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The Invested

The Invested

213 episodes — Page 3 of 5

Ep 175Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities

What do recent bank earnings mean for Canada’s economy? In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the latest market trends, the state of the Canadian and US consumer, and insights on Chinese equities. Lesley highlights Bitcoin’s recent momentum and its potential as a sentiment indicator for the broader market. Finally, Lesley provides a thoughtful outlook for 2024, emphasizing the continued resilience of the US economy, the enduring trend of AI, and the potential risks and opportunities in the current interest rate environment. This episode was recorded on March 1, 2024.

Mar 5, 202424 min

Ep 174James Morrison – Investing Is a Marathon, Not a Sprint

For over 30 years, the Mackenzie Ivy Team has established itself as one of the most time-tested defensive strategies, helping investors reach their long-term goals. On this episode, James Morrison, Vice President and Lead Portfolio Manager on the Mackenzie Ivy Canadian Team, explains his team’s strategy, focus on downside protection, and how managing the emotional aspects of investing can help clients succeed over time. He explores how the team builds conviction and the importance that corporate culture plays in their process. This episode was recorded on February 22, 2024.

Feb 27, 202418 min

Ep 173Dustin Reid – Why Rate Cuts Aren’t Likely in March

Are all bets off for the Fed to begin cutting rates in March? In this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discuss the Fed’s first meeting of the year and its implications for inflation and the U.S. economy. Despite the Fed’s dovish tone in December, Dustin analyzes the Fed’s shift to a neutral stance with a focus on inflation and why a rate a cut in March appears unlikely. This episode was recorded on February 1, 2024.

Feb 1, 202436 min

Ep 172Lesley Marks – Inflation, Interest Rates, and the Impact on Equities

What do the first four weeks of 2024 tell us about the year to come? Lesley Marks, Chief Investment Officer of Equities at Mackenzie Investments, provides her perspectives on the latest Bank of Canada decision and Monetary Policy Report, and discusses her outlook for the global economy as we progress through the year. Lesley also explains how recent data suggests a favourable environment for equities and why companies with durable growth are faring well over economically sensitive companies. This episode was recorded on January 26, 2024.

Jan 29, 202425 min

Ep 171Prerna Mathews & Laurent Boukobza – Is Cash Still King?

With predicted rate cuts potentially looming around the corner, should investors rethink their cash allocation? In our first episode of 2024, join host Matthew Schnurr as he welcomes Prerna Mathews, VP of ETF Product Strategy, and Laurent Boukobza, VP and Fixed Income ETF Strategist, to discuss their outlook for cash and cash-like solutions. Prerna and Laurent explore the changing landscape of cash over the past three years and provide tactical and strategic considerations for cash within client portfolios. Prerna also explains the importance of liquidity, tax implications, and yield when choosing between GICs, high-interest savings accounts, money market funds, and ETFs such as ultra-short bond ETFs. For additional insights, see why it may be time to adopt a new approach to cash and cash equivalent allocations. This episode was recorded on January 22, 2024.

Jan 23, 202419 min

Ep 170Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors

In our final episode of the year, join host Matthew Schnurr as he welcomes Andrew Vasila, Senior Investment Analyst on the Mackenzie Fixed Income Team, and special guest, Lori Kerr, CEO of FinDev Canada, to discuss their biggest takeaways from COP28 and what the future holds for sustainable infrastructure and investing. This episode was recorded on December 15, 2023.

Dec 19, 202332 min

Ep 169Dustin Reid – Unpacking the Fed’s Dovish Tone

In this episode, join host Matthew Schnurr as he welcomes Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, to discuss the dovish narrative that emerged from the Federal Reserve’s recent meeting. Dustin explores the underlying economic data that influenced the Fed’s decision and shares insights on the potential for rate cuts next year, starting as early as March. Dustin also shares his thoughts on the Bank of Canada’s stance and discusses fixed income opportunities in emerging markets. This episode was recorded on December 14, 2023.

