The Invested
193 episodes - English - Latest episode: 2 days ago - ★★★★★ - 1 ratingGet perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
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Episodes
Dustin Reid – Analyzing the Latest CPI Report, US Elections, Upcoming BoC Decision
July 12, 2024 17:30 - 34 minutes - 47.9 MBOn this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the latest CPI data and its implications for the Fed’s monetary policy. Could this suggest a path forward for the Fed to begin a rate cutting cycle as we approach the end of the summer? Dustin also explores the potential market implications of a Trump victory and a Republican sweep in the upcoming US elections. This episode was recorded on July 11, 2024.
Inside Active ETFs: What’s Behind the Growth in Canada?
July 03, 2024 11:30 - 29 minutes - 40.1 MBWhat are active ETFs and what is behind their growing popularity in Canada? On this episode, Prerna Mathews, VP of ETF Product Strategy, and Andres Rincon, Head of ETF Sales and Strategy at TD Securities, discuss the intricacies of active ETF structures, and the similarities and differences in trade experiences between active and index ETFs for advisors and investors. Prerna and Andres also examine the impact of trading global equity and fixed income ETFs in a T+1 trading environment. Furth...
Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities
June 20, 2024 15:45 - 26 minutes - 37 MBWhat has been causing the surprising upward trend in gold prices despite rising real rates? On this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, explores how the demand for gold has been shifting from the Western world to Asia. Benoit also discusses the factors influencing commodity trends such as politics, the energy transition, and AI’s impact on today’s market. This episode was recorded on June 14, 2024.
Dustin Reid – Market Reactions to CPI Report and Fed Decision
June 14, 2024 14:35 - 29 minutes - 41 MBWith CPI showing signs of easing, indications from the Fed reveal they aren’t in a rush to lower rates. On this episode, Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discusses how the markets have been reacting to the latest CPI report and Fed decision. Dustin also touches on the ECB’s decision to cut its benchmark rate by 25 basis points, increased volatility in emerging markets – specifically in Mexico – and recent portfolio trades. This episode was recorded on Jun...
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut
June 06, 2024 20:00 - 19 minutes - 26.8 MBWhat’s the significance of the Bank of Canada’s decision to cut interest rates and what could it mean for investors? On this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the BoC’s decision to cut interest rates by 25 basis points. As the first G7 country to do so, what could this mean for the coming months? Dustin also discusses recent election results in South Africa, Mexico, and India and their potential impact on market volatility. This episode was recorded on June 5,...
Matt Moody – The Ivy Approach: Quality, Long-Term Sustainability, and Corporate Culture
May 28, 2024 20:00 - 32 minutes - 44.2 MBFor over 30 years, the Mackenzie Ivy Team has established itself as one of the most time-tested defensive strategies, focusing on quality, long-term sustainability, and corporate culture. On this episode, Matt Moody, Portfolio Manager and Head of Mackenzie Ivy team, discusses the team’s approach to stock selection and portfolio construction and how they seek companies with competitive advantages, good growth prospects, and high returns on capital. Matt also explains how Ivy’s approach aligns...
Lesley Marks – Equity Market Performance and Policy Diversion
May 07, 2024 20:30 - 22 minutes - 30.3 MBAfter a strong first quarter, equity markets experienced a pullback in April as odds of a forthcoming rate cut by the Fed seem unlikely. On this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the negative performance of the equity markets in April. Lesley suggests it was a modest pullback rather than the start of a downward trend. Lesley also shares her insights on the latest earnings season and explores the potential impacts of diverging policies between the Fed and ...
Dustin Reid – Will the BoC Be the First To Cut?
May 03, 2024 14:29 - 32 minutes - 44 MBIs the Bank of Canada hinting at a rate cut in June, even as the Fed adopts a more hawkish stance? On this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discuss the implications of the Fed’s latest meeting and its unexpected adjustments to their quantitative tightening program. Given the unique economic pressures in contrast to the US, Dustin explores the possibility of the BoC to begin cutting rates in June. This episode was recorded on M...
