When and how hard will a recession be?
Watch Kim Scott, Managing Director, Senior Portfolio Manager, address why mid-caps are the sweet spot of the domestic economy.
Volatility may remain with us in 2023. But with volatility comes opportunities across asset classes, if you know where to look.
Why munis? Why now?
Hear from a panel of Delaware Funds by Macquarie® investment experts as they discuss actionable investing ideas that can help investors navigate the uncertainty and capitalize on opportunities in the months ahead.
Watch the previously recorded webinar replay which provides a detailed overview of the municipal market and what's to come in 2023.
Managing Director, Economist – Ivy Equity Boutique
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.
Managing Director, Co-Head of US Multisector Fixed Income
Daniela Mardarovici co-leads the firm’s US Multisector Fixed Income efforts for Macquarie Asset Management Fixed Income (MFI) with responsibility for investment and business strategy for the full suite of US multisector solutions. Mardarovici is also a member of MFI’s Global Leadership Group which is responsible for the overall management of MFI including setting and executing the team’s strategic vision. Prior to joining Macquarie Asset Management (MAM) in March 2019, she spent more than 13 years at BMO Global Asset Management as a senior investment leader. Since 2014, she was a member of the management committee of Taplin, Canida & Habacht (TCH), BMO’s US fixed income group, and helped lead business strategy and development efforts. In addition, Mardarovici was responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies, including core, core plus, credit, multisector, and liability-driven investing (LDI). Previously, she managed taxable fixed income strategies and led investment management efforts for mortgage-backed securities at Harris Investment Management. She started her career in 2000 as a proprietary trader at Gelber Group. In 2018, Mardarovici was named one of the top 20 female portfolio managers by CityWire. She graduated magna cum laude with a major in economics and finance/banking from the University of Nebraska at Omaha. She is a member of the CFA Society New York and the CFA Institute.
Managing Director, Senior Portfolio Manager
Kim is a Senior Portfolio Manager and Team Lead for Macquarie Asset Management’s (MAM’s) Ivy Mid Cap Equities Team, where she is responsible for making day-to-day investment decisions for the team’s strategy.
Kim joined Ivy Investments as an Investment Analyst and was appointed Portfolio Manager in 2002.
She received a Bachelor of Science in microbiology from the University of Kansas and earned a Master of Business Administration from the University of Cincinnati. Kim holds the Chartered Financial Analyst® designation.
Managing Director, Head of US Fixed income and Head of Municipal Bonds, Senior Portfolio Manager
Gregory A. Gizzi is Head of Municipal Bonds for Macquarie Asset Management Fixed Income (MFI) in the Americas, a role he assumed in February 2019. In this role, he is responsible for the overall operation of the strategy and is team lead on several of the tax-exempt strategies. Additionally, Gizzi continues to be responsible for MFI’s taxable municipal business and the marketing efforts for the municipal product. Previously, Gizzi was co-portfolio manager of the firm’s municipal bond funds and several client accounts, a role he held since November 2011. Gizzi is also the Head of US Fixed Income, a role he assumed in July 2022. In this role, he is responsible for the oversight of the US fixed income business and works closely with US MFI leadership to ensure the delivery of the team’s business objectives in the region. Before joining Macquarie Asset Management (MAM) in January 2008 as head of municipal bond trading, he spent six years as a vice president at Lehman Brothers for the firm’s tax-exempt institutional sales effort. Prior to that, he spent two years trading corporate bonds for UBS before joining Lehman Brothers in a sales capacity. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning at Kidder Peabody in 1984, where he started as a municipal bond trader and worked his way up to institutional block trading desk manager. He later worked in the same capacity at Dillon Read. Gizzi earned his bachelor’s degree in economics from Harvard University.
By Derek Hamilton, Daniela Mardarovici, CFA, Kimberly Scott, CFA, Gregory A. Gizzi
January 25, 2023
With market volatility expected to continue in 2023, the biggest question on investors’ minds is how they can prepare for the investing challenges ahead. Hear from a panel of Delaware Funds by Macquarie® investment experts as they discuss actionable investing ideas that can help investors navigate the uncertainty and capitalize on opportunities in the months ahead.
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