Dec 15, 202338 min

Ep 168Special: 2024 Market Outlook with Lesley Marks and Steve Locke

The investment and economic environments have changed over the last 12 months. And elevated risks suggest that “safety first” is a good investment motto for the year ahead. In this special episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, to discuss their market outlook for 2024. Topics discussed in their conversation include: Review of equity and fixed income markets this year Expectations from central banks next year Asset mix recommendations for equities and fixed income Three key themes How geopolitical events can impact equities and fixed income For more insights and perspectives, download our 2024 market outlook. This episode was recorded on December 4, 2023

Dec 7, 202341 min

Ep 167Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets

In this episode, join host Matthew Schnurr and his guest Konstantin Boehmer, SVP, Portfolio Manager and Co-Lead of Mackenzie’s Fixed Income team, for a review of fixed income markets this year. Konstantin discusses his expectations for the year and explains that while overall performance in fixed income markets were not outstanding, there were pockets of value to be found. Konstantin also highlights his three most highly convicted fixed income ideas as we approach 2024. This episode was recorded on November 23, 2023.

Nov 30, 202325 min

Ep 166Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex

In this episode, join host Matthew Schnurr as he welcomes Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource team, to discuss the key factors driving long-term inflation expectations. Benoit explains the distinction between supply-led and demand-led inflation, highlighting the shift from temporary supply chain disruptions to sustained wage-driven inflation. Benoit also explores the implications of the energy transition on commodities, emphasizing the importance of environment and social standards in shaping consumer preferences. This episode was recorded on November 21, 2023.

Nov 28, 202329 min

Ep 165Lesley Marks – Is the Inflation Story Over?

Join host Matthew Schnurr and his guest Lesley Marks, CIO of Equities at Mackenzie Investments, as they explore the significant market drivers, from the complex geopolitical situation in the Middle East to the latest economic data. Lesley also discusses if Canada is in a technical recession and whether the inflation story is really over. This episode was recorded on November 1, 2023.

Nov 6, 202320 min

Ep 164Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends

In this episode, join host Matthew Schnurr as he welcomes Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, for an analysis of recent central bank actions in the US, Canada, and Japan. Dustin explores the Federal Reserve’s decision to hold interest rates, its approach to managing inflation, and the implications for the US economy. Moving to Canada, Dustin discusses the Bank of Canada’s concerns about sluggish economic growth and explores the possibility of cutting interests before hitting 2% inflation. Shifting to Japan, Dustin dissects the Bank of Japan’s yield curve control policy and the adjustments that have been made. This episode was recorded on November 2, 2023.

Nov 3, 202335 min

Ep 163Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More

In this episode, host Matthew Schnurr and his guests Nelson Arruda, Portfolio Manager and Head of Mackenzie’s Multi-Asset Strategies Team, and Jules Boudreau, Senior Economist, take you on an around the world journey diving into key global economic trends. The team covers topics such as oil, currency markets, equities, and the Canadian economy. This episode was recorded on October 27, 2023.

Oct 31, 202332 min

Ep 162Shane Feeney – The Case for Private Equity Investments

In this episode, join host Matthew Schnurr as he welcomes Shane Feeney, Managing Director and Global Head of Secondaries at Northleaf Capital Partners, for a deep dive into the world of private equity investing. Shane shares his insights into various private equity strategies and how the Northleaf team leverages an integrated model, which includes primary, secondary, and direct co-investment strategies. Shane also discusses the team’s approach to assessing private equity managers, the importance of diversification, and the impacts of a higher interest rate environment on the asset class. This episode was recorded on October 20, 2023.

Oct 26, 202334 min

Ep 161Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?

In this episode, join host Matthew Schnurr and his guest, Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, as they explore the factors and events that have been driving the rise in yields and volatility in the long end of the yield curve. Dustin also provides his insights into the latest US CPI reading and offers fixed income trade opportunities to capture real yields. This episode was recorded on October 12, 2023.

Oct 13, 202335 min

Ep 160Lesley Marks – How Rising Yields Are Impacting Equities and Bonds

With rising yields taking over recent headlines, is risk-free bond investing more attractive right now? Join host Matthew Schnurr and his guest Lesley Marks, CIO of Equities at Mackenzie Investments, as they discuss how rising yields have been reshaping the investment landscape, central banks’ responses, and how recent political developments in the US have impacted market volatility. This episode was recorded on October 4, 2023.

Oct 5, 202324 min

Ep 159Dustin Reid – Higher for Longer: Market Reactions to the Fed

In this episode, join host Matthew Schnurr and his guest, Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, as they discuss the market’s response to the Fed’s decision to hold rates. Dustin explores the implications of interest rates staying “higher for longer”, concerns around inflation, and assess the impact of the Fed’s policies on both the U.S. and global economies. This episode was recorded on September 21, 2023.

