Episodes
Monday Jan 11, 2021
Monday Jan 11, 2021
In our recent episode of the Mackenzie Investments podcast Series, host Matthew Schnurr speaks with Steve Locke, Vice President, Portfolio Manager and Head of the Mackenzie Fixed Income Team about Fixed Income investing in ultra low-rate environments and where he searches for yield in asset classes like high yield, floating rate loans, emerging market debt, private credit and alternatives.
Thursday Dec 17, 2020
Richard Wong on value investing and views on banks, energy and 2021
Thursday Dec 17, 2020
Thursday Dec 17, 2020
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 about value investing, his views on banks, energy companies and his thoughts on what 2021 and beyond holds for value.
Monday Dec 14, 2020
Monday Dec 14, 2020
In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, regarding his views on recent election events, including the Trump lawsuits, what the US Federal government is most likely to do at the upcoming FOMC meeting and the phase 4 fiscal policy.
Thursday Dec 10, 2020
PM Konstantin Boehmer on the Looming Pension Crisis
Thursday Dec 10, 2020
Thursday Dec 10, 2020
PM Konstantin Boehmer joins #MackenziePodcast to talk about his whitepaper series on the Looming Pension Crisis. He discusses the state of the US pension plans, what it means for investors and how it impacts the economy.
Monday Nov 16, 2020
Monday Nov 16, 2020
In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and CEO of Greenchip Financial Corp. This quick discussion follows up on their original discussion and dives deep into the opportunity in the environmental investing and SRI space. John takes us through his views on the current energy transition, key drivers in the environmental investing and the future of ESG and SRI.
Monday Nov 09, 2020
Monday Nov 09, 2020
In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the probability of the Trump lawsuits being able to swing the election or have some impact on the markets, the lame duck sessions and what a Biden presidency and a Republican held senate might mean for markets moving forward.
Monday Oct 26, 2020
PM Onno Rutten on strategic allocation to gold
Monday Oct 26, 2020
Monday Oct 26, 2020
In this episode of the Mackenzie Investments Podcast series, host Matt Schnurr speaks with Onno Rutten, who is Vice President, Investment Management, and a Portfolio Manager on the Mackenzie Resource Team. In this episode we dive into the gold, current market environment and strategic allocation to gold.
Monday Oct 19, 2020
John A. Cook discusses SRI, ESG, Capital and the effects on the environment
Monday Oct 19, 2020
Monday Oct 19, 2020
In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and President and Director, Greenchip Financial Corp. They discuss capital and it’s effects on the environment. Their discussion also includes the long-term and short-term effects Covid-19 has had on the environment and add clarity to the many acronyms within the ESG and SRI space.
Wednesday Oct 07, 2020
The US election is closer than it appears - Insights from Dustin Reid
Wednesday Oct 07, 2020
Wednesday Oct 07, 2020
In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the current climate surrounding the US elections.
Tuesday Sep 29, 2020
Michael Cooke Head of Mackenzie Exchange Traded Funds
Tuesday Sep 29, 2020
Tuesday Sep 29, 2020
In this episode of the Mackenzie Investments Podcast series, host Matthew Schnurr speaks with Michael Cooke, Senior Vice President and Head of Exchange Traded Funds. They get into the weeds on what an Exchange Traded Fund (ETF) is, what to consider when buying an ETF and the correlation between passive investing and the rise in ETFs.