154.9K
Downloads
269
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
Mar 30, 2020
Mar 30, 2020
1hr 4 min
Join Matt Schnurr in conversation with Steve Locke, Vice President, Portfolio Manager and Head of the Mackenzie Fixed Income Team. They dive into how Steve and his team are maneuvering through markets during the COVID-19 pandemic, how Steve started his career and what sparked his interest in Portfolio management.
Feb 20, 2020
Feb 20, 2020
46 min
Join Matt Schnurr in conversation with David Arpin, Senior Vice President, Portfolio Manager and Team Co-Lead on the Mackenzie Bluewater Team. They dive into how David got started in investment management and how understanding trends in the market are important to decision-making. Tune in to hear David's views on the future of oil, the future of recessions and why team culture plays an important role in the Bluewater Team's process.
Jan 24, 2020
Jan 24, 2020
52 min
Join Matt Schnurr in an all things macro conversation with Dustin Reid, Mackenzie's Chief Fixed Income Strategist.
Matt and Dustin discuss why the US Federal Reserve will target higher inflation, European fiscal spending and the likelihood of it increasing, and predictions on the US election.
If you frequent New York City you'll want to stay tuned until the end to hear Dustin's recommendation for the best place to eat in the Big Apple for under $40.
Dec 13, 2019
Dec 13, 2019
1hr 12 sec
In episode 5, Matt sits down with Barry McInerney, President and Chief Executive Officer of Mackenzie Investments. They discuss the optimistic case for China, what trends in the US are likely to make their way north of the border, a review of Mackenzie’s success in 2019 and what we can expect in 2020.
Matt ends the podcast by getting recommendations from Barry on books, movies, and his favourite charities.
Nov 1, 2019
Nov 1, 2019
1hr 3 min
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.
Oct 4, 2019
Oct 4, 2019
53 min
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.
Aug 27, 2019
Aug 27, 2019
39 min
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.
Aug 27, 2019
Aug 27, 2019
37 min
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.
Jul 23, 2019
Jul 23, 2019
52 min
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.