

The Invested
Mackenzie Investments
Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
Episodes
Mentioned books

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.

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.

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.

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.

Mar 13, 2023 • 33min
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.

Mar 10, 2023 • 41min
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

Mar 8, 2023 • 22min
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

Feb 22, 2023 • 30min
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

Feb 15, 2023 • 22min
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

Feb 10, 2023 • 18min
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


