122.4K
Downloads
208
Episodes
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
Wednesday Nov 16, 2022
Wednesday Nov 16, 2022
In this episode, host Matthew Schnurr joins new Mackenzie Bluewater Team Portfolio Managers: Tyler Hewlett & Dave Taylor. They are the co-managers on the Mackenzie Bluewater Next Gen Growth Fund. Get to know more about their investment careers over the years, the Mackenzie Bluewater Team, investment styles and philosophy, and their new fund.
Learn by Key Topics:
(1:07) Meet Tyler Hewlett
(4:35) Meet Dave Taylor
(9:04) Mackenzie Bluewater Team & their Dynamic Partnership
(14:15) Why Mackenzie?
(15:48) Mackenzie Bluewater Next Gen Growth Fund
(17:26) Investment Philosophy & Style
(25:46) Views on Inflation, Long Duration Growth & Discovering Opportunities
(28:35) Innovative Business Models & Evaluating Opportunities
(30:24) Tyler & Dave’s Podcast Recommendations
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Thursday Nov 10, 2022
Thursday Nov 10, 2022
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they discuss recent inflation numbers and what it would mean for the Federal Reserve’s response. They also look the U.S.’s Midterm elections and China.
Learn by Key Topics:
(0:58) Thoughts on Recent CPI numbers
(6:24) Thoughts on Inflation & Mid to Long-Term Outlook
(17:01) U.S. Midterm elections & Outcomes
(22:53) Views on China’s 20th National Congress, Zero-Covid Policy
(29:16) A Look into Fixed Income Portfolios
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Friday Nov 04, 2022
Friday Nov 04, 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 billions in Mackenzie’s assets under management.
Together, they look at Fed’s recent decision of raising 75 basis points and comments shared in the conference. She shares thoughts on the labor market conditions and upward wage pressures, supply and consumer demand, and outlook of inflation. She also looks at company earnings (tech, resources, etc.) and outlook on China’s 20th National Congress.
Learn by Key Topics:
(0:56) Thoughts on Fed’s Decision of Raising 75 Basis Points & Outlook
(3:44) Renewed Views of Inflation
(6:36) Company Earnings
(Mentions include Meta, Microsoft, Google, BP, Unilever, Bell, FedEx, Apple, Coca-Cola, and more)
(10:17) Views on China’s 20th National Congress & Outlook
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Friday Oct 28, 2022
Friday Oct 28, 2022
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they look at Fed pivot and gearing down on expectations of Central banks going forward, and the U.S. Mid-term elections and what is means for portfolios and financial markets. They also look at Japan and trades happening in the Fixed Income portfolios.
Learn by Key Topics:
(1:00) Views on a Fed Pivot
(8:37) Outlook on Central Banks’ Actions & Their Goals
(13:59) Thoughts on Japan, Yen and the BoJ
(18:40) U.S. Politics – Mid Term Elections
(27:09) Trades within the Fixed Income Portfolios
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
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
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Wednesday Oct 12, 2022
Wednesday Oct 12, 2022
In this episode, host Matt Schnurr joins Mackenzie's James Morrison, VP and Lead Portfolio Manager of the Ivy Canadian Team.
He shares his investment career inspired by his upbringing in Alberta, how he approaches investing in Canada using the Ivy Philosophy and its effect on the portfolio, and the future of the Ivy team upon Paul Musson’s retirement.
Learn by Key Topics:
(0:55) James’s Upbringing in the Heart of the Rocky Mountains
(3:10) His Early Career & Mackenzie Investments
(6:35) Ivy Investment Style & Investing in Canada
(9:38) What He Looks for When Discovering Companies
(12:47) Corporate Culture Within the Canadian Landscape
(14:26) Incorporating Energy Within the Portfolio
(17:35) How Macro Economy Affects the Portfolio
(19:35) Retirement of Paul Musson & the Future of the Team
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Wednesday Oct 05, 2022
Wednesday Oct 05, 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 billions in Mackenzie’s assets under management.
Together, they take a deep look into the strength of the U.S. Dollar and why currencies why matter to Canadian investors. They also look at the recent earning season and what to expect out of market cycles going forward.
Learn by Key Topics:
(0:54) The US Dollar & its Strength
(4:07) The British Pound & its Strength
(5:24) These Currencies & Impact on Canadian Investors
(7:08) Recent Earnings & What They Mean (Nike, FedEx, etc.)
(10:16) Outlook on Inflation, Inventory & Demand
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Wednesday Sep 28, 2022
Wednesday Sep 28, 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 Europe. They discuss European Energy Crisis and U.K. mini budget announcement from last Friday.
Learn by Key Topics:
(0:58) Thoughts on U.K.’s Mini Budget Announcement & Tax Plans
(5:00) European Energy Crisis with Demand & Supply
(16:11) Bank of England, Inflationary Pressures and the Rise of Interest Rates
(20:21) Outlook on Sterling
(22:55) Inflation across Major Economies: Europe, Asia, North America
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Saturday Sep 24, 2022
Saturday Sep 24, 2022
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they discuss his process and how he predicts Central Bank’s actions, outlook on BoC, and how our Fixed Income team is positioning their portfolios.
Learn by Key Topics:
(0:56) Thoughts on Fed meeting
(9:17) Views on Central Bank Actions & His Process
(16:19) Outlook for Canada
(23:19) Outlook on Currencies: USD & CAD
(29:26) How our Fixed Income team is positioning their Portfolios
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com
Monday Sep 19, 2022
Monday Sep 19, 2022
In this episode, host Matthew Schnurr joins Mackenzie's SVP, Portfolio Manager, and Head of Resource Team, Benoit Gervais.
Together, they discuss European commodities, their impact on inflation, and the launch of Mackenzie's new inflation-focused fund.
Learn by Key Topics:
(0:56) Views on Europe’s Energy Crisis & Solutions
(8:23) Climate Goals in Europe vs. Emissions
(10:11) Energy Transitions’ Impact on Inflation
(15:45) Thoughts on Central Banks & Inflation
(17:44) Launch of Mackenzie’s Inflation-focused Fund
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, educated, and invested so they can meet their full potential. Learn more at mackenzieinvestments.com