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
Ome Saidi on discovering high value investment opportunities
April 20, 2022 20:59 - 29 minutes - 40 MBIn this episode, host Matt Schnurr joins Mackenzie's Ome Saidi, VP Investments. He leads the International Investment Selection for the Global Equity & Income Team at Mackenzie Investments. He is also the Lead Portfolio Manager on the Mackenzie International Dividend Fund. Learn about: (1:05) Ome's upbringing in Ivory Coast (6:09) His entrepreneurship journey that started with a pay cut (10:25) His theory in discovering high value investments (16:44) What he looks for in manageme...
Ome Saidi on discovering High Value Investment Opportunities
April 20, 2022 20:59 - 29 minutes - 40 MBIn this episode, host Matt Schnurr joins Mackenzie's Ome Saidi, VP Investments. He leads the International Investment Selection for the Global Equity & Income Team at Mackenzie Investments. He is also the Lead Portfolio Manager on the Mackenzie International Dividend Fund. Learn about: (1:05) Ome's upbringing in Ivory Coast (6:09) His entrepreneurship journey that started with a pay cut (10:25) His theory in discovering high value investments (16:44) What he looks for in management ...
Dustin Reid on the recent interest rate hikes
April 18, 2022 15:06 - 35 minutes - 48.2 MBIn this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to debrief the Bank of Canada's recent interest rate hikes. The two also discuss the ECB, the federal reserve, and what impacts these will have on the team's portfolios.
Konstantin Boehmer on sustainable debt and the current market environment
April 07, 2022 18:45 - 34 minutes - 48 MBIn this episode, Matt Schnurr joins Konstantin Boehmer, SVP, Portfolio Manager, and Co-lead of the Mackenzie Fixed Income Team, to discuss sustainable debt and the current market environment. They explore what sustainable debt is and what are its characteristics. Konstantin also outlines the three possible paths that the market may take, which is most probable, and what to do with your portfolio.
Benoit Gervais on energy and achieving climate change goals
March 30, 2022 15:00 - 25 minutes - 35.7 MBIn this episode, Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore energy security in light of the Russia/Ukraine conflict, onshoring, and infrastructure. They also discuss how we can achieve our climate change goals.
Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine
March 23, 2022 17:14 - 28 minutes - 39 MBIn this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the Fed, ECB and BOC's reactions to Russia's invasion of the Ukraine. Dustin also comments on inflation, commodity prices and how his team is positioning their portfolios.
Sir Christopher Meyer on the War in Ukraine: Context and Capital
March 15, 2022 18:11 - 30 minutes - 41.5 MBIn this episode, Matt Schnurr joins Sir Christopher Meyer, former British Ambassador to the US, and private secretary to the British Embassy in Moscow, who provides his unique perspective on the war in Ukraine. He sheds light onto its cause and its global implications.
Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets
March 09, 2022 19:37 - 30 minutes - 41.6 MBIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments. They dive deep to provide a thoughtful analysis on the Russia Ukraine Crisis and what it means for economic markets around the world.
Wenjie Ding on the Chinese Equity Market
March 02, 2022 20:42 - 22 minutes - 31 MBIn this episode Matt Schnurr joins Wenjie Ding, Investment Strategist at ChinaAMC to discuss the current situation in China. They dive into both the short-term and long-term macro challenges. The also explore the reasons that investors should be optimistic about the Chinese equity market.
Brent Joyce on the Russia/Ukraine conflict and oil prices
February 24, 2022 20:29 - 26 minutes - 36.9 MBIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Russia/Ukraine situation and its effect on oil. They further dive into what oil prices may mean for inflation and the health of the economy.
Shelly Dhawan on ESG research and evaluation
February 16, 2022 18:33 - 30 minutes - 42.4 MBIn this episode, Matt Schnurr joins Shelly Dhawan, Director of ESG research, Mackenzie Betterworld Team, to discuss ESG. The go over what an ESG researcher does, how to think about ESG risks, topical ESG themes, and greenwashing.
Dustin Reid on US job numbers and actions from the European Central Bank
February 09, 2022 20:40 - 28 minutes - 39.4 MBIn this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the jobs number coming out of the US and the European Central Bank's recent actions. They also take a look at what Dustin and his team have recently done within their portfolio.
Onno Rutten on inflation, resources and gold
February 02, 2022 20:34 - 29 minutes - 40.5 MBIn this episode, Matt Schnurr joins Onno Rutten, Vice President on Mackenzie’s Resources Team to discuss the opportunities for resource investing in an inflationary world and the role of gold as insurance against rising monetary policy risks.
Brent Joyce on the recent market volatility
January 26, 2022 21:24 - 29 minutes - 40.5 MBIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the market volatility in early 2022 including what caused it and how to think about future movements going forward.