Sep 21, 202342 min

Ep 158Special – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie

In a rapidly changing economic environment, investors are grappling with mounting uncertainties. As this environment evolves, trust emerges as the bedrock of client-advisor relationships. Join us in this special episode as Gary Chateram, SVP and Head of Retail Distribution at Mackenzie, engages in a thought-provoking conversation with distinguished behavioural financial specialist, Herman Brodie, on the importance of trust and how to cultivate it. Gain valuable insights as Herman shares actionable strategies for financial advisors to build long lasting trust with clients. Discover the power of vulnerability, the role of shared values, and practical tips to navigate trust-building in today’s evolving landscape. Whether you’re a seasoned financial professional or new to the industry, this episode offers invaluable insights that you can apply immediately to enhance your relationship with your clients. This episode was recorded on August 10, 2023. For advisor use only.

Sep 18, 202332 min

Ep 157Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing

In this episode, join host Matthew Schnurr as he welcomes Richard Wong, Senior Vice President, Portfolio Manager, and Head of Mackenzie Cundill Team, for a deep dive into the world of value investing. Richard discusses how his team incorporates the intricacies of deep, cyclical, and value investing strategies in their portfolio, along with real-world examples. Gain valuable insights into Richard’s team’s bottom-up approach and learn how they adjust their portfolio exposures across economic cycles. This episode was recorded on September 11, 2023.

Sep 14, 202324 min

Ep 156Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets

In this episode, host Matthew Schnurr in joined by Lesley Marks, CIO of Equities at Mackenzie Investments. Together they explore the latest economic developments, including recent Canadian GDP and US jobs data, and provide an outlook on equity markets. Lesley also discusses Saudi Arabia’s decision to extend oil production cuts and the recent challenges facing China’s economy. This episode was recorded on September 5, 2023.

Sep 7, 202321 min

Ep 155Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Dustin provides a deep analysis of the latest US and Canadian inflation readings, shares his perspectives on the concerns around China’s reopening, and offers fixed income trade opportunities to capture real yields across the globe. This episode was recorded on August 17, 2023.

Aug 17, 202337 min

Ep 154Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization

In this episode, host Matthew Schnurr is joined by Dave Taylor and Tyler Hewlett, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Bluewater Team. Together they explore the evolving paradigms of growth and value and discuss the impacts of the global energy transition and AI driven digitization. Discover how these powerful forces are reshaping the investment landscape and gain strategic insights that guides businesses in this era of secular change. This episode was recorded on July 28, 2023.

Aug 14, 202323 min

Ep 153Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment

In this episode, host Matthew Schnurr is joined by Katherine Owen and Ome Saidi, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Global Equity and Income Team, where they delve into the art of quality investing. Discover the defining characteristics of quality companies and how they can weather market turbulence and flourish amid changing economic landscapes. Katherine and Ome also discuss how technological disruption, particularly AI, could affect quality companies. This episode was recorded on July 31, 2023.

Aug 8, 202325 min

Ep 152Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?

In this episode, host Matthew Schnurr in joined by Lesley Marks, CIO of Equities at Mackenzie Investments. Together they explore the economic resilience that has been defying expectations amid rising interest rates. Uncover the latest trends in the ongoing earnings season and gain valuable insights into what this means for investors in the Canadian stock market. Lesley also sheds light on the potential global impacts of the Bank of Japan’s recent softening yield curve control program. This episode was recorded on July 28, 2023.

Aug 1, 202322 min

Ep 151Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent central bank activities and inflation data. They explore the Federal Reserve’s most recent 25 basis point hike, its implications, and key takeaways from the July meeting. Dustin also provides an update on strategic positions the Fixed Income Team are monitoring, including U.S. Treasury inflation-protected securities and emerging market bonds. This episode was recorded on July 27, 2023.

Jul 27, 202330 min

Ep 150John Cook – The Big Battery Bet in the Great Energy Transition

In this episode, host Matthew Schnurr is joined by John Cook, Senior Vice President, Portfolio Manager, and Team Co-Lead of Mackenzie Investments’ Greenchip Team. Together, they discuss why batteries matter in the great energy transition, the most recent subsidies put forward by governments supporting this transition, supply chain and geopolitical risks, and what this means for the Greenchip Team’s portfolios. This episode was recorded on July 13, 2023.

Jul 20, 202324 min

Ep 148Lesley Marks – Is Low Volatility an Ominous Sign for Equities?

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss the Bank of Canada and Federal Reserve’s upcoming interest rate decision, why volatility in equities have been recently low, and what to expect in this earnings season. This episode was recorded on July 6, 2023.

