The Invested

Lesley Marks on recent OPEC production cut and expectations for equities

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities.

Together they discuss the recent OPEC production cut and what that could mean for stock markets. They also provide an update on the global banking crisis, views on inflation, China’s reopening, and expectations for equities for the rest of the year.

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Dustin Reid on fallout from recent bank failures and the Fed’s response

In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist.

Together, they provide an update on the global banking crisis, including fallout from SVB, regional banks, and Credit Suisse and UBS, the Fed’s recent 25 basis point hike, and the overall impacts to Canada and Europe.

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Lesley Marks and Steven Locke on recent failures of U.S. banks

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies.

Together, they discuss recent failures of U.S. banks, such as Silicon Valley Bank, and what that can mean for investors.

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.   

Together, they discuss the recent Bank of Canada decision to hold interest rates steady, Federal Reserve and what to expect in terms of interest rates, trades and currencies.

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities. 

Together, they discuss what to expect from BoC, how Nordstrom’s departure may affect us and they also revisit previous predictions from earlier this year.  

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com  

Benoit and Onno on incorporating different asset classes during a sticky inflation period

In this episode, host Matthew Schnurr is joined by Benoit Gervais, SVP and Head of Team of Mackenzie Resource Team, and Onno Rutten, VP of Mackenzie Resource Team.

Together, they discuss why inflation will likely be sticky and how to incorporate different asset classes in your portfolios. 

  

Learn by Key Topics: 

 

(1:01) Recent economic growth in North America and Europe 

(3:32) Views on the path of inflation 

(8:00) Performance of different asset classes during inflation 

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com  

Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio

In this episode, host Matthew Schnurr is joined by Katherine Owens, VP of Mackenzie Global Equity & Income Team.

Together, they discuss her approach to investment management. She also shares how she finds high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio. 

 

Learn by Key Topics: 

 

(1:00) Katherine’s early career 

(3:22) Starting at Mackenzie Investments 

(12:46) Views on dividends and its benefits 

(14:51) Views on valuations 

(17:02) Views on what is a soft landing 

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com  

Lesley on the U.S. labour market, stock valuations and views on a soft landing

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities. Together, they take a look at the labour market in U.S.A., layoffs in the technology sector, stock valuations and the term "soft landing".

  

Learn by Key Topics: 

(0:56) Job market in the U.S. 

(2:23)Views of inflation and Fed reaction 

(6:14)Tech layoffs 

(9:21)Global economy update 

(12:26)Views on what is a soft landing and outlook

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com  

Dustin Reid on the Fed’s recent 25 basis point hike

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.  

Together, they discuss the recent Fed announcement and latest 25-basis point hike. Dustin also shares expectations on wages and if the era of non-25 basis point hikes is over. Finally, they discuss credit opportunities and what Dustin’s team is doing in the portfolio to reflect his view of the global economy.

 

Learn by Key Topics:

(1:25) Fed 25 basis point hike

(9:30) Outlook on wages and employment

(15:30) Is the era of non-25 basis point hikes over?

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. 

Together, they discuss the recent BoC meeting and the hike of 25 basis points, and the upcoming Fed meeting. Dustin also shares thoughts on broader economics within North America diving into GDP data, labor markets, and others. They last look at the current economic environments of Japan and China. 

 

Learn by Key Topics: 

(1:02) Recent interest hikes by Bank of Canada 

(8:38) Outlook on interest rates 

(20:24) Looking into broader economics within North America

(28:01) Bank of Japan & China 

 

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com