The Invested

Todd Mattina on U.K.’s Mini Budget Announcement and European Energy Crisis

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 

Dustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income Team

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 

Benoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused Fund

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 

Dustin Reid on the Recent CPI Number and What To Expect

In this quick-to-market episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.  

Together, they discuss recent the CPI number, its implications on the FED fund rates, and the overall market impact. 

 

Learn by Key Topics: 

(0:54) Thoughts on recent CPI number 

(6:35) Expectations for Next Week 

(14:18) Changes within the Portfolio 

 

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 

Lesley Marks on the Canadian Housing Market, Jackson Hole and Europe’s Energy Crisis

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 housing market impacted by the recent rate hikes, the Jackson Hole summit, and Europe's energy crisis during the Ukrainian war. 

 

Learn by Key Topics: 

(0:56)  Thoughts on Recent Rate Hike 

(3:13)  Impact on Housing Market 

(6:05)  Expectations from Central Banks & their Earnings 

(10:55)  Thoughts from Jackson Hole Summit 

(15:41)  Outlook for Rate Hikes & Impact 

(18:09)  Energy Shock within 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 

Hussein Sunderji on Investment Opportunities in Asia

In this episode, host Matthew Schnurr joins Lead Portfolio Manager of Ivy International, Hussein Sunderji. 

Together, they explore investment opportunities within Asia and Europe and how the Ivy Team approaches them strategically. 

Learn by Key Topics: 

(0:59) Ivy Investment Philosophy & Asia 

(6:08)  Views on Cash when Investing 

(8:16)  Corporate Governance within Japan 

(9:28)  Views on the Chinese Stock Market 

(15:30) Other Geographical Regions in Asia with Opportunities 

(17:55)  Views on Europe & Investing within 

(21:48)  Opportunities within 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 

Dustin Reid on Fixed Income Markets from North America to Europe to China

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 

Lesley Marks on Stock Market Performance & Q2 Earnings

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 

Matt Moody on Ivy Team’s Succession and Vision

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 

 

Dustin Reid on Preparing Portfolios against a Stagflationary Environment

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