The Invested

David Arpin on the COVID-19 recession and the possibility of future variants

In this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. They unpack the COVID-19 recession, specifically discussing consumer spending habits, government spending, regionalization, and the possibility of future variants. 

Dustin Reid on the Delta variant and its implications

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant, and what effects a resurgence has on fixed income markets and the macro economy as a whole. They also touch on the infrastructure bill that is slowly making its way through the senate and congress. 

Brent Joyce on earnings season, central banks around the world, and the price of oil

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about earnings season, central banks around the world, and their effect on equity markets. They also discuss the price of oil and the reaction caused by it. 

Dustin Reid on the four reasons why the markets have been so volatile

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the recent market volatility and the four reasons why he believes the markets have been so volatile. 

Brent Joyce on recent activity in China and why yields are falling in the fixed income market

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about inflation and why yields are falling in the fixed income market.  They go through a quick update on the equity markets and the most recent activity in China. 

Dustin Reid on the short-term outlook of the US dollar

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the US dollar including Reid's short term outlook on the US dollar and the probability of the US dollar losing traction as the the sole reserve currency and what that might mean for the markets.

Brent Joyce on the first six months of 2021 and what's occurred following the recent fed meeting

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about the first six months of 2021, what happened in the markets over the past six months and what's happened following the recent Fed meeting.

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.