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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
Monday Aug 14, 2023
Monday Aug 14, 2023
In this episode, host Matthew Schnurr is joined by Dave Taylor and Tyler Hewlett, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Bluewater Team. Together they explore the evolving paradigms of growth and value and discuss the impacts of the global energy transition and AI driven digitization. Discover how these powerful forces are reshaping the investment landscape and gain strategic insights that guides businesses in this era of secular change.
This episode was recorded on July 28, 2023.
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