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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.
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 Oct 30, 2025
Central banks at a crossroads
Thursday Oct 30, 2025
Thursday Oct 30, 2025
In this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the latest rate cuts from the Federal Reserve and the Bank of Canada—and what they mean for advisors building resilient portfolios. Dustin explains why the Fed’s pushback on further easing and the Bank of Canada’s move to the bottom of its neutral range could shape opportunities across the yield curve. He also shares how his team is positioning in short-term Canadian bonds, managing duration risk, and balancing exposure between developed and emerging markets.
Thanks for listening—and as always, stay invested.
This episode was recorded on October 29, 2025.

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