The Invested

PM Konstantin Boehmer on the Looming Pension Crisis

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.

Key drivers in Environmental Investing and opportunities in the space - Updates from John Cook

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.

What a Biden presidency and Republican held senate might mean for markets - Insights from Dustin Reid post U.S election

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.

PM Onno Rutten on strategic allocation to gold

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.

John A. Cook discusses SRI, ESG, Capital and the effects on the environment

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.

The US election is closer than it appears - Insights from Dustin Reid

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the current climate surrounding the US elections.

Michael Cooke Head of Mackenzie Exchange Traded Funds

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.

PM Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team

Host Matt Schnurr talks with Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team. Listen to their discussion on why quantitative portfolio management works in emerging markets and his views on quality, growth and value.

PM David Arpin on equity market valuations and impact on interest rates

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund and Co-Lead of the Mackenzie Bluewater Team. They discuss current equity market valuations, where these might go and the impact of interest rates on these valuations and the potential upside still left in the market. 

PM Richard Bodzy and Greg McCullough on high-quality growth companies

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with Richard Bodzy and Greg McCullough, Portfolio Managers of the Mackenzie US All Cap Growth Fund. They discuss high-quality growth companies, the importance of sustainable cash-flow and the narrow range of outcomes. Their discussion also includes recommendations on books, podcasts and best places to road trip.