Jul 10, 202318 min

Ep 147Arup Datta – The Evolution of Quantitative Investing

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Arup Datta, Senior Vice President, Head of Global Quantitative Equity Team. Together, they discuss how quantitative investing has changed in the past five years, the role of AI and ChatGPT in fundamental analysis, and Arup’s philosophy of all-weather investing and the construction of his models.

Jun 27, 202326 min

Ep 146Special: Mid-Year Outlook with Lesley Marks and Steve Locke

At the halfway point of 2023, one thing is clear: Goldilocks is still nowhere to be seen. In this special episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, to discuss where equity and fixed income markets are heading for the second half of the year and why. Topics discussed in their conversation include: If inflation will remain stickier than expected Renewed hawkishness within central bankers around the globe An update on the regional banking crisis and if it’s truly over Outlook for equities and fixed income for the rest of 2023 For more insights and perspectives, download our 2023 mid-year market outlook. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Jun 21, 202345 min

Ep 145Dustin Reid on the BoC’s decision to hike while the Fed decided to skip

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent central bank activities, including the Bank of Canada’s decision to hike interest rates while the Fed decided to skip. Dustin also provides an update on trade ideas that his team are monitoring. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Jun 15, 202337 min

Ep 144Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss OPEC’s recent decision to reduce output in July, the impacts this will have on central bank actions, and what this could mean for the S&P 500. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Jun 6, 202323 min

Ep 143Konstantin Boehmer on debt-for-nature swaps in emerging markets

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Konstantin Boehmer, SVP, Co-Lead of Mackenzie’s Fixed Income Team, Head of Global Macro, and Portfolio Manager. Together, they explore the topic of sustainable debt, specifically the momentum behind debt-for-nature swaps in emerging markets. Konstantin also discusses a unique bond opportunity in Ecuador that supports the conservation of the Galapagos Islands. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

May 29, 202331 min

Ep 142Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table

In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest inflation data from Canada and the U.S. and whether or not future interest rate hikes are back on the table. Dustin also provides an update on the U.S. debt ceiling and China reopening story, and two trade ideas that his team are monitoring. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

May 19, 202341 min

Ep 141Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they provide an update on the regional banking crisis, notably J.P. Morgan’s decision to purchase First Republic, assess if the labour market is softening or not, and what’s standing out so far this earnings season. An update on the Federal Reserve’s recent decision to raise interest rates is also provided. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

May 9, 202322 min

Ep 140Dustin Reid on recent interest rate decisions from the Fed, BOJ, and ECB

In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest interest rate decisions from around the world. Dustin discusses the recent interest rate hikes from the Federal Reserve and European Central Bank, expectations going forward, and updates on the U.S. debt ceiling. Dustin also shares four top trade ideas that his team are keeping a close eye on. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

May 4, 202345 min

Ep 139Toby Heaps on sustainable investing and Corporate Knights Global 100 Index

In this episode, host Matthew Schnurr is joined by Toby Heaps, CEO at Corporate Knights Inc. Together they discuss Toby’s journey to Corporate Knights, the concept behind the Corporate Knights’ annual ranking of the world’s 100 most sustainable corporations, and the construction of the Corporate Knights Global 100 Index. With the growth of sustainable investing, we are excited to announce the launch of two new sustainable solutions at Mackenzie Investments – Mackenzie Corporate Knights Global 100 Index ETF (Ticker: MCKG) and Mackenzie Corporate Knights Global 100 Index Fund. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Apr 21, 202338 min

Ep 138Dustin Reid on recent BoC decision and the path towards 2% inflation

In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist. Together they provide an update on the Bank of Canada’s recent decision to hold interest rates, discuss new U.S. inflation data, and examine the path forward to getting to 2% inflation. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Apr 13, 202335 min

Ep 137Lesley Marks on recent OPEC production cut and expectations for equities

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss the recent OPEC production cut and what that could mean for stock markets. They also provide an update on the global banking crisis, views on inflation, China’s reopening, and expectations for equities for the rest of the year. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Apr 5, 202326 min

Ep 136Dustin Reid on fallout from recent bank failures and the Fed’s response

In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist. Together, they provide an update on the global banking crisis, including fallout from SVB, regional banks, and Credit Suisse and UBS, the Fed’s recent 25 basis point hike, and the overall impacts to Canada and Europe. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Mar 23, 202346 min