Konstantin Boehmer on inflation and its effects on markets
January 20, 2022 19:24 - 40 minutes - 56 MBIn this episode, Matt Schnurr joins Konstantin Boehmer, Senior Vice President, Co-Lead of the Fixed Income Team, and Head of Global Macro at Mackenzie Investments, to discuss inflation. They go over where inflation levels are likely to reside, what are the Fed's reactions, and if food and oil prices will create a challenge for developing markets.
What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank
January 12, 2022 21:44 - 23 minutes - 33 MBIn this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to do a level set for 2022 including what to expect from the Federal Reserve, the Bank of Canada, and the European Central Bank.
Brent Joyce on investment opportunities in 2022
December 23, 2021 19:19 - 32 minutes - 44.4 MBIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Blue Book, Mackenzie's 2022 outlook. They dig into the different asset classes and geographic locations to get Brent's perspective on what will be the best investment opportunities next year.
Jamie Storrow on private infrastructure investing
December 15, 2021 17:58 - 34 minutes - 48 MBIn this episode, host Matt Schnurr speaks with Jamie Storrow, Managing Director and Co-Head of Infrastructure at Northleaf Capital Partners, to share his team's approach to private infrastructure investing. He goes over how they source deals, work with management teams, and their exit strategies.
Dustin Reid on inflation, maximum employment, and the easing cycle in China
December 08, 2021 22:05 - 27 minutes - 37.2 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid as he weights in on the Fed's view of inflation and maximum employment, and what implications it may have on markets. They also turn to discuss China and the easing cycle that is currently playing out.
John Cook on the COP26 climate summit and the opportunities in sustainable investing
November 30, 2021 17:02 - 21 minutes - 30.2 MBIn this episode, Matt Schnurr joins John Cook, Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead Mackenzie Greenchip Team, to debrief the COP26 climate summit. They also discuss industries like clean-up technologies and industrials, and the opportunities in resources.
Brent Joyce on earnings, sentiment, and yield expectations
November 23, 2021 16:04 - 23 minutes - 32.8 MBIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield expectations.
Todd Mattina on Modern Monetary Theory
November 16, 2021 18:44 - 26 minutes - 36 MBIn this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary Theory (MMT). They explore its benefits and downfalls, and how it's been used during the past decade.
Dustin Reid on the November Fixed Income Markets
November 10, 2021 01:31 - 30 minutes - 41.5 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid for a recap of what has been going on in the fixed income markets. They dive into how volatile it's been, what indicators can be used to predict where it's going, and how to position your portfolio.
Yves Choueifaty on understanding the value of Bitcoin
November 04, 2021 12:52 - 29 minutes - 40.1 MBIn this episode, Matt Schnurr joins Yves Choueifaty, CEO of TOBAM, to discuss his experience starting the first open-ended Bitcoin fund in 2017. He also explores the characteristics of a Bitcoin, and dispels some common myths.
Dustin Reid on interest rates in developed markets
October 26, 2021 15:52 - 31 minutes - 43.5 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about interest rates in developed markets, his forecast for future rate changes, and how to position your portfolio to take advantage of them.
Brent Joyce on the causes of inflation and the prospect of stagflation
October 21, 2021 21:02 - 22 minutes - 30.6 MBIn this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to talk all about inflation, including its causes and the prospect of stagflation. They also discuss how companies are doing this earnings season.
Benoit Gervais on commodity markets, and the impacts of onshoring and climate change
October 14, 2021 13:33 - 22 minutes - 31.6 MBIn this episode Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore the current commodity markets, onshoring, and supply chains. They also discuss climate change and the desire for higher quality inputs, and how that could impact commodities in the future.
Brent Joyce on the volatility in the emerging markets and the US political situation
October 06, 2021 20:16 - 21 minutes - 30.2 MBIn this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to unpack the past month's market conditions. They also discuss the volatility in the emerging markets, particularly out of China, and the political situation in the US.
Dustin Reid on the September FOMC meeting, the German election, and Evergrande
September 28, 2021 14:14 - 32 minutes - 44.8 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about what happened during the September FOMC meeting and the German election. Dustin also weights in on Chinese Markets, the Evergrande Group, and what you can expect out of Chinese bonds.
Todd Mattina on the 2021 Canadian Federal Election
September 22, 2021 13:04 - 27 minutes - 37.3 MBIn this episode, Matt Schnurr joins Todd Mattina, Senior Vice President, Chief Economist, Portfolio Manager to discuss the recent 2021 Canadian Federal Election. They explore what it means to markets and what the next government must grapple with going forward.
Brent Joyce on summer 2021 and what to expect this fall
September 14, 2021 19:52 - 25 minutes - 35.3 MBIn this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to reflect on what happened over the summer. They also discuss Brent's views on the emerging markets, Canadian equities, and the upcoming fall season.
Andrew Simpson on ESG investing, corporate governance, and the valuation of companies
September 09, 2021 15:04 - 38 minutes - 52.7 MBIn this episode host Matt Schnurr speaks with Andrew Simpson Team Lead and Portfolio Manager, Mackenzie Betterworld, to learn about his deep experience in ESG investing. They go over how he thinks about corporate engagement, how he looks at management, and how he understands the valuation of companies.
