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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
Monday Dec 09, 2024
Monday Dec 09, 2024
The sweeping Republican victory is expected to have potentially significant implications for geopolitical risk and trade flows, and for the outlook of various asset classes and sectors. On this special episode, Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, discuss their market outlook for 2025.
Topics discussed in their conversation include:
- How an incoming Trump administration could potentially benefit stocks, particularly small caps, and certain segments of the bond market
- Why the Bank of Canada will need to continue cutting rates in 2025 and potentially more aggressively than expected
- Why the resource sector may be poised for strong performance in 2025
For more insights and perspectives, download our 2025 market outlook.
This episode was recorded on December 3, 2024.