The Invested

Lesley Marks – Is the Inflation Story Over?

Join host Matthew Schnurr and his guest Lesley Marks, CIO of Equities at Mackenzie Investments, as they explore the significant market drivers, from the complex geopolitical situation in the Middle East to the latest economic data. Lesley also discusses if Canada is in a technical recession and whether the inflation story is really over.

This episode was recorded on November 1, 2023.

Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends

In this episode, join host Matthew Schnurr as he welcomes Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, for an analysis of recent central bank actions in the US, Canada, and Japan. Dustin explores the Federal Reserve’s decision to hold interest rates, its approach to managing inflation, and the implications for the US economy. Moving to Canada, Dustin discusses the Bank of Canada’s concerns about sluggish economic growth and explores the possibility of cutting interests before hitting 2% inflation. Shifting to Japan, Dustin dissects the Bank of Japan’s yield curve control policy and the adjustments that have been made.

This episode was recorded on November 2, 2023.

Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More

In this episode, host Matthew Schnurr and his guests Nelson Arruda, Portfolio Manager and Head of Mackenzie’s Multi-Asset Strategies Team, and Jules Boudreau, Senior Economist, take you on an around the world journey diving into key global economic trends. The team covers topics such as oil, currency markets, equities, and the Canadian economy.

This episode was recorded on October 27, 2023.

Shane Feeney – The Case for Private Equity Investments

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.

Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?

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.

Lesley Marks – How Rising Yields Are Impacting Equities and Bonds

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.

Dustin Reid – Higher for Longer: Market Reactions to the Fed

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.

Special – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie

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.

Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing

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.

Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets

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.