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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 Apr 29, 2026
Wednesday Apr 29, 2026
In this episode, Rajan Bansi speaks with Katherine Owen about why full defence is not the only response to volatility. They unpack market rotations, the return of AI momentum and the role of resilient holdings. You’ll hear conversation-ready context for clients weighing nerves against long-term allocation discipline.
This episode was recorded on April 27, 2026.
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