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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
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
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