The Invested

Lesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fears

In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees 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. 

  

Learn about: 

(1:05)  Looking at pandemic-driven demand through Netflix

(6:47)  COVID-19 in China

(11:57)  China’s next election, its effect on stimulus and GDP growth 

(14:08)  The likelihood of a super-cycle of commodities

(19:53)  Recession fears and where the economy is headed 

  

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 

Ome Saidi on discovering High Value Investment Opportunities

In this episode, host Matt Schnurr joins Mackenzie's Ome Saidi, VP Investments. He leads the International Investment Selection for the Global Equity & Income Team at Mackenzie Investments. He is also the Lead Portfolio Manager on the Mackenzie International Dividend Fund.

 

Learn about:

(1:05) Ome's upbringing in Ivory Coast

(6:09) His entrepreneurship journey that started with a pay cut

(10:25) His theory in discovering high value investments

(16:44) What he looks for in management

(20:54) How he looks at risk in portfolios

(26:33) Which areas does he discover the best opportunities

 

Ome's book recommendations: The Outsiders 

 

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 the recent interest rate hikes

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to debrief the Bank of Canada's recent interest rate hikes. The two also discuss the ECB, the federal reserve, and what impacts these will have on the team's portfolios.

Konstantin Boehmer on sustainable debt and the current market environment

In this episode, Matt Schnurr joins Konstantin Boehmer, SVP, Portfolio Manager, and Co-lead of the Mackenzie Fixed Income Team, to discuss sustainable debt and the current market environment. They explore what sustainable debt is and what are its characteristics. Konstantin also outlines the three possible paths that the market may take, which is most probable, and what to do with your portfolio.

Benoit Gervais on energy and achieving climate change goals

In this episode, Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore energy security in light of the Russia/Ukraine conflict, onshoring, and infrastructure. They also discuss how we can achieve our climate change goals.  

Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the Fed, ECB and BOC's reactions to Russia's invasion of the Ukraine. Dustin also comments on inflation, commodity prices and how his team is positioning their portfolios. 

Sir Christopher Meyer on the War in Ukraine: Context and Capital

In this episode, Matt Schnurr joins Sir Christopher Meyer, former British Ambassador to the US, and private secretary to the British Embassy in Moscow, who provides his unique perspective on the war in Ukraine. He sheds light onto its cause and its global implications.

Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments. They dive deep to provide a thoughtful analysis on the Russia Ukraine Crisis and what it means for economic markets around the world. 

Wenjie Ding on the Chinese Equity Market

In this episode Matt Schnurr joins Wenjie Ding, Investment Strategist at ChinaAMC to discuss the current situation in China. They dive into both the short-term and long-term macro challenges. The also explore the reasons that investors should be optimistic about the Chinese equity market. 

Brent Joyce on the Russia/Ukraine conflict and oil prices

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Russia/Ukraine situation and its effect on oil. They further dive into what oil prices may mean for inflation and the health of the economy.