The Invested

Dustin Reid on the recent fed meeting, inflation and opportunities for portfolio positioning

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the recent Fed meeting, expectations on inflation, how the market reacted and opportunities for positioning their portfolio.

 

 

Brent Joyce on earnings season, risk in the markets and inflation

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, on this recent earnings season, actual risks in the market right now and how to think about inflation.

Growth versus value: Does it really matter?

In this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. David gives his views on the current market rotation and why growth and value are not fundamentally in conflict.

Dustin Reid on the upcoming FOMC meeting and inflation risks

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the upcoming FOMC meeting, inflation and all the risks that have been anticipated, then dive into the recent European Central Bank meeting.

Our new weekly market update: Brent Joyce on current equity markets and emerging markets

Kicking-off our NEW weekly market updates, Matt Schnurr is speaking with Brent Joyce, Investment Strategist and Mackenzie Investments, on the current equity markets in the US, Canada and emerging markets.

Dustin Reid on changes in the U.S. fiscal story an impact of China on commodity prices

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about what to expect out of the Fed in the following weeks and months, including: Current changes in the U.S. fiscal story; the impact that China is having on commodity prices and views on the Canadian dollar.

The Canadian federal Budget, affordable child care and climate plans

In our newest episode of the Mackenzie Investments Podcast Series, Host Matt Schnurr speaks with Fate Saghir, Head of Sustainable Investing, about the Canadian Federal Budget and dive into the Affordable Child Care benefit and what the Canadian government is planning to do on climate; including how they will pay for it with debt issuance.

Dustin Reid on U.S. labor numbers and his views on emerging market debt

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the labor numbers coming out of the United States; how Europe is recovering from Covid-19; and his updated views on emerging market debt.

How 2020 was the worst for value investing and why to be optimistic as a new investment cycle starts

In our recent episode of the Mackenzie Investments Podcast Series, host Matthew Schnurr speaks with Richard Wong, Senior Vice President, Portfolio Manager, Head of Mackenzie's Cundill Team. They discuss how 2020 was the worst year for value stocks in his quarter-century investing career.  But, he is optimistic.  Why? Because a new investment cycle has started, value is cheap and outperforming and tailwinds suggest the recovery is sustainable.

Dustin Reid on the latest BoC meeting, fiscal story in the US, inflation and what to consider when building portfolios

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about BoC's decision to begin tapering, and the Hawkish view adopted by the bank in moving up its growth expectations. They also discuss the latest news on the tax front in the US, and the recent inflation numbers that have come in. Dustin also talks about the fixed income team's preference for higher rates as the rest of the world catches up on vaccinations, and current positioning in core and core-plus portfolios.