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Episodes
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

May 29, 2023
May 29, 2023
31 min
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Konstantin Boehmer, SVP, Co-Lead of Mackenzie’s Fixed Income Team, Head of Global Macro, and Portfolio Manager.
Together, they explore the topic of sustainable debt, specifically the momentum behind debt-for-nature swaps in emerging markets. Konstantin also discusses a unique bond opportunity in Ecuador that supports the conservation of the Galapagos Islands.
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.

May 19, 2023
May 19, 2023
41 min
In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest inflation data from Canada and the U.S. and whether or not future interest rate hikes are back on the table. Dustin also provides an update on the U.S. debt ceiling and China reopening story, and two trade ideas that his team are monitoring.
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.

May 9, 2023
May 9, 2023
22 min
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities.
Together they provide an update on the regional banking crisis, notably J.P. Morgan’s decision to purchase First Republic, assess if the labour market is softening or not, and what’s standing out so far this earnings season. An update on the Federal Reserve’s recent decision to raise interest rates is also provided.
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.

May 4, 2023
May 4, 2023
45 min
In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest interest rate decisions from around the world.
Dustin discusses the recent interest rate hikes from the Federal Reserve and European Central Bank, expectations going forward, and updates on the U.S. debt ceiling. Dustin also shares four top trade ideas that his team are keeping a close eye on.
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.

Apr 21, 2023
Apr 21, 2023
38 min
In this episode, host Matthew Schnurr is joined by Toby Heaps, CEO at Corporate Knights Inc. Together they discuss Toby’s journey to Corporate Knights, the concept behind the Corporate Knights’ annual ranking of the world’s 100 most sustainable corporations, and the construction of the Corporate Knights Global 100 Index.
With the growth of sustainable investing, we are excited to announce the launch of two new sustainable solutions at Mackenzie Investments – Mackenzie Corporate Knights Global 100 Index ETF (Ticker: MCKG) and Mackenzie Corporate Knights Global 100 Index Fund.
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.

Apr 13, 2023
Apr 13, 2023
35 min
In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist.
Together they provide an update on the Bank of Canada’s recent decision to hold interest rates, discuss new U.S. inflation data, and examine the path forward to getting to 2% 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.

Apr 5, 2023
Apr 5, 2023
26 min
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities.
Together they discuss the recent OPEC production cut and what that could mean for stock markets. They also provide an update on the global banking crisis, views on inflation, China’s reopening, and expectations for equities for the rest of the year.
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.

Mar 23, 2023
Mar 23, 2023
46 min
In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist.
Together, they provide an update on the global banking crisis, including fallout from SVB, regional banks, and Credit Suisse and UBS, the Fed’s recent 25 basis point hike, and the overall impacts to Canada and Europe.
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.

Mar 13, 2023
Mar 13, 2023
32 min
In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies.
Together, they discuss recent failures of U.S. banks, such as Silicon Valley Bank, and what that can mean for investors.
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.

Mar 10, 2023
Mar 10, 2023
41 min
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.
Together, they discuss the recent Bank of Canada decision to hold interest rates steady, Federal Reserve and what to expect in terms of interest rates, trades and currencies.
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
