Lesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market Cycles
The Invested · mackenzieinvestments
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Show Notes
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in the day-to-day management of Mackenzie funds across the firm’s 12 equity boutiques with more than $65 billions in Mackenzie’s assets under management.
Together, they take a deep look into the strength of the U.S. Dollar and why currencies why matter to Canadian investors. They also look at the recent earning season and what to expect out of market cycles going forward.
Learn by Key Topics:
(0:54) The US Dollar & its Strength
(4:07) The British Pound & its Strength
(5:24) These Currencies & Impact on Canadian Investors
(7:08) Recent Earnings & What They Mean (Nike, FedEx, etc.)
(10:16) Outlook on Inflation, Inventory & Demand
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