Mackenzie Investments Bites & Insights

Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. In this new podcast series, Dustin Reid, VP and Chief Fixed Income Strategist, and Matthew Schnurr will explore the macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry. Stay sharp and Get Sharpe, by Mackenzie Investments.

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss the Bank of Canada and Federal Reserve’s upcoming interest rate decision, why volatility in equities have been recently low, and what to expect in this earnings season. 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. This episode was recorded on July 6, 2023.

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Arup Datta, Senior Vice President, Head of Global Quantitative Equity Team. Together, they discuss how quantitative investing has changed in the past five years, the role of AI and ChatGPT in fundamental analysis, and Arup’s philosophy of all-weather investing and the construction of his models. 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.

At the halfway point of 2023, one thing is clear: Goldilocks is still nowhere to be seen. In this special episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, to discuss where equity and fixed income markets are heading for the second half of the year and why. Topics discussed in their conversation include: If inflation will remain stickier than expected Renewed hawkishness within central bankers around the globe An update on the regional banking crisis and if it’s truly over Outlook for equities and fixed income for the rest of 2023 For more insights and perspectives, download our 2023 mid-year market outlook. 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 Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent central bank activities, including the Bank of Canada’s decision to hike interest rates while the Fed decided to skip. Dustin also provides an update on trade ideas that his team are monitoring. 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 Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss OPEC’s recent decision to reduce output in July, the impacts this will have on central bank actions, and what this could mean for the S&P 500. 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 Mackenzie Investments’ Konstantin Boehmer, SVP, Co-Lead of Mackenzie’s Fixed Income Team, Head of Global Macro, and Portfolio Manager. Together, they explore the topic of sustainable debt, specifically the momentum behind debt-for-nature swaps in emerging markets. Konstantin also discusses a unique bond opportunity in Ecuador that supports the conservation of the Galapagos Islands. 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, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest inflation data from Canada and the U.S. and whether or not future interest rate hikes are back on the table. Dustin also provides an update on the U.S. debt ceiling and China reopening story, and two trade ideas that his team are monitoring. 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 Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they provide an update on the regional banking crisis, notably J.P. Morgan’s decision to purchase First Republic, assess if the labour market is softening or not, and what’s standing out so far this earnings season. An update on the Federal Reserve’s recent decision to raise interest rates is also provided. 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, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest interest rate decisions from around the world. Dustin discusses the recent interest rate hikes from the Federal Reserve and European Central Bank, expectations going forward, and updates on the U.S. debt ceiling. Dustin also shares four top trade ideas that his team are keeping a close eye on. 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 Toby Heaps, CEO at Corporate Knights Inc. Together they discuss Toby’s journey to Corporate Knights, the concept behind the Corporate Knights’ annual ranking of the world’s 100 most sustainable corporations, and the construction of the Corporate Knights Global 100 Index. With the growth of sustainable investing, we are excited to announce the launch of two new sustainable solutions at Mackenzie Investments – Mackenzie Corporate Knights Global 100 Index ETF (Ticker: MCKG) and Mackenzie Corporate Knights Global 100 Index Fund. 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 Dustin Reid, VP and Chief Fixed Income Strategist. Together they provide an update on the Bank of Canada’s recent decision to hold interest rates, discuss new U.S. inflation data, and examine the path forward to getting to 2% inflation. 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 Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss the recent OPEC production cut and what that could mean for stock markets. They also provide an update on the global banking crisis, views on inflation, China’s reopening, and expectations for equities for the rest of the year. 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 Dustin Reid, VP and Chief Fixed Income Strategist. Together, they provide an update on the global banking crisis, including fallout from SVB, regional banks, and Credit Suisse and UBS, the Fed’s recent 25 basis point hike, and the overall impacts to Canada and 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 is joined by Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies. Together, they discuss recent failures of U.S. banks, such as Silicon Valley Bank, and what that can mean for investors. 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 Bank of Canada decision to hold interest rates steady, Federal Reserve and what to expect in terms of interest rates, trades and currencies. 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.  Together, they discuss what to expect from BoC, how Nordstrom’s departure may affect us and they also revisit previous predictions from earlier this year.   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 Benoit Gervais, SVP and Head of Team of Mackenzie Resource Team, and Onno Rutten, VP of Mackenzie Resource Team. Together, they discuss why inflation will likely be sticky and how to incorporate different asset classes in your portfolios.     Learn by Key Topics:    (1:01) Recent economic growth in North America and Europe  (3:32) Views on the path of inflation  (8:00) Performance of different asset classes during inflation    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 Katherine Owens, VP of Mackenzie Global Equity & Income Team. Together, they discuss her approach to investment management. She also shares how she finds high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio.    Learn by Key Topics:    (1:00) Katherine’s early career  (3:22) Starting at Mackenzie Investments  (12:46) Views on dividends and its benefits  (14:51) Views on valuations  (17:02) Views on what is a soft landing    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. Together, they take a look at the labour market in U.S.A., layoffs in the technology sector, stock valuations and the term "soft landing".    Learn by Key Topics:  (0:56) Job market in the U.S.  (2:23)Views of inflation and Fed reaction  (6:14)Tech layoffs  (9:21)Global economy update  (12:26)Views on what is a soft landing and outlook   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