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Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
Episodes
Monday Jan 27, 2025
Monday Jan 27, 2025
In his first week in office, President Trump declared a national energy emergency, sparking debates about the acceleration of permitting for oil, gas, and power projects. In this episode, Benoit Gervais and Onno Rutten, Portfolio Managers on Mackenzie’s Resource Team, discuss President Trump’s latest executive orders and their implications for the resource sector. Benoit and Onno explore the theme of reshoring and the “America First policy”, emphasizing the significance of Canadian resources in bolstering US industrialization. Lastly, Benoit and Onno discuss how AI is impacting energy demand in relation to electrification and the power grid.
This episode was recorded on January 22, 2025.