Special: Exploring the Opportunities in the Energy Transition
April 22, 2024 12:00 - 26 minutes - 35.7 MBGenerational investment opportunities rarely arise, but that’s exactly what’s happening in the push toward net zero. On this special Earth Day episode, John Cook, Portfolio Manager and Team Co-Lead of the Mackenzie Greenchip Team, and Konstantin Boehmer, Head of Fixed Income, discuss the latest developments in the energy transition and explore investment opportunities in both equity and fixed income markets. Further reading: A $US4.5 trillion investment opportunity in the energy transition...
Lesley Marks – Evaluating Geopolitical Risks in the Middle East
April 16, 2024 20:30 - 19 minutes - 26.9 MBHow have markets reacted to recent escalations in the conflict in the Middle East? On this episode, Lesley Marks, Chief Investment Officer of Equities, discusses how commodities have been impacted by geopolitical risks in the Middle East and new US and UK sanctions banning deliveries of Russian supplies. Lesley also discusses the potential for a pullback in US equities market despite strong fundamentals and earnings growth. This episode was recorded on April 15, 2024.
Dustin Reid – Hotter Than Expected Inflation: Is It Here To Stay?
April 12, 2024 14:59 - 28 minutes - 40.3 MBAfter a hotter than expected CPI print, are all bets off for an interest rate cut in June? On this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discuss market reactions to the recent inflation data in the US and how this could affect expectations for multiple interest rate cuts this year. Dustin also discusses the BoC’s decision to hold interest rates at 5% and why rates may begin to ease sooner rather than later. This episode was recorde...
Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund
April 10, 2024 20:00 - 19 minutes - 27.2 MBOn this episode, Arup Datta, Senior Vice President and Head of Mackenzie’s Global Quantitative Equity Team, discusses his team’s approach to quantitative equity investing and how machine learning is now incorporated into their process. Arup also discusses the recent launch of the Mackenzie World Low Volatility Fund and how it can complement the Mackenzie Global Equity Fund that his team also manages. This episode was recorded on April 8, 2024.
Dustin Reid – Key Takeaways From the Fed’s March Meeting
March 22, 2024 17:37 - 36 minutes - 50.7 MBAs core inflation remains above the Fed’s 2% target, three interest rate cuts are still projected for this year, consistent with central bankers’ lower rate outlook. In this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discuss how the subtle changes in the Fed’s long-term outlook suggest a dovish stance, which could indicate that higher inflation rates may be more acceptable in the future. Dustin also explores the implications of the weake...
Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook
March 08, 2024 14:10 - 35 minutes - 49.3 MBAs a potential rematch between President Joe Biden and former President Donald Trump becomes more and more likely, what implications could this have in the markets? In this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, analyze various scenarios that could play out between now and election day in November. Dustin also discusses the most recent Bank of Canada decision and what we could expect in the upcoming Fed meeting later this month. Thi...
Darren McKiernan – How We Build a “Dream Team” Portfolio
March 06, 2024 21:00 - 25 minutes - 35.1 MBWhen it comes to portfolio construction, identifying companies with sustainable competitive advantages, or moats, can help drive long-term returns. On this episode, Darren McKiernan, Portfolio Manager and Head of Mackenzie Global Equity & Income Team, discusses the concept of the “Dream Team” and the six competitive advantages that guides his team’s investment decisions. Darren also highlights the significance of a company’s capital allocation decisions in relation to its competitive advanta...
Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities
March 05, 2024 21:00 - 24 minutes - 33.4 MBWhat 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 p...
James Morrison – Investing Is a Marathon, Not a Sprint
February 27, 2024 16:00 - 18 minutes - 25.3 MBFor 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 corpo...
Dustin Reid – Why Rate Cuts Aren’t Likely in March
February 01, 2024 21:04 - 36 minutes - 50.8 MBAre 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.
