The Invested

In this episode, host Matt Schnurr joins Mackenzie's James Morrison, VP and Lead Portfolio Manager of the Ivy Canadian Team.   He shares his investment career inspired by his upbringing in Alberta, how he approaches investing in Canada using the Ivy Philosophy and its effect on the portfolio, and the future of the Ivy team upon Paul Musson’s retirement.    Learn by Key Topics:  (0:55) James’s Upbringing in the Heart of the Rocky Mountains  (3:10) His Early Career & Mackenzie Investments  (6:35) Ivy Investment Style & Investing in Canada  (9:38) What He Looks for When Discovering Companies  (12:47) Corporate Culture Within the Canadian Landscape  (14:26) Incorporating Energy Within the Portfolio  (17:35) How Macro Economy Affects the Portfolio  (19:35) Retirement of Paul Musson & the Future of the Team    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 take a deep look into the strength of the U.S. Dollar and why currencies why matter to Canadian investors. They also look at the recent earning season and what to expect out of market cycles going forward.    Learn by Key Topics:  (0:54) The US Dollar & its Strength   (4:07) The British Pound & its Strength  (5:24) These Currencies & Impact on Canadian Investors  (7:08) Recent Earnings & What They Mean (Nike, FedEx, etc.)  (10:16) Outlook on Inflation, Inventory & Demand    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 Europe. They discuss European Energy Crisis and U.K. mini budget announcement from last Friday.    Learn by Key Topics:  (0:58) Thoughts on U.K.’s Mini Budget Announcement & Tax Plans  (5:00) European Energy Crisis with Demand & Supply  (16:11) Bank of England, Inflationary Pressures and the Rise of Interest Rates  (20:21) Outlook on Sterling   (22:55) Inflation across Major Economies: Europe, Asia, North America    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 his process and how he predicts Central Bank’s actions, outlook on BoC, and how our Fixed Income team is positioning their portfolios.    Learn by Key Topics:  (0:56) Thoughts on Fed meeting  (9:17) Views on Central Bank Actions & His Process  (16:19) Outlook for Canada  (23:19) Outlook on Currencies: USD & CAD  (29:26) How our Fixed Income team is positioning their 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 Mackenzie's SVP, Portfolio Manager, and Head of Resource Team, Benoit Gervais.  Together, they discuss European commodities, their impact on inflation, and the launch of Mackenzie's new inflation-focused fund.     Learn by Key Topics:  (0:56) Views on Europe’s Energy Crisis & Solutions  (8:23) Climate Goals in Europe vs. Emissions  (10:11) Energy Transitions’ Impact on Inflation  (15:45) Thoughts on Central Banks & Inflation  (17:44) Launch of Mackenzie’s Inflation-focused Fund    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, educated, and invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

In this quick-to-market episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.   Together, they discuss recent the CPI number, its implications on the FED fund rates, and the overall market impact.    Learn by Key Topics:  (0:54) Thoughts on recent CPI number  (6:35) Expectations for Next Week  (14:18) Changes within the Portfolio    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 billion of Mackenzie’s assets under management.  Together, they explore the Canadian housing market impacted by the recent rate hikes, the Jackson Hole summit, and Europe's energy crisis during the Ukrainian war.    Learn by Key Topics:  (0:56)  Thoughts on Recent Rate Hike  (3:13)  Impact on Housing Market  (6:05)  Expectations from Central Banks & their Earnings  (10:55)  Thoughts from Jackson Hole Summit  (15:41)  Outlook for Rate Hikes & Impact  (18:09)  Energy Shock within 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 

In this episode, host Matthew Schnurr joins Lead Portfolio Manager of Ivy International, Hussein Sunderji.  Together, they explore investment opportunities within Asia and Europe and how the Ivy Team approaches them strategically.  Learn by Key Topics:  (0:59) Ivy Investment Philosophy & Asia  (6:08)  Views on Cash when Investing  (8:16)  Corporate Governance within Japan  (9:28)  Views on the Chinese Stock Market  (15:30) Other Geographical Regions in Asia with Opportunities  (17:55)  Views on Europe & Investing within  (21:48)  Opportunities within 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 

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.  Together, they explore the Fixed Income markets and inflation worldwide, Fed and BoC, views on Europe (German and Italian bond situation), and more.    Learn by Key Topics:  (1:01)  Inflation in the U.S.A.  (6:44)  Employment Rates & Economy in the U.S.A.  (11:15)  Expectations for the Fed  (16:23)  Inflation across U.S. vs. Canada  (16:23)  Trends across Europe & Inflation Risks  (25:21)  Trends within China  (30:37)  Thoughts on the upcoming Jackson Hole Symposium  (34:30)  Trade Ideas & Final Thoughts    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, educated, and invested to 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 billion of Mackenzie’s assets under management.  Together, they explore the recent stock market performance, outlook for Canada, and what the Q2 earnings mean for investors.    Learn by Key Topics:  (1:00) Stock Market Performance Timeline & Outlook  (4:51) Expectations on an Interest Rate Hike  (6:33) Current Views on Canada  (9:29) Outlook on the Tech Sector  (11:36) Housing Market & Our Economy  (16:00) Views on Quarterly Earnings  (18:43) Will Canada follow the US?     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