The Invested

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 

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