The Invested
Mackenzie Investments
Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
Episodes
Mentioned books
Nov 23, 2021 • 24min
Brent Joyce on earnings, sentiment, and yield expectations
In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield expectations.
Nov 16, 2021 • 26min
Todd Mattina on Modern Monetary Theory
In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary Theory (MMT). They explore its benefits and downfalls, and how it's been used during the past decade.
Nov 10, 2021 • 30min
Dustin Reid on the November Fixed Income Markets
In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid for a recap of what has been going on in the fixed income markets. They dive into how volatile it's been, what indicators can be used to predict where it's going, and how to position your portfolio.
Nov 4, 2021 • 29min
Yves Choueifaty on understanding the value of Bitcoin
In this episode, Matt Schnurr joins Yves Choueifaty, CEO of TOBAM, to discuss his experience starting the first open-ended Bitcoin fund in 2017. He also explores the characteristics of a Bitcoin, and dispels some common myths.
Oct 26, 2021 • 32min
Dustin Reid on interest rates in developed markets
In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about interest rates in developed markets, his forecast for future rate changes, and how to position your portfolio to take advantage of them.
Oct 21, 2021 • 22min
Brent Joyce on the causes of inflation and the prospect of stagflation
In this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to talk all about inflation, including its causes and the prospect of stagflation. They also discuss how companies are doing this earnings season.
Oct 14, 2021 • 23min
Benoit Gervais on commodity markets, and the impacts of onshoring and climate change
In this episode Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore the current commodity markets, onshoring, and supply chains. They also discuss climate change and the desire for higher quality inputs, and how that could impact commodities in the future.
Oct 6, 2021 • 22min
Brent Joyce on the volatility in the emerging markets and the US political situation
In this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to unpack the past month's market conditions. They also discuss the volatility in the emerging markets, particularly out of China, and the political situation in the US.
Sep 28, 2021 • 33min
Dustin Reid on the September FOMC meeting, the German election, and Evergrande
In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about what happened during the September FOMC meeting and the German election. Dustin also weights in on Chinese Markets, the Evergrande Group, and what you can expect out of Chinese bonds.
Sep 22, 2021 • 27min
Todd Mattina on the 2021 Canadian Federal Election
In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President, Chief Economist, Portfolio Manager to discuss the recent 2021 Canadian Federal Election. They explore what it means to markets and what the next government must grapple with going forward.
