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Episodes
What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.
Episodes

Jul 19, 2021
Jul 19, 2021
20 min
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.

Jul 7, 2021
Jul 7, 2021
23 min
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.

Jun 30, 2021
Jun 30, 2021
26 min
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.

Jun 23, 2021
Jun 23, 2021
32 min
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.

Jun 21, 2021
Jun 21, 2021
21 min
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.

Jun 15, 2021
Jun 15, 2021
22 min
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.

Jun 9, 2021
Jun 9, 2021
33 min
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.

Jun 2, 2021
Jun 2, 2021
29 min
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.

May 28, 2021
May 28, 2021
33 min
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.

May 27, 2021
May 27, 2021
22 min
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.
