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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
Friday Oct 04, 2019
Friday Oct 04, 2019
In Episode 3 Matt sits down with Nelson Arruda, Lead Portfolio Manager of the Mackenzie Multi-Asset Strategies Team. They discuss the importance of asset allocation, why diversification is important and somewhat understood, and Nelson's take on the current market environment. Nelson also talks about value, macro and sentiment and how these factors drive all asset classes.
Matt concludes the podcast by getting Nelson's recommendations for books, podcasts, and where to eat.
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