Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook
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 look at Jerome Powell’s speech and what it would mean for the markets. They also revisit China and impact of the zero-covid policy on the energy markets, and what to expect in 2023.
Learn by Key Topics:
(0:55) Thoughts on Fed, Jerome Powell’s recent comments and their market impact
(6:42) Views on Chin
(13:42) Views on energy and the impact of the zero-covid policy to the energy markets
(18:55) Expectations for 2023 (Blue Book is available on Dec 14)
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