The Invested

Mackenzie Investments
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Jun 15, 2023 • 37min

Dustin Reid on the BoC’s decision to hike while the Fed decided to skip

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent central bank activities, including the Bank of Canada’s decision to hike interest rates while the Fed decided to skip. Dustin also provides an update on trade ideas that his team are monitoring. 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.
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Jun 6, 2023 • 24min

Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss OPEC’s recent decision to reduce output in July, the impacts this will have on central bank actions, and what this could mean for the S&P 500. 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.
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May 29, 2023 • 32min

Konstantin Boehmer on debt-for-nature swaps in emerging markets

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Konstantin Boehmer, SVP, Co-Lead of Mackenzie’s Fixed Income Team, Head of Global Macro, and Portfolio Manager. Together, they explore the topic of sustainable debt, specifically the momentum behind debt-for-nature swaps in emerging markets. Konstantin also discusses a unique bond opportunity in Ecuador that supports the conservation of the Galapagos Islands. 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.
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May 19, 2023 • 42min

Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table

In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest inflation data from Canada and the U.S. and whether or not future interest rate hikes are back on the table. Dustin also provides an update on the U.S. debt ceiling and China reopening story, and two trade ideas that his team are monitoring. 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.
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May 9, 2023 • 23min

Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they provide an update on the regional banking crisis, notably J.P. Morgan’s decision to purchase First Republic, assess if the labour market is softening or not, and what’s standing out so far this earnings season. An update on the Federal Reserve’s recent decision to raise interest rates is also provided. 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.
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May 4, 2023 • 46min

Dustin Reid on recent interest rate decisions from the Fed, BOJ, and ECB

In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest interest rate decisions from around the world. Dustin discusses the recent interest rate hikes from the Federal Reserve and European Central Bank, expectations going forward, and updates on the U.S. debt ceiling. Dustin also shares four top trade ideas that his team are keeping a close eye on. 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.
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Apr 21, 2023 • 38min

Toby Heaps on sustainable investing and Corporate Knights Global 100 Index

In this episode, host Matthew Schnurr is joined by Toby Heaps, CEO at Corporate Knights Inc. Together they discuss Toby’s journey to Corporate Knights, the concept behind the Corporate Knights’ annual ranking of the world’s 100 most sustainable corporations, and the construction of the Corporate Knights Global 100 Index. With the growth of sustainable investing, we are excited to announce the launch of two new sustainable solutions at Mackenzie Investments – Mackenzie Corporate Knights Global 100 Index ETF (Ticker: MCKG) and Mackenzie Corporate Knights Global 100 Index Fund. 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.
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Apr 13, 2023 • 35min

Dustin Reid on recent BoC decision and the path towards 2% inflation

In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist. Together they provide an update on the Bank of Canada’s recent decision to hold interest rates, discuss new U.S. inflation data, and examine the path forward to getting to 2% 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.
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Apr 5, 2023 • 26min

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.
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Mar 23, 2023 • 46min

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.

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