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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 Oct 24, 2022
Monday Oct 24, 2022
In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team.
Together, they take a deep look into economic environments around the world.
We start with a look at Europe on U.K.'s leadership and ongoing energy crisis. Followed by a medium to long-term outlook in China with zero-covid policy and housing crisis. Continuing with an outlook of inflation within North America and the impact on affordability. And finally concluding this episode with a look into Japan’s economy.
Learn by Key Topics:
(0:52) Inflation across the World & Central Banks’ Actions
(3:51) Energy Crisis in Europe
(6:57) Ivy Investment Style & Investing in Canada
(8:52) Zero-Covid Policy and Housing in China
(11:10) Views of Inflation in North America
(14:07) Affordability and Preventing Financial Instability
(17:50) Views of Japan’s Economy
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