The Invested

Onno Rutten on inflation, resources and gold

In this episode, Matt Schnurr joins Onno Rutten, Vice President on Mackenzie’s Resources Team to discuss the opportunities for resource investing in an inflationary world and the role of gold as insurance against rising monetary policy risks.

Brent Joyce on the recent market volatility

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the market volatility in early 2022 including what caused it and how to think about future movements going forward. 

Konstantin Boehmer on inflation and its effects on markets

In this episode, Matt Schnurr joins Konstantin Boehmer, Senior Vice President, Co-Lead of the Fixed Income Team, and Head of Global Macro at Mackenzie Investments, to discuss inflation. They go over where inflation levels are likely to reside, what are the Fed's reactions, and if food and oil prices will create a challenge for developing markets.

What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to do a level set for 2022 including what to expect from the Federal Reserve, the Bank of Canada, and the European Central Bank.

Brent Joyce on investment opportunities in 2022

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Blue Book, Mackenzie's 2022 outlook. They dig into the different asset classes and geographic locations to get Brent's perspective on what will be the best investment opportunities next year. 

Jamie Storrow on private infrastructure investing

In this episode, host Matt Schnurr speaks with Jamie Storrow, Managing Director and Co-Head of Infrastructure at Northleaf Capital Partners, to share his team's approach to private infrastructure investing. He goes over how they source deals, work with management teams, and their exit strategies.

Dustin Reid on inflation, maximum employment, and the easing cycle in China

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid as he weights in on the Fed's view of inflation and maximum employment, and what implications it may have on markets. They also turn to discuss China and the easing cycle that is currently playing out. 

John Cook on the COP26 climate summit and the opportunities in sustainable investing

In this episode, Matt Schnurr joins John Cook, Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead Mackenzie Greenchip Team, to debrief the COP26 climate summit. They also discuss industries like clean-up technologies and industrials, and the opportunities in resources.

Brent Joyce on earnings, sentiment, and yield expectations

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield expectations. 

Todd Mattina on Modern Monetary Theory

In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary Theory (MMT). They explore its benefits and downfalls, and how it's been used during the past decade.