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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
Thursday Sep 08, 2022
Thursday Sep 08, 2022
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in the day-to-day management of Mackenzie funds across the firm’s 12 equity boutiques with more than $65 billion of Mackenzie’s assets under management.
Together, they explore the Canadian housing market impacted by the recent rate hikes, the Jackson Hole summit, and Europe's energy crisis during the Ukrainian war.
Learn by Key Topics:
(0:56) Thoughts on Recent Rate Hike
(3:13) Impact on Housing Market
(6:05) Expectations from Central Banks & their Earnings
(10:55) Thoughts from Jackson Hole Summit
(15:41) Outlook for Rate Hikes & Impact
(18:09) Energy Shock within Europe
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