The Invested

In this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to reflect on what happened over the summer. They also discuss Brent's views on the emerging markets, Canadian equities, and the upcoming fall season. 

In this episode host Matt Schnurr speaks with Andrew Simpson Team Lead and Portfolio Manager, Mackenzie Betterworld, to learn about his deep experience in ESG investing. They go over how he thinks about corporate engagement, how he looks at management, and how he understands the valuation of companies.

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about US monetary policy, and when we can expect tapering and rate cuts from the Fed. They also talk about the Bank of Canada, their posturing, and Dustin's view on China. 

In this episode host Matt Schnurr speaks with Richard Pan, Portfolio Manager, Head of Global Capital Investment, ChinaAMC, about Richard's journey from engineer to investment manager. They also discuss the importance of ESG to his philosophy, how to approach the Chinese markets, and some of Richard's recommendations. 

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant and how it could impact markets. They also dive into what can be expected from the upcoming 2021 Jackson Hole Economic Symposium. 

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about Zombie companies, what they are, why they are a risk to capital markets, and what should be done about them. 

In this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. They unpack the COVID-19 recession, specifically discussing consumer spending habits, government spending, regionalization, and the possibility of future variants. 

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant, and what effects a resurgence has on fixed income markets and the macro economy as a whole. They also touch on the infrastructure bill that is slowly making its way through the senate and congress. 

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about earnings season, central banks around the world, and their effect on equity markets. They also discuss the price of oil and the reaction caused by it. 

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the recent market volatility and the four reasons why he believes the markets have been so volatile.