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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 Jul 15, 2022
Friday Jul 15, 2022
In this episode, host Matthew Schnurr joins Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies.
Together, they discuss expectations for the balance of 2022, what’s happened year to date, inflation, and equity markets.
Learn by Key Topics:
(1:00) Views on Inflation, Central Banks’ Responses & its General Impact
(4:00) Expectations for 2022 for Equity Markets
(6:27) Views on Unemployment Rates, Spending, Consumer Confidence & Impact
(8:28) Rate Increases vs. Inflation
(13:17) Current Position on Canada
(17:38) Views on Emerging Markets
(21:35) View on Bank of Canada’s Responses & Outlook
(24:57) Views on a Possible Recession in the Next 12 Months
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