Lesley Marks on the Recent 75 Basis Points Increase, Company Earnings & China
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 Fed’s recent decision of raising 75 basis points and comments shared in the conference. She shares thoughts on the labor market conditions and upward wage pressures, supply and consumer demand, and outlook of inflation. She also looks at company earnings (tech, resources, etc.) and outlook on China’s 20th National Congress.
Learn by Key Topics:
(0:56) Thoughts on Fed’s Decision of Raising 75 Basis Points & Outlook
(3:44) Renewed Views of Inflation
(6:36) Company Earnings
(Mentions include Meta, Microsoft, Google, BP, Unilever, Bell, FedEx, Apple, Coca-Cola, and more)
(10:17) Views on China’s 20th National Congress & Outlook
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