The Invested

Mackenzie Investments
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Mar 30, 2022 • 26min

Benoit Gervais on energy and achieving climate change goals

In this episode, Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore energy security in light of the Russia/Ukraine conflict, onshoring, and infrastructure. They also discuss how we can achieve our climate change goals.  
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Mar 23, 2022 • 28min

Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the Fed, ECB and BOC's reactions to Russia's invasion of the Ukraine. Dustin also comments on inflation, commodity prices and how his team is positioning their portfolios. 
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Mar 15, 2022 • 30min

Sir Christopher Meyer on the War in Ukraine: Context and Capital

In this episode, Matt Schnurr joins Sir Christopher Meyer, former British Ambassador to the US, and private secretary to the British Embassy in Moscow, who provides his unique perspective on the war in Ukraine. He sheds light onto its cause and its global implications.
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Mar 9, 2022 • 30min

Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments. They dive deep to provide a thoughtful analysis on the Russia Ukraine Crisis and what it means for economic markets around the world. 
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Mar 2, 2022 • 23min

Wenjie Ding on the Chinese Equity Market

In this episode Matt Schnurr joins Wenjie Ding, Investment Strategist at ChinaAMC to discuss the current situation in China. They dive into both the short-term and long-term macro challenges. The also explore the reasons that investors should be optimistic about the Chinese equity market. 
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Feb 24, 2022 • 27min

Brent Joyce on the Russia/Ukraine conflict and oil prices

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Russia/Ukraine situation and its effect on oil. They further dive into what oil prices may mean for inflation and the health of the economy. 
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Feb 16, 2022 • 31min

Shelly Dhawan on ESG research and evaluation

In this episode, Matt Schnurr joins Shelly Dhawan, Director of ESG research, Mackenzie Betterworld Team, to discuss ESG. The go over what an ESG researcher does, how to think about ESG risks, topical ESG themes, and greenwashing.
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Feb 9, 2022 • 29min

Dustin Reid on US job numbers and actions from the European Central Bank

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the jobs number coming out of the US and the European Central Bank's recent actions. They also take a look at what Dustin and his team have recently done within their portfolio. 
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Feb 2, 2022 • 29min

Onno Rutten on inflation, resources and gold

In this episode, Matt Schnurr joins Onno Rutten, Vice President on Mackenzie’s Resources Team to discuss the opportunities for resource investing in an inflationary world and the role of gold as insurance against rising monetary policy risks.
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Jan 26, 2022 • 29min

Brent Joyce on the recent market volatility

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the market volatility in early 2022 including what caused it and how to think about future movements going forward. 

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