small cap value, Delaware small cap value, Delaware small cap core, Delaware small cap value, Delaware international small cap, Stephan Maikkula, Alex Ely, Francis X. Morris, Christopher Beck, Kent Madden||Join Macquarie Investment Management portfolio managers Francis X Morris, Kent P. Madden, Alex Ely, and Stephan Maikkula for a review of our distinct perspectives on the global small cap equity landscape.|
|03/05/2018||Insight||Fintech: So much more than Bitcoin||Nate Mahrer, Alex Ely||Small Mid-Cap Growth Equity, US 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||US 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||US 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||US 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.|