The Invested

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies.   Together, they take a deeper dive into Mackenzie’s Blue Book, which provides a near-term outlook on what 2023 holds for investors.    Learn by Key Topics:  (0:58) Looking back at 2022  (3:44) The 3 Themes for 2023  (7:34) Outlook on recession  (21:36) Recession &  job markets  (25:22) Outlook on China & global impacts  (27:53) Recession in Europe  (33:25) Thoughts on Equity Markets for 2023  (41:06) Views on Fixed Income for 2023  (47:11) Our confident and uncertain predictions    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 

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.    Together, they discuss the recent Fed meeting, how the Bank of Canada is determining to do a 50-basis point hike, China’s reopening story and how all these affect the fixed income portfolios.    Learn by Key Topics:  (0:56) Thoughts on Recent Fed Meeting and the 50-basis Point Hike  (10:47) Bank of Canada and a 50-basis point hike  (20:02) Views on China’s Reopening Story  (31:28) A Look at Fixed Income Portfolios    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 

In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in the day-to-day management of Mackenzie funds across the firm’s 12 equity boutiques with more than $65 billions in Mackenzie’s assets under management.    Together, they look at Jerome Powell’s speech and what it would mean for the markets. They also revisit China and impact of the zero-covid policy on the energy markets, and what to expect in 2023.    Learn by Key Topics:  (0:55) Thoughts on Fed, Jerome Powell’s recent comments and their market impact  (6:42) Views on Chin (13:42) Views on energy and the impact of the zero-covid policy to the energy markets  (18:55) Expectations for 2023 (Blue Book is available on Dec 14)    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 

In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team.    Together, they discuss a preview of long-term capital market projections available through the Mackenzie Orange Book (available Dec 15). They also look deeper into the implications of these expectations for pension planning and investors.    Learn by Key Topics:  (0:54) 10-Yr Outlook & Bonds  (5:56) Views on Equities Fixed Income Markets  (8:54) Outlook on Pension Planning & Recession   (13:56) Takeaways for Retirement Planning from the 2023 Orange Book     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 

In this episode, host Matthew Schnurr joins Richard Wong, SVP, Head of Cundill Global Value Equity Team at Mackenzie.  Together, they continue to explore Value Investing. They discuss prospects of value, what’s happened in 2022 and where the best value prospects are around the globe.    Key Topics:  (0:59) Value Investing in 2022   (3:07) Outlook on Interest Rates & Effect on Value  (6:17) Views on Technology Sector   (10:26) Stance on Commodities within the Portfolio & Areas of Optimism  (14:09) Views on the Speed of Market Reactions within a Cycle  (17:25) Growth Prospects after the 20th Party Congress   (19:50) Opportunities within the U.K. Economy     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 

In this episode, host Matthew Schnurr joins new Mackenzie Bluewater Team Portfolio Managers: Tyler Hewlett & Dave Taylor. They are the co-managers on the Mackenzie Bluewater Next Gen Growth Fund. Get to know more about their investment careers over the years, the Mackenzie Bluewater Team, investment styles and philosophy, and their new fund. Learn by Key Topics: (1:07) Meet Tyler Hewlett (4:35) Meet Dave Taylor (9:04) Mackenzie Bluewater Team & their Dynamic Partnership (14:15) Why Mackenzie? (15:48) Mackenzie Bluewater Next Gen Growth Fund (17:26) Investment Philosophy & Style (25:46) Views on Inflation, Long Duration Growth & Discovering Opportunities (28:35) Innovative Business Models & Evaluating Opportunities (30:24) Tyler & Dave’s Podcast Recommendations   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

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.    Together, they discuss recent inflation numbers and what it would mean for the Federal Reserve’s response. They also look the U.S.’s Midterm elections and China.    Learn by Key Topics:  (0:58) Thoughts on Recent CPI numbers  (6:24) Thoughts on Inflation & Mid to Long-Term Outlook  (17:01) U.S. Midterm elections & Outcomes  (22:53) Views on China’s 20th National Congress, Zero-Covid Policy  (29:16) A Look into Fixed Income Portfolios    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 

In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in the day-to-day management of Mackenzie funds across the firm’s 12 equity boutiques with more than $65 billions in Mackenzie’s assets under management.  Together, they look at Fed’s recent decision of raising 75 basis points and comments shared in the conference. She shares thoughts on the labor market conditions and upward wage pressures, supply and consumer demand, and outlook of inflation. She also looks at company earnings (tech, resources, etc.) and outlook on China’s 20th National Congress.    Learn by Key Topics:  (0:56) Thoughts on Fed’s Decision of Raising 75 Basis Points & Outlook  (3:44) Renewed Views of Inflation (6:36) Company Earnings (Mentions include Meta, Microsoft, Google, BP, Unilever, Bell, FedEx, Apple, Coca-Cola, and more)  (10:17) Views on China’s 20th National Congress & 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 

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.      Together, they look at Fed pivot and gearing down on expectations of Central banks going forward, and the U.S. Mid-term elections and what is means for portfolios and financial markets. They also look at Japan and trades happening in the Fixed Income portfolios.    Learn by Key Topics:  (1:00) Views on a Fed Pivot  (8:37) Outlook on Central Banks’ Actions & Their Goals   (13:59) Thoughts on Japan, Yen and the BoJ  (18:40) U.S. Politics – Mid Term Elections  (27:09) Trades within the Fixed Income Portfolios    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 

In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they take a deep look into economic environments around the world. We start with a look at Europe on U.K.'s leadership and ongoing energy crisis. Followed by a medium to long-term outlook in China with zero-covid policy and housing crisis. Continuing with an outlook of inflation within North America and the impact on affordability. And finally concluding this episode with a look into Japan’s economy.   Learn by Key Topics:  (0:52) Inflation across the World & Central Banks’ Actions  (3:51) Energy Crisis in Europe  (6:57) Ivy Investment Style & Investing in Canada  (8:52) Zero-Covid Policy and Housing in China  (11:10) Views of Inflation in North America  (14:07) Affordability and Preventing Financial Instability  (17:50) Views of Japan’s Economy    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