Episodes
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.
Monday Jan 29, 2024
Lesley Marks – Inflation, Interest Rates, and the Impact on Equities
Monday Jan 29, 2024
Monday Jan 29, 2024
What 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.
This episode was recorded on January 26, 2024.
Tuesday Jan 23, 2024
Prerna Mathews & Laurent Boukobza – Is Cash Still King?
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
With 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 client portfolios. Prerna also explains the importance of liquidity, tax implications, and yield when choosing between GICs, high-interest savings accounts, money market funds, and ETFs such as ultra-short bond ETFs.
For additional insights, see why it may be time to adopt a new approach to cash and cash equivalent allocations.
This episode was recorded on January 22, 2024.
Tuesday Dec 19, 2023
Tuesday Dec 19, 2023
In 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.
Friday Dec 15, 2023
Dustin Reid – Unpacking the Fed’s Dovish Tone
Friday Dec 15, 2023
Friday Dec 15, 2023
In 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 in emerging markets.
This episode was recorded on December 14, 2023.
Thursday Dec 07, 2023
Special: 2024 Market Outlook with Lesley Marks and Steve Locke
Thursday Dec 07, 2023
Thursday Dec 07, 2023
The 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
- Expectations from central banks next year
- Asset mix recommendations for equities and fixed income
- Three key themes
- How geopolitical events can impact equities and fixed income
For more insights and perspectives, download our 2024 market outlook.
This episode was recorded on December 4, 2023