The Invested

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  

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  

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  

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  

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

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

In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team.   Together, our experts map out environmental investment opportunities from our Green Book.   Learn by Key Topics:   (1:04) 3 drivers behind John’s investment thesis  (2:22) Milestones in 2022  (3:25) Climate Goals in 2022 (7:20) 2022 & impacts to the environmental economy (15:23) Solar vs. wind energy (26:10) Transition from fossil fuels  (38:25) Optimism levels heading into 2023   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 dive further into Mackenzie’s Orange Book, which contains expert insights to help investors stay focused on long-term returns.       Learn by Key Topics:  (0:54) Bank of Japan, Interest Rates & Debt in Japan  (10:10) Outlook on the Yen  (13:53) 2023 Outlook on Canadian Bonds, Derivatives & Pension Plans    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 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