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Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
Episodes
Friday Nov 01, 2019
Friday Nov 01, 2019
In episode 4 Matt sits down with Konstantin Boehmer, Lead Portfolio Manager of the Mackenzie Global Tactical Bond Fund and the Mackenzie Global Bond ETF. Konstantin also leads the quantitative efforts of the Mackenzie Fixed Income team.
Konstantin discusses why managing passive products has made him a better active manager, his goal to produce the best risk adjusted performance over time (not absolute performance), his research on the looming pension crisis, and his non-consensus bullish view on Europe.
Matt concludes the podcast by getting Konstatin's recommendations on books, podcast, and the best German food in Toronto.
Friday Oct 04, 2019
Friday Oct 04, 2019
In Episode 3 Matt sits down with Nelson Arruda, Lead Portfolio Manager of the Mackenzie Multi-Asset Strategies Team. They discuss the importance of asset allocation, why diversification is important and somewhat understood, and Nelson's take on the current market environment. Nelson also talks about value, macro and sentiment and how these factors drive all asset classes.
Matt concludes the podcast by getting Nelson's recommendations for books, podcasts, and where to eat.
Tuesday Aug 27, 2019
Tuesday Aug 27, 2019
Hosted by Matthew Schnurr, Episode 2 is a two part conversation with Darren McKiernan, Lead Manager of the Mackenzie Global Dividend Fund.
In part 2 of this conversation Darren speaks about how he approaches markets, why he will be spending more time in China and his take on current market conditions.
Tuesday Aug 27, 2019
Tuesday Aug 27, 2019
Hosted by Matthew Schnurr, Episode 2 is a two part conversation with Darren McKiernan, Lead Manager of the Mackenzie Global Dividend Fund.
Part 1 of this conversation covers Darren's early interest in finance. He speaks about how an arcane computer baseball simulator game lead him to think probabilistically and how he made the move from Brandon Manitoba to Bay Street. Darren also gives his recommendations on books, podcasts and where to eat.
Tuesday Jul 23, 2019
Tuesday Jul 23, 2019
Our first episode is a wide ranging conversation with Phil Taller, Lead Manager of the Mackenzie US Mid Cap Growth Class Fund and the Investment Executive Fund Manager of the year for 2018.
Hear from Phil about where he grew up, how he got started in investment management, his philosophy, style, how he thinks about industries and his take on the current market environment. Phil also provides his recommendations for books, podcasts and where to eat.