Mackenzie Investments Podcast Series
PM Onno Rutten on strategic allocation to gold

PM Onno Rutten on strategic allocation to gold

October 26, 2020

In this episode of the Mackenzie Investments Podcast series, host Matt Schnurr speaks with Onno Rutten, who is Vice President, Investment Management, and a Portfolio Manager on the Mackenzie Resource Team. In this episode we dive into the gold, current market environment and strategic allocation to gold.

John A. Cook discusses SRI, ESG, Capital and the effects on the environment

John A. Cook discusses SRI, ESG, Capital and the effects on the environment

October 19, 2020

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and President and Director, Greenchip Financial Corp. They discuss capital and it’s effects on the environment. Their discussion also includes the long-term and short-term effects Covid-19 has had on the environment and add clarity to the many acronyms within the ESG and SRI space.

The US election is closer than it appears - Insights from Dustin Reid

The US election is closer than it appears - Insights from Dustin Reid

October 7, 2020

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the current climate surrounding the US elections.

Michael Cooke Head of Mackenzie Exchange Traded Funds

Michael Cooke Head of Mackenzie Exchange Traded Funds

September 29, 2020

In this episode of the Mackenzie Investments Podcast series, host Matthew Schnurr speaks with Michael Cooke, Senior Vice President and Head of Exchange Traded Funds. They get into the weeds on what an Exchange Traded Fund (ETF) is, what to consider when buying an ETF and the correlation between passive investing and the rise in ETFs.

PM Arup Datta, SVP and Head of Mackenzie’s Global Quantitative Equity Team

PM Arup Datta, SVP and Head of Mackenzie’s Global Quantitative Equity Team

September 28, 2020

Host Matt Schnurr talks with Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team. Listen to their discussion on why quantitative portfolio management works in emerging markets and his views on quality, growth and value.

PM David Arpin on equity market valuations and impact on interest rates

PM David Arpin on equity market valuations and impact on interest rates

September 8, 2020

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund and Co-Lead of the Mackenzie Bluewater Team. They discuss current equity market valuations, where these might go and the impact of interest rates on these valuations and the potential upside still left in the market. 

PM Richard Bodzy and Greg McCullough on high-quality growth companies

PM Richard Bodzy and Greg McCullough on high-quality growth companies

August 13, 2020

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with Richard Bodzy and Greg McCullough, Portfolio Managers of the Mackenzie US All Cap Growth Fund. They discuss high-quality growth companies, the importance of sustainable cash-flow and the narrow range of outcomes. Their discussion also includes recommendations on books, podcasts and best places to road trip.

PM John A. Cook

PM John A. Cook

July 29, 2020

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and President and Director, Greenchip Financial Corp. They discuss capital and it’s effects on the environment. Their discussion also includes the long-term and short-term effects Covid-19 has had on the environment and add clarity to the many acronyms within the ESG and SRI space. 

 

PM Benoit Gervais

PM Benoit Gervais

July 14, 2020

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Benoit Gervais about the importance of efficiency in global resource investing, the changes in the price of oil, and how the storage of oil impacts the price and inflation, as well as its overall impact on gold.

Power Corporation’s History in China + Investment Approach - Part 2

Power Corporation’s History in China + Investment Approach - Part 2

June 23, 2020

In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 2, host Matthew Schnurr and Peter Kruyt discuss his approach to the public equity markets in China, what they look for in investments, bringing a public equity and a private equity mindset, and the future of China.

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