Ep 134Lesley Marks and Steven Locke on recent failures of U.S. banks

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies. Together, they discuss recent failures of U.S. banks, such as Silicon Valley Bank, and what that can mean for investors. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Mar 13, 202332 min

Ep 134Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent Bank of Canada decision to hold interest rates steady, Federal Reserve and what to expect in terms of interest rates, trades and currencies. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Mar 10, 202341 min

Ep 133Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities. Together, they discuss what to expect from BoC, how Nordstrom’s departure may affect us and they also revisit previous predictions from earlier this year. At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Mar 8, 202322 min

Ep 132Benoit and Onno on incorporating different asset classes during a sticky inflation period

In this episode, host Matthew Schnurr is joined by Benoit Gervais, SVP and Head of Team of Mackenzie Resource Team, and Onno Rutten, VP of Mackenzie Resource Team. Together, they discuss why inflation will likely be sticky and how to incorporate different asset classes in your portfolios. Learn by Key Topics: (1:01) Recent economic growth in North America and Europe (3:32) Views on the path of inflation (8:00) Performance of different asset classes during inflation At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Feb 22, 202330 min

Ep 131Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio

In this episode, host Matthew Schnurr is joined by Katherine Owens, VP of Mackenzie Global Equity & Income Team. Together, they discuss her approach to investment management. She also shares how she finds high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio. Learn by Key Topics: (1:00) Katherine’s early career (3:22) Starting at Mackenzie Investments (12:46) Views on dividends and its benefits (14:51) Views on valuations (17:02) Views on what is a soft landing At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Feb 15, 202322 min

Ep 130Lesley on the U.S. labour market, stock valuations and views on a soft landing

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities. Together, they take a look at the labour market in U.S.A., layoffs in the technology sector, stock valuations and the term "soft landing". Learn by Key Topics: (0:56) Job market in the U.S. (2:23)Views of inflation and Fed reaction (6:14)Tech layoffs (9:21)Global economy update (12:26)Views on what is a soft landing and outlook At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Feb 10, 202318 min

Ep 129Dustin Reid on the Fed’s recent 25 basis point hike

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent Fed announcement and latest 25-basis point hike. Dustin also shares expectations on wages and if the era of non-25 basis point hikes is over. Finally, they discuss credit opportunities and what Dustin’s team is doing in the portfolio to reflect his view of the global economy. Learn by Key Topics: (1:25) Fed 25 basis point hike (9:30) Outlook on wages and employment (15:30) Is the era of non-25 basis point hikes over? At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Feb 3, 202327 min

Ep 128Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent BoC meeting and the hike of 25 basis points, and the upcoming Fed meeting. Dustin also shares thoughts on broader economics within North America diving into GDP data, labor markets, and others. They last look at the current economic environments of Japan and China. Learn by Key Topics: (1:02) Recent interest hikes by Bank of Canada (8:38) Outlook on interest rates (20:24) Looking into broader economics within North America (28:01) Bank of Japan & China At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Jan 27, 202341 min

Ep 127Konstantin & John on our 2023 Environmental Outlook: The Green Book

In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team. Together, our experts map out environmental investment opportunities from our Green Book. Learn by Key Topics: (1:04) 3 drivers behind John’s investment thesis (2:22) Milestones in 2022 (3:25) Climate Goals in 2022 (7:20) 2022 & impacts to the environmental economy (15:23) Solar vs. wind energy (26:10) Transition from fossil fuels (38:25) Optimism levels heading into 2023 At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Jan 20, 202345 min

Ep 126Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book

In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they take a dive further into Mackenzie’s Orange Book, which contains expert insights to help investors stay focused on long-term returns. Learn by Key Topics: (0:54) Bank of Japan, Interest Rates & Debt in Japan (10:10) Outlook on the Yen (13:53) 2023 Outlook on Canadian Bonds, Derivatives & Pension Plans At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Jan 11, 202321 min

Ep 125Lesley & Steve on our 2023 Outlook: The Blue Book

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies. Together, they take a deeper dive into Mackenzie’s Blue Book, which provides a near-term outlook on what 2023 holds for investors. Learn by Key Topics: (0:58) Looking back at 2022 (3:44) The 3 Themes for 2023 (7:34) Outlook on recession (21:36) Recession & job markets (25:22) Outlook on China & global impacts (27:53) Recession in Europe (33:25) Thoughts on Equity Markets for 2023 (41:06) Views on Fixed Income for 2023 (47:11) Our confident and uncertain predictions At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Jan 4, 202355 min