The Invested

Dustin Reid on US monetary policy and his view on China

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about US monetary policy, and when we can expect tapering and rate cuts from the Fed. They also talk about the Bank of Canada, their posturing, and Dustin's view on China. 

Richard Pan on the importance of ESG and how to approach the Chinese markets

In this episode host Matt Schnurr speaks with Richard Pan, Portfolio Manager, Head of Global Capital Investment, ChinaAMC, about Richard's journey from engineer to investment manager. They also discuss the importance of ESG to his philosophy, how to approach the Chinese markets, and some of Richard's recommendations. 

Dustin Reid on the upcoming Jackson Hole Economic Symposium

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant and how it could impact markets. They also dive into what can be expected from the upcoming 2021 Jackson Hole Economic Symposium. 

Brent Joyce on Zombie companies and what should be done about them

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about Zombie companies, what they are, why they are a risk to capital markets, and what should be done about them. 

David Arpin on the COVID-19 recession and the possibility of future variants

In this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. They unpack the COVID-19 recession, specifically discussing consumer spending habits, government spending, regionalization, and the possibility of future variants. 

Dustin Reid on the Delta variant and its implications

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant, and what effects a resurgence has on fixed income markets and the macro economy as a whole. They also touch on the infrastructure bill that is slowly making its way through the senate and congress. 

Brent Joyce on earnings season, central banks around the world, and the price of oil

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about earnings season, central banks around the world, and their effect on equity markets. They also discuss the price of oil and the reaction caused by it. 

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.