Lesley Marks – Inflation, Interest Rates, and the Impact on Equities
January 29, 2024 21:15 - 25 minutes - 35.6 MBWhat 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....
Prerna Mathews & Laurent Boukobza – Is Cash Still King?
January 23, 2024 21:30 - 19 minutes - 26.6 MBWith 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 cl...
Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors
December 19, 2023 12:35 - 32 minutes - 45.5 MBIn 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.
Dustin Reid – Unpacking the Fed’s Dovish Tone
December 15, 2023 12:30 - 38 minutes - 52.7 MBIn 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 ...
Special: 2024 Market Outlook with Lesley Marks and Steve Locke
December 07, 2023 21:30 - 41 minutes - 57.8 MBThe 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 ...
Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets
November 30, 2023 21:30 - 25 minutes - 35.3 MBIn 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 rec...
Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
November 28, 2023 21:30 - 29 minutes - 40.9 MBIn 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 a...
Lesley Marks – Is the Inflation Story Over?
November 06, 2023 12:00 - 20 minutes - 27.9 MBJoin 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.
Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends
November 03, 2023 13:38 - 35 minutes - 48.5 MBIn 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 i...
Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More
October 31, 2023 20:00 - 32 minutes - 45.5 MBIn 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.
Shane Feeney – The Case for Private Equity Investments
October 26, 2023 11:15 - 34 minutes - 47.5 MBIn 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 import...
Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?
October 13, 2023 13:44 - 35 minutes - 48.7 MBIn 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.
Lesley Marks – How Rising Yields Are Impacting Equities and Bonds
October 05, 2023 08:00 - 24 minutes - 33.9 MBWith 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.
Dustin Reid – Higher for Longer: Market Reactions to the Fed
September 21, 2023 20:40 - 42 minutes - 58.9 MBIn 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.
Special – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie
September 18, 2023 11:00 - 32 minutes - 44.9 MBIn 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 act...
Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing
September 14, 2023 11:00 - 24 minutes - 34.3 MBIn 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 c...
Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets
September 07, 2023 20:15 - 21 minutes - 29.1 MBIn 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.
Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields
August 17, 2023 20:21 - 37 minutes - 52.2 MBIn 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.
Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization
August 14, 2023 11:00 - 23 minutes - 32 MBIn 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 o...
Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment
August 08, 2023 20:00 - 25 minutes - 35.4 MBIn 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 e...
Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?
August 01, 2023 10:30 - 22 minutes - 31 MBIn 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 ...
Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes
July 27, 2023 20:11 - 30 minutes - 42.1 MBIn 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 bond...
John Cook – The Big Battery Bet in the Great Energy Transition
July 20, 2023 20:25 - 24 minutes - 33.3 MBIn 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.
Special: Introducing Get Sharpe
July 12, 2023 14:49 - 2 minutes - 3.12 MBHone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. In this new podcast series, Dustin Reid, VP and Chief Fixed Income Strategist, and Matthew Schnurr will explore the macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry.
Lesley Marks – Is Low Volatility an Ominous Sign for Equities?
July 10, 2023 20:30 - 18 minutes - 25.5 MBIn 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.
Arup Datta – The Evolution of Quantitative Investing
June 27, 2023 10:00 - 26 minutes - 36.9 MBIn 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.
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
June 21, 2023 13:36 - 45 minutes - 62.3 MBAt 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 ...
Dustin Reid on the BoC’s decision to hike while the Fed decided to skip
June 15, 2023 18:01 - 37 minutes - 51.3 MBIn 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 mo...
Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500
June 06, 2023 20:31 - 23 minutes - 32.6 MBIn 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 mackenzieinves...
Konstantin Boehmer on debt-for-nature swaps in emerging markets
May 29, 2023 20:45 - 31 minutes - 43.8 MBIn 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, par...
Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table
May 19, 2023 12:00 - 41 minutes - 57.4 MBIn 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 educate...
Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season
May 09, 2023 20:21 - 22 minutes - 31.2 MBIn 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 ...