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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
Wednesday Aug 17, 2022
Wednesday Aug 17, 2022
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they explore the Fixed Income markets and inflation worldwide, Fed and BoC, views on Europe (German and Italian bond situation), and more.
Learn by Key Topics:
(1:01) Inflation in the U.S.A.
(6:44) Employment Rates & Economy in the U.S.A.
(11:15) Expectations for the Fed
(16:23) Inflation across U.S. vs. Canada
(16:23) Trends across Europe & Inflation Risks
(25:21) Trends within China
(30:37) Thoughts on the upcoming Jackson Hole Symposium
(34:30) Trade Ideas & Final Thoughts
At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, educated, and invested to meet their full potential. Learn more at mackenzieinvestments.com
Friday Aug 12, 2022
Friday Aug 12, 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 billion of Mackenzie’s assets under management.
Together, they explore the recent stock market performance, outlook for Canada, and what the Q2 earnings mean for investors.
Learn by Key Topics:
(1:00) Stock Market Performance Timeline & Outlook
(4:51) Expectations on an Interest Rate Hike
(6:33) Current Views on Canada
(9:29) Outlook on the Tech Sector
(11:36) Housing Market & Our Economy
(16:00) Views on Quarterly Earnings
(18:43) Will Canada follow the US?
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 Jul 28, 2022
Thursday Jul 28, 2022
In this episode, host Matthew Schnurr joins Matt Moody, Vice President, Portfolio Manager for Mackenzie’s Ivy Team.
He will be promoted to Senior Vice President and Head of the Ivy Team this September.
Together, they look at Matt Moody's career within the Investment Industry, what he learned from Jerry Javasky and Paul Musson, and what we can expect from the Ivy Boutique going forward.
Learn by Key Topics:
(0:54)Matt Moody’s Career in the Investment Industry
(2:41) His Investment Style & View of Markets
(4:38) Matt's Introduction to the Ivy Team
(5:18) Why He chose the Ivy Team?
(6:16) Learning from the Previous Ivy Leaders
(15:52) Culture within Ivy & Vision for its Future
(18:22) A Good Analyst vs. A Good Portfolio Manager
(20:30) Views on Cash within the Ivy Team
(24:30) Performance Expectations for the Ivy Team
(28:42) How Karate & Investing balance each other
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 Jul 21, 2022
Thursday Jul 21, 2022
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they explore the probability of a ‘stagflationary’ environment, how to think about positioning your portfolios, as well as what impact that type of environment may have on Canada, U.S., and Europe.
Learn by Key Topics:
(0:56) Views on Recent BOC’s Actions with 100 Basis Points Increase
(6:45) Views on Recession and Inflation
(16:11) Updates on Bank of Japan
(20:12) Stagflationary Environments & Positioning within 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 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
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 Jun 29, 2022
Wednesday Jun 29, 2022
In this episode, host Matthew Schnurr joins Luke Gould, Executive Vice-President and Chief Financial Officer for IGM Financial Inc.
Together, they explore what Luke Gould is looking forward to over the next 6 years and beyond as he steps into his next role as CEO of Mackenzie Investments.
Learn by Key Topics:
(1:24) How Mackenzie Plans to Retain its Position as The Employer of Choice
(2:21) Framework of Equity, Diversity & Inclusion When Building Our Teams
(4:32) Key Characteristics Mackenzie Looks at When Hiring Talent
(5:46) The Future of Work – Work, Hybrid & Work-From-Home
(8:22) Views on Regulations, Products, and Outlook
(10:01) The Merger of IIROC and MFDA and its Effect on Their Cultures
(11:54) Outlook on Mergers and Acquisitions
(14:13) Views on Interest Rates & Inflation
(16:52) Inflation & Migrating to Private Investments
(18:28) Thoughts on Taking Reigns as the Next CEO of Mackenzie
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 Jun 22, 2022
Wednesday Jun 22, 2022
We are celebrating our 100th episode!
In this special episode, host Matthew Schnurr joins Mackenzie's CEO, Barry McInerney just before his retirement in July.
Together, they reflect on the last 6 years of his career at Mackenzie Investments.
Learn by Key Topics:
(0:54) Views on Canadian Wealth Segments from Boomers to Gen Z
(7:23) How has Talent & Culture changed within Mackenzie
(14:38) Actions that re-shaped Diversity, Equity, and Inclusion
(21:13) Adjusting to the Pandemic Era and the Hybrid Model
(29:44) Reflections on 6 Years of Acquisitions
(40:12) Barry McInerney's Legacy at Mackenzie Investments
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 Jun 16, 2022
Thursday Jun 16, 2022
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they explore the recent fed decisions to raise interest points by 75 basis points, what’s happening in Europe and Japan, and how all these affect the portfolio.
Learn by Key Topics:
(0:56) Thoughts on Inflation and Yesterday's Fed Meeting
(5:36) Correlation of Long-term Inflation Expectations and Headline CPI
(9:47) Views on a Potential Recession (Labour Market, Consumer Demand, etc.)
(15:05) European Central Bank and Views on Europe
(19:50) Views on Inflation in Japan and Bank of Japan
(26:25) U.S. Treasuries and Outlook on Inflation
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 Jun 09, 2022
Thursday Jun 09, 2022
In this episode, host Matthew Schnurr joins Richard Wong, SVP, Portfolio Manager, and Head of the Cundill Team at Mackenzie.
Together, they explore value investing and how macroenvironment conditions affect the cycle during the pandemic era.
Learn by Key Topics:
(1:05) Views on Current Macroenvironment Conditions Allowing for the Optimism in Value
(6:29) Value Stocks & Inflation
(9:36) Views on Commodities from Fossil Fuels to Renewable Energy
(12:55) Electric Vehicles (EVs), Consumer Demand, Key Players, and the Global Outlook
(15:51) What Our Team is Monitoring When Investing in the EV Space
(18:15) Opportunities in the Opening Trade
(21:20) How Views on Value Has Changed Over the Years
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 Jun 01, 2022
Wednesday Jun 01, 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 billion of Mackenzie’s assets under management.
Together, they explore the Canadian economy (trends within the labor market and consumer spending), the stock market, the war in Ukraine and its impact on Europe, and ESG.
Learn by Key Topics:
(0:55) Trends in Canadian Economy & Recession
(6:20) Equity Market – Are we at Maximum Pain?
(12:17) Recession Fears in Europe
(15:18) Views on Trends within ESG
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