Dustin Reid on US monetary policy and his view on China
September 08, 2021 19:33 - 27 minutes - 38 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about US monetary policy, and when we can expect tapering and rate cuts from the Fed. They also talk about the Bank of Canada, their posturing, and Dustin's view on China.
Richard Pan on the importance of ESG and how to approach the Chinese markets
September 01, 2021 14:27 - 52 minutes - 72.1 MBIn this episode host Matt Schnurr speaks with Richard Pan, Portfolio Manager, Head of Global Capital Investment, ChinaAMC, about Richard's journey from engineer to investment manager. They also discuss the importance of ESG to his philosophy, how to approach the Chinese markets, and some of Richard's recommendations.
Dustin Reid on the upcoming Jackson Hole Economic Symposium
August 24, 2021 20:17 - 23 minutes - 32.7 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant and how it could impact markets. They also dive into what can be expected from the upcoming 2021 Jackson Hole Economic Symposium.
Brent Joyce on Zombie companies and what should be done about them
August 13, 2021 22:04 - 22 minutes - 30.7 MBIn this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about Zombie companies, what they are, why they are a risk to capital markets, and what should be done about them.
David Arpin on the COVID-19 recession and the possibility of future variants
August 11, 2021 12:52 - 39 minutes - 54.4 MBIn this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. They unpack the COVID-19 recession, specifically discussing consumer spending habits, government spending, regionalization, and the possibility of future variants.
Dustin Reid on the Delta variant and its implications
August 04, 2021 15:57 - 28 minutes - 39.3 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant, and what effects a resurgence has on fixed income markets and the macro economy as a whole. They also touch on the infrastructure bill that is slowly making its way through the senate and congress.
Brent Joyce on earnings season, central banks around the world, and the price of oil
July 29, 2021 16:23 - 21 minutes - 29 MBIn this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about earnings season, central banks around the world, and their effect on equity markets. They also discuss the price of oil and the reaction caused by it.
Dustin Reid on the four reasons why the markets have been so volatile
July 26, 2021 15:40 - 27 minutes - 38.3 MBIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the recent market volatility and the four reasons why he believes the markets have been so volatile.
Brent Joyce on recent activity in China and why yields are falling in the fixed income market
July 19, 2021 18:33 - 20 minutes - 28.3 MBIn this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about inflation and why yields are falling in the fixed income market. They go through a quick update on the equity markets and the most recent activity in China.
Dustin Reid on the short-term outlook of the US dollar
July 07, 2021 23:46 - 23 minutes - 32.8 MBIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the US dollar including Reid's short term outlook on the US dollar and the probability of the US dollar losing traction as the the sole reserve currency and what that might mean for the markets.
Brent Joyce on the first six months of 2021 and what's occurred following the recent fed meeting
June 30, 2021 19:17 - 26 minutes - 36.3 MBIn this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about the first six months of 2021, what happened in the markets over the past six months and what's happened following the recent Fed meeting.
Dustin Reid on the recent fed meeting, inflation and opportunities for portfolio positioning
June 23, 2021 17:19 - 32 minutes - 44.3 MBIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the recent Fed meeting, expectations on inflation, how the market reacted and opportunities for positioning their portfolio.
Brent Joyce on earnings season, risk in the markets and inflation
June 21, 2021 16:43 - 21 minutes - 30.2 MBIn this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, on this recent earnings season, actual risks in the market right now and how to think about inflation.
Growth versus value: Does it really matter?
June 15, 2021 14:54 - 22 minutes - 30.4 MBIn this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. David gives his views on the current market rotation and why growth and value are not fundamentally in conflict.
Dustin Reid on the upcoming FOMC meeting and inflation risks
June 09, 2021 20:18 - 33 minutes - 45.4 MBIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the upcoming FOMC meeting, inflation and all the risks that have been anticipated, then dive into the recent European Central Bank meeting.
Our new weekly market update: Brent Joyce on current equity markets and emerging markets
June 02, 2021 20:16 - 29 minutes - 40 MBKicking-off our NEW weekly market updates, Matt Schnurr is speaking with Brent Joyce, Investment Strategist and Mackenzie Investments, on the current equity markets in the US, Canada and emerging markets.
Dustin Reid on changes in the U.S. fiscal story an impact of China on commodity prices
May 28, 2021 20:47 - 33 minutes - 45.5 MBIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about what to expect out of the Fed in the following weeks and months, including: Current changes in the U.S. fiscal story; the impact that China is having on commodity prices and views on the Canadian dollar.
The Canadian federal Budget, affordable child care and climate plans
May 27, 2021 14:38 - 22 minutes - 30.4 MBIn our newest episode of the Mackenzie Investments Podcast Series, Host Matt Schnurr speaks with Fate Saghir, Head of Sustainable Investing, about the Canadian Federal Budget and dive into the Affordable Child Care benefit and what the Canadian government is planning to do on climate; including how they will pay for it with debt issuance.