The Invested

Dustin Reid on U.S. labor numbers and his views on emerging market debt

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the labor numbers coming out of the United States; how Europe is recovering from Covid-19; and his updated views on emerging market debt.

How 2020 was the worst for value investing and why to be optimistic as a new investment cycle starts

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. They discuss how 2020 was the worst year for value stocks in his quarter-century investing career.  But, he is optimistic.  Why? Because a new investment cycle has started, value is cheap and outperforming and tailwinds suggest the recovery is sustainable.

Dustin Reid on the latest BoC meeting, fiscal story in the US, inflation and what to consider when building portfolios

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about BoC's decision to begin tapering, and the Hawkish view adopted by the bank in moving up its growth expectations. They also discuss the latest news on the tax front in the US, and the recent inflation numbers that have come in. Dustin also talks about the fixed income team's preference for higher rates as the rest of the world catches up on vaccinations, and current positioning in core and core-plus portfolios. 

David Ross on private credit, what they look for in businesses, and the importance of diversification and portfolio construction in private credit

In this episode host Matt Schnurr speaks with David Ross, Managing Director, Private Credit at Northleaf Capital about all things private credit, including what he looks for in private businesses, and how he thinks about pricing deals. They also discuss private credit as an asset class, the importance of company management when assessing businesses, and the diversification and portfolio construction processes the team employs. 

Dustin Reid shares his view on the U.S. Infrastructure Bill and possible tapering from the Federal Reserve

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the Infrastructure Bill making its way through the U.S. Senate and U.S. Congress. He also shares his views on the possibility of tapering in June from the Federal Reserve and what the Bank of Canada is expected to do. He also shares his current views on currencies, particularly USD and CAD.

Dustin Reid on fixed income and how a potential three trillion dollar infrastructure package can lead to fiscal drag

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the difference between "full employment" and "maximum employment", and how a potential three trillion dollar infrastructure package can lead to fiscal drag in 2022.

Dustin Reid on central banks around the world, update on the federal government and how these impact investor portfolios

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about central banks around the world and dives deep into the Bank of Canada and European Central Bank. They also discuss what the Federal Government is likely to do in the future and how investors should consider these factors in their portfolios.

Dustin Reid on the dramatic increase in rates over the past week and what to expect from the federal government

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the dramatic increase in rates over the past week and what to expect from the federal government and the economy going forward.

The Biden relief package, prospects of inflation, and what that means for fixed income

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about Biden's relief package, prospects of inflation, and if he sees more stimulus coming in the back half of the year. They also dive into the impacts on markets and fixed income.

How to play the 2021 global recovery across equity and fixed income markets

In this special edition of the Mackenzie Investments Podcast series, host Matt Schnurr, speaks with Michael Evans, host of the Mackenzie Exchange Podcast Series about the recent Exchange webcast. During this event Todd Mattina, Senior Vice President, Chief Economist, Portfolio Manager, Co-Lead of the Mackenzie Multi-Asset Strategies Team; and Dustin Reid, Vice President, Investment Management, Chief Fixed Income Strategist, Mackenzie Fixed Income Team share there 2021 Market Outlook and share their analysis of the changing global landscape and provide their insights on how to play the 2021 global recovery across equity and fixed income markets.