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What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.
Episodes
Wednesday Jun 21, 2023
Wednesday Jun 21, 2023
At the halfway point of 2023, one thing is clear: Goldilocks is still nowhere to be seen.
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 where equity and fixed income markets are heading for the second half of the year and why. Topics discussed in their conversation include:
- If inflation will remain stickier than expected
- Renewed hawkishness within central bankers around the globe
- An update on the regional banking crisis and if it’s truly over
- Outlook for equities and fixed income for the rest of 2023
For more insights and perspectives, download our 2023 mid-year market outlook.
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.
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