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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
Tuesday Apr 16, 2024
Tuesday Apr 16, 2024
How have markets reacted to recent escalations in the conflict in the Middle East? On this episode, Lesley Marks, Chief Investment Officer of Equities, discusses how commodities have been impacted by geopolitical risks in the Middle East and new US and UK sanctions banning deliveries of Russian supplies. Lesley also discusses the potential for a pullback in US equities market despite strong fundamentals and earnings growth.
This episode was recorded on April 15, 2024.
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