Episodes

Monday Jul 19, 2021
Monday Jul 19, 2021
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.

Wednesday Jul 07, 2021
Dustin Reid on the short-term outlook of the US dollar
Wednesday Jul 07, 2021
Wednesday Jul 07, 2021
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.

Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
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.

Wednesday Jun 23, 2021
Wednesday Jun 23, 2021
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.

Monday Jun 21, 2021
Brent Joyce on earnings season, risk in the markets and inflation
Monday Jun 21, 2021
Monday Jun 21, 2021
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.

Tuesday Jun 15, 2021
Growth versus value: Does it really matter?
Tuesday Jun 15, 2021
Tuesday Jun 15, 2021
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.

Wednesday Jun 09, 2021
Dustin Reid on the upcoming FOMC meeting and inflation risks
Wednesday Jun 09, 2021
Wednesday Jun 09, 2021
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.

Wednesday Jun 02, 2021
Our new weekly market update: Brent Joyce on current equity markets and emerging markets
Wednesday Jun 02, 2021
Wednesday Jun 02, 2021
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.

Friday May 28, 2021
Friday May 28, 2021
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.

Thursday May 27, 2021
The Canadian federal Budget, affordable child care and climate plans
Thursday May 27, 2021
Thursday May 27, 2021
In our newest episode of the Mackenzie Investments Podcast Series, Host Matt Schnurr speaks with Fate Saghir, Head of Sustainable Investing, about the Canadian Federal Budget and dive into the Affordable Child Care benefit and what the Canadian government is planning to do on climate; including how they will pay for it with debt issuance.

