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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
Sep 29, 2020
Sep 29, 2020
51 min
In this episode of the Mackenzie Investments Podcast series, host Matthew Schnurr speaks with Michael Cooke, Senior Vice President and Head of Exchange Traded Funds. They get into the weeds on what an Exchange Traded Fund (ETF) is, what to consider when buying an ETF and the correlation between passive investing and the rise in ETFs.
Sep 28, 2020
Sep 28, 2020
47 min
Host Matt Schnurr talks with Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team. Listen to their discussion on why quantitative portfolio management works in emerging markets and his views on quality, growth and value.
Sep 8, 2020
Sep 8, 2020
12 min
In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund and Co-Lead of the Mackenzie Bluewater Team. They discuss current equity market valuations, where these might go and the impact of interest rates on these valuations and the potential upside still left in the market.
Aug 13, 2020
Aug 13, 2020
39 min
In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with Richard Bodzy and Greg McCullough, Portfolio Managers of the Mackenzie US All Cap Growth Fund. They discuss high-quality growth companies, the importance of sustainable cash-flow and the narrow range of outcomes. Their discussion also includes recommendations on books, podcasts and best places to road trip.
Jul 14, 2020
Jul 14, 2020
56 min
In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Benoit Gervais about the importance of efficiency in global resource investing, the changes in the price of oil, and how the storage of oil impacts the price and inflation, as well as its overall impact on gold.
Jun 23, 2020
Jun 23, 2020
42 min
In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 2, host Matthew Schnurr and Peter Kruyt discuss his approach to the public equity markets in China, what they look for in investments, bringing a public equity and a private equity mindset, and the future of China.
Jun 23, 2020
Jun 23, 2020
49 min
In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 1, host Matthew Schnurr and Peter Kruyt discuss how Power Corporation of Canada began to invest in China in 1986, how to think of investing with state-owned enterprises and why joint ventures were they way to proceed.
Jun 3, 2020
Jun 3, 2020
38 min
In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Yves Choueifaty, the Founder and CEO of Tobam, a Paris based asset manager. They discuss his background, his development of the diversification ratio, how Tobam integrates E,S and G principles and his admiration of Harry Markowitz.
May 12, 2020
May 12, 2020
24 min
In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr gets an update from Darren McKiernan and how he and his team have been managing over the past five months. This episode also features a new segment called, "over-rated or under-rated" where Matt and Darren discuss current market news and trends.
May 12, 2020
May 12, 2020
59 min
In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Matthew Cardillo about alternative asset classes, gold, monetary policy and the possibility of inflation during these unprecedented times.