Lesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fears
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 day-to-day management of Mackenzie funds across the firm’s 12 equity boutiques with more than $65 Billion of Mackenzie’s assets under management.
Learn about:
(1:05) Looking at pandemic-driven demand through Netflix
(6:47) COVID-19 in China
(11:57) China’s next election, its effect on stimulus and GDP growth
(14:08) The likelihood of a super-cycle of commodities
(19:53) Recession fears and where the economy is headed
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