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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
Friday Jan 20, 2023
Friday Jan 20, 2023
In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team.
Together, our experts map out environmental investment opportunities from our Green Book.
Learn by Key Topics:
(1:04) 3 drivers behind John’s investment thesis
(2:22) Milestones in 2022
(3:25) Climate Goals in 2022
(7:20) 2022 & impacts to the environmental economy
(15:23) Solar vs. wind energy
(26:10) Transition from fossil fuels
(38:25) Optimism levels heading into 2023
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com