Mackenzie Investments Podcast Series
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.

Power Corporation’s History in China + Investment Approach - Part 1

Power Corporation’s History in China + Investment Approach - Part 1

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 1, host Matthew Schnurr and Peter Kruyt discuss how Power Corporation of Canada began to invest in China in 1986, how to think of investing with state-owned enterprises and why joint ventures were they way to proceed.

Yves Choueifaty Founder and CEO of Tobam

Yves Choueifaty Founder and CEO of Tobam

June 3, 2020

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Yves Choueifaty, the Founder and CEO of Tobam, a Paris based asset manager. They discuss his background, his development of the diversification ratio, how Tobam integrates E,S and G principles and his admiration of Harry Markowitz.

Market Update with PM Darren McKiernan

Market Update with PM Darren McKiernan

May 12, 2020

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr gets an update from Darren McKiernan and how he and his team have been managing over the past five months. This episode also features a new segment called, "over-rated or under-rated" where Matt and Darren discuss current market news and trends.

PM Matthew Cardillo

PM Matthew Cardillo

May 12, 2020

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Matthew Cardillo about alternative asset classes, gold, monetary policy and the possibility of inflation during these unprecedented times.

PM Steve Locke

PM Steve Locke

March 30, 2020

Join Matt Schnurr in conversation with Steve Locke, Vice President, Portfolio Manager and Head of the Mackenzie Fixed Income Team. They dive into how Steve and his team are maneuvering through markets during the COVID-19 pandemic, how Steve started his career and what sparked his interest in Portfolio management.

PM David Arpin

PM David Arpin

February 20, 2020

Join Matt Schnurr in conversation with David Arpin, Senior Vice President, Portfolio Manager and Team Co-Lead on the Mackenzie Bluewater Team. They dive into how David got started in investment management and how understanding trends in the market are important to decision-making. Tune in to hear David's views on the future of oil, the future of recessions and why team culture plays an important role in the Bluewater Team's process.

Chief Fixed Income Strategist Dustin Reid

Chief Fixed Income Strategist Dustin Reid

January 24, 2020

Join Matt Schnurr in an all things macro conversation with Dustin Reid, Mackenzie's Chief Fixed Income Strategist.

Matt and Dustin discuss why the US Federal Reserve will target higher inflation, European fiscal spending and the likelihood of it increasing, and predictions on the US election. 

If you frequent New York City you'll want to stay tuned until the end to hear Dustin's recommendation for the best place to eat in the Big Apple for under $40.