Episodes
Thursday Oct 26, 2023
Shane Feeney – The Case for Private Equity Investments
Thursday Oct 26, 2023
Thursday Oct 26, 2023
In this episode, join host Matthew Schnurr as he welcomes Shane Feeney, Managing Director and Global Head of Secondaries at Northleaf Capital Partners, for a deep dive into the world of private equity investing. Shane shares his insights into various private equity strategies and how the Northleaf team leverages an integrated model, which includes primary, secondary, and direct co-investment strategies. Shane also discusses the team’s approach to assessing private equity managers, the importance of diversification, and the impacts of a higher interest rate environment on the asset class.
This episode was recorded on October 20, 2023.
Friday Oct 13, 2023
Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?
Friday Oct 13, 2023
Friday Oct 13, 2023
In this episode, join host Matthew Schnurr and his guest, Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, as they explore the factors and events that have been driving the rise in yields and volatility in the long end of the yield curve. Dustin also provides his insights into the latest US CPI reading and offers fixed income trade opportunities to capture real yields.
This episode was recorded on October 12, 2023.
Thursday Oct 05, 2023
Lesley Marks – How Rising Yields Are Impacting Equities and Bonds
Thursday Oct 05, 2023
Thursday Oct 05, 2023
With rising yields taking over recent headlines, is risk-free bond investing more attractive right now? Join host Matthew Schnurr and his guest Lesley Marks, CIO of Equities at Mackenzie Investments, as they discuss how rising yields have been reshaping the investment landscape, central banks’ responses, and how recent political developments in the US have impacted market volatility.
This episode was recorded on October 4, 2023.
Thursday Sep 21, 2023
Dustin Reid – Higher for Longer: Market Reactions to the Fed
Thursday Sep 21, 2023
Thursday Sep 21, 2023
In this episode, join host Matthew Schnurr and his guest, Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, as they discuss the market’s response to the Fed’s decision to hold rates. Dustin explores the implications of interest rates staying “higher for longer”, concerns around inflation, and assess the impact of the Fed’s policies on both the U.S. and global economies.
This episode was recorded on September 21, 2023.
Monday Sep 18, 2023
Monday Sep 18, 2023
In a rapidly changing economic environment, investors are grappling with mounting uncertainties. As this environment evolves, trust emerges as the bedrock of client-advisor relationships. Join us in this special episode as Gary Chateram, SVP and Head of Retail Distribution at Mackenzie, engages in a thought-provoking conversation with distinguished behavioural financial specialist, Herman Brodie, on the importance of trust and how to cultivate it.
Gain valuable insights as Herman shares actionable strategies for financial advisors to build long lasting trust with clients. Discover the power of vulnerability, the role of shared values, and practical tips to navigate trust-building in today’s evolving landscape. Whether you’re a seasoned financial professional or new to the industry, this episode offers invaluable insights that you can apply immediately to enhance your relationship with your clients.
This episode was recorded on August 10, 2023. For advisor use only.
Thursday Sep 14, 2023
Thursday Sep 14, 2023
In this episode, join host Matthew Schnurr as he welcomes Richard Wong, Senior Vice President, Portfolio Manager, and Head of Mackenzie Cundill Team, for a deep dive into the world of value investing. Richard discusses how his team incorporates the intricacies of deep, cyclical, and value investing strategies in their portfolio, along with real-world examples. Gain valuable insights into Richard’s team’s bottom-up approach and learn how they adjust their portfolio exposures across economic cycles.
This episode was recorded on September 11, 2023.
Thursday Sep 07, 2023
Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets
Thursday Sep 07, 2023
Thursday Sep 07, 2023
In this episode, host Matthew Schnurr in joined by Lesley Marks, CIO of Equities at Mackenzie Investments. Together they explore the latest economic developments, including recent Canadian GDP and US jobs data, and provide an outlook on equity markets. Lesley also discusses Saudi Arabia’s decision to extend oil production cuts and the recent challenges facing China’s economy.
This episode was recorded on September 5, 2023.
Thursday Aug 17, 2023
Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields
Thursday Aug 17, 2023
Thursday Aug 17, 2023
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Dustin provides a deep analysis of the latest US and Canadian inflation readings, shares his perspectives on the concerns around China’s reopening, and offers fixed income trade opportunities to capture real yields across the globe.
This episode was recorded on August 17, 2023.
Monday Aug 14, 2023
Monday Aug 14, 2023
In this episode, host Matthew Schnurr is joined by Dave Taylor and Tyler Hewlett, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Bluewater Team. Together they explore the evolving paradigms of growth and value and discuss the impacts of the global energy transition and AI driven digitization. Discover how these powerful forces are reshaping the investment landscape and gain strategic insights that guides businesses in this era of secular change.
This episode was recorded on July 28, 2023.
Tuesday Aug 08, 2023
Tuesday Aug 08, 2023
In this episode, host Matthew Schnurr is joined by Katherine Owen and Ome Saidi, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Global Equity and Income Team, where they delve into the art of quality investing. Discover the defining characteristics of quality companies and how they can weather market turbulence and flourish amid changing economic landscapes. Katherine and Ome also discuss how technological disruption, particularly AI, could affect quality companies.
This episode was recorded on July 31, 2023.