Actionable ideas for a volatile world

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With market volatility expected to continue in 2023, the biggest question on investors’ minds is how they can prepare for the investing challenges ahead. While preparing for volatility is a good start, it also brings opportunity if you know where to look. 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. 

The macro-economic topics covered will be:

•  A outlook for 2023
• How to navigate an uncertain fixed income market with flexibility and agility
• How to find visibility in the dark by investing in high-quality growth
• Capitalize on a historic income opportunity with municipal bonds.

Sponsored by

For investment professional use only. Not for use with the public.

Investing involves risk, including the possible loss of principal.

Past performance does not guarantee future results.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is a full-service asset manager offering a diverse range of products across public and private markets including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and asset finance. The Public Investments business is a part of MAM which includes investment products and advisory services distributed and offered by and referred through affiliates which include Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA), and Macquarie Investment Management Business Trust (MIMBT), a Securities and Exchange Commission (SEC)-registered investment advisor. Investment advisory services are provided by a series of MIMBT. Macquarie Group refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide. Delaware Funds by Macquarie refers to certain investment solutions that MAM Public Investments distributes, offers, refers, or advises.

Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this document is not an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this document relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.

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Speakers

Derek Hamilton
Economist – Ivy Equity Boutique
Macquarie Asset Management.

Derek Hamilton is an Economist for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company. He brings important insights and thought leadership to the firm’s investment professionals. He joined Macquarie Asset Management (MAM) as part of the firm’s April 30, 2021 acquisition (Transaction) of the investment management business of Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company (IICO), the former investment advisor of the Transaction. He earned a bachelor’s degree in finance and economics and an MBA in finance/management from Rockhurst College. He is a member of the CFA Institute, CFA Society of Kansas City, and the National Association for Business Economics (NABE).

Daniela Mardarovici, CFA
Co-Head of US Multisector Fixed Income
Macquarie Asset Management

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. 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.

Kimberly A. Scott, CFA
Senior Portfolio Manager Mid Cap Equities
Macquarie Asset Management.

Kimberly A. Scott is a Senior Portfolio Manager for Ivy Investments, now part of Macquarie Asset Management’s Delaware Management Company. She joined Macquarie Asset Management (MAM) as part of the firm’s April 30, 2021 acquisition (Transaction) of the investment management business of Waddell & Reed Financial, Inc., the parent company of Ivy Investment Management Company (IICO), the former investment advisor of the Transaction Funds. She earned a bachelor's degree in microbiology from the University of Kansas and holds an MBA from the University of Cincinnati.

Gregory A. Gizzi
Head of US Fixed Income and Head of Municipal Bonds, Senior Portfolio Manager
Macquarie Asset Management

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. Gizzi has more than 20 years of trading experience in the municipal securities industry, beginning as a municipal bond trader and worked his way up to institutional block trading desk manager. Gizzi earned his bachelor’s degree in economics from Harvard University.

Robert Huebscher
Founder, Advisor Perspectives
VettaFi | Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.