The Invested

Understanding the K-shaped economy: an equity perspective for advisors

Corporate earnings and stock performance are not moving uniformly — and the divide is worth understanding. Lesley Marks, CIO at Mackenzie Investments, joins host Rajan Bansi to walk through why AI infrastructure companies have had a markedly different experience than sectors like airlines and traditional software, and what it may mean that bond markets appear to be pricing in a different outlook than equities. Thoughtful context to help advisors frame today's market for their clients.

Episode recorded May 15, 2026. 

Higher for longer takes hold

In this episode, Dustin Reid breaks down the latest Fed and Bank of Canada decisions and what’s driving markets right now. He explores how higher energy prices are feeding into inflation expectations, pushing yields higher and complicating the rate outlook. You’ll hear what’s behind the move in oil and how shifting inflation signals are influencing central bank decisions. Listen now for clear, practical insights to support client discussions on rates, risk and portfolio positioning.

Building resilience through volatility

In this episode, Rajan Bansi speaks with Katherine Owen about why full defence is not the only response to volatility. They unpack market rotations, the return of AI momentum and the role of resilient holdings. You’ll hear conversation-ready context for clients weighing nerves against long-term allocation discipline. 

This episode was recorded on April 27, 2026. 

Finding value beyond concentrated markets

Rajan Bansi speaks with Cory Martin, CEO and Portfolio Manager at Barrow Hanley Global Investors, to unpack why value looks compelling through a global lens. They explore how concentrated markets and wider valuation gaps have changed the conversation, why non-US markets often offer active managers more room to deliver returns and what sets Barrow Hanley’s traditional value approach apart. 

This episode was recorded on April 16, 2026. 

The new phase of the energy transition

Rajan Bansi sits down with John Cook to unpack how energy security is pushing countries to rethink infrastructure and long-term strategy. With electricity demand now growing above 4% a year and renewables playing a larger role, they also examine why natural gas remains essential as power grids evolve. Tune in to learn more about opportunities in the energy transition.   

This episode was recorded on April 10, 2026. 

Canada beyond the value label

Rajan Bansi sits down with Tim Johal to cut through the geopolitical noise and discuss why Canada deserves a closer look from investors. From offering cheaper valuations than the US, to featuring a market tilted to energy and materials, you'll hear why the old labels no longer tell the full story. Listen to a timely Canada-focused lens to support your next conversations. 

This episode was recorded on March 23, 2026. 

When global tension hits home

Dustin Reid explains how a market shock can move from geopolitical tension abroad to tougher choices at home. He explores what higher energy prices could mean for portfolios, central-bank decisions and the households that often feel the pressure first. Listen for practical insight into how geopolitical risk can ripple through markets and into daily life. 

This episode was recorded on March 19, 2026. 

Energy sovereignty is reshaping how markets price risk

Prolonged conflict can leave a lasting mark on how markets assess energy risk. Host Rajan Bansi sits down with Benoit Gervais, head of the Mackenzie Resource Team, to explore how geopolitical instability can accelerate energy sovereignty, reshape supply chains and reinforce the need for infrastructure and domestic capacity. Listen for expert insights into the forces that can outlast the initial market reaction and shape what comes next. 

For more insights from the Mackenzie Resource Team, click here.  

This episode was recorded on March 12, 2026. 

Beyond the black box: How modern quant really works

Host Rajan Bansi sits down with Arup Datta, Head of Mackenzie’s Global Quantitative Equity Team, to demystify modern quantitative investing, and why its edge is built for real world portfolios. They unpack how transparency, governance, and human oversight turn data into repeatable global stock selection across international developed and emerging markets, and what it takes to stay disciplined when factors fall out of favour. Finally, Arup shares how measured positioning shifts, like a value tilt, are implemented with risk controls designed to separate signal from noise. Listen to get ahead of your next client conversation. 

This episode was recorded on March 2, 2026. 

2026 ETF Outlook: The shifts you can’t ignore

Host Rajan Bansi sits down with Prerna Mathews to unpack the 2026 ETF Outlook and the shifts shaping portfolio construction: why active ETFs are gaining momentum, how systematic building blocks are moving into the core, and where alternatives in ETF form may fit. Listen now to sharpen your next client conversation. 

For more insights and perspectives, download our 2026 ETF Outlook. 

This episode was recorded on February 23, 2026.