The Invested

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.

Dustin Reid on the upcoming FOMC meeting and inflation risks

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the upcoming FOMC meeting, inflation and all the risks that have been anticipated, then dive into the recent European Central Bank meeting.

Our new weekly market update: Brent Joyce on current equity markets and emerging markets

Kicking-off our NEW weekly market updates, Matt Schnurr is speaking with Brent Joyce, Investment Strategist and Mackenzie Investments, on the current equity markets in the US, Canada and emerging markets.

Dustin Reid on changes in the U.S. fiscal story an impact of China on commodity prices

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about what to expect out of the Fed in the following weeks and months, including: Current changes in the U.S. fiscal story; the impact that China is having on commodity prices and views on the Canadian dollar.