Episodes
5 days ago
5 days ago
Generational 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:
This episode was recorded on April 11, 2024
Tuesday Apr 16, 2024
Lesley Marks – Evaluating Geopolitical Risks in the Middle East
Tuesday Apr 16, 2024
Tuesday Apr 16, 2024
How 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.
Friday Apr 12, 2024
Dustin Reid – Hotter Than Expected Inflation: Is It Here To Stay?
Friday Apr 12, 2024
Friday Apr 12, 2024
After 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 recorded on April 11, 2024.
Wednesday Apr 10, 2024
Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund
Wednesday Apr 10, 2024
Wednesday Apr 10, 2024
On 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.
Friday Mar 22, 2024
Dustin Reid – Key Takeaways From the Fed’s March Meeting
Friday Mar 22, 2024
Friday Mar 22, 2024
As 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 weaker-than-expected inflation numbers in Canada and how the BoC’s April meeting could set the stage for future policy actions. Finally, Dustin explains the BoJ’s historic interest rate hike, the first in 17 years, and the end of their yield curve control policy.
This episode was recorded on March 21, 2024.
Friday Mar 08, 2024
Friday Mar 08, 2024
As 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.
This episode was recorded on March 7, 2024.
Wednesday Mar 06, 2024
Darren McKiernan – How We Build a “Dream Team” Portfolio
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
When 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 advantages and growth potential.
This episode was recorded on February 26, 2024.
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
What 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 potential risks and opportunities in the current interest rate environment.
This episode was recorded on March 1, 2024.
Tuesday Feb 27, 2024
James Morrison – Investing Is a Marathon, Not a Sprint
Tuesday Feb 27, 2024
Tuesday Feb 27, 2024
For 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 corporate culture plays in their process.
This episode was recorded on February 22, 2024.
Thursday Feb 01, 2024
Dustin Reid – Why Rate Cuts Aren’t Likely in March
Thursday Feb 01, 2024
Thursday Feb 01, 2024
Are 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.