

Will Aldridge on investing in Canadian equity and resources
May 4, 2022
22:17
In this episode, host Matt Schnurr joins Mackenzie's William Aldridge, VP North American Equities.
Learn about:
(0:57) Initial thoughts on Canada
(2:55) How he approaches investing and managing portfolios
(5:17) Macro view of investing in Canada
(8:01) How the team allocates to small vs. mid vs. large caps
(10:54) How the team incorporates resources in portfolios
(16:40) Outlook for energy with green transition and climate change
(19:30) Pockets of opportunities in Canadian caps and sectors
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