Mackenzie Investments Bites & Insights

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.   Together, they discuss the recent Fed announcement and latest 25-basis point hike. Dustin also shares expectations on wages and if the era of non-25 basis point hikes is over. Finally, they discuss credit opportunities and what Dustin’s team is doing in the portfolio to reflect his view of the global economy.   Learn by Key Topics: (1:25) Fed 25 basis point hike (9:30) Outlook on wages and employment (15:30) Is the era of non-25 basis point hikes over?   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 BoC meeting and the hike of 25 basis points, and the upcoming Fed meeting. Dustin also shares thoughts on broader economics within North America diving into GDP data, labor markets, and others. They last look at the current economic environments of Japan and China.    Learn by Key Topics:  (1:02) Recent interest hikes by Bank of Canada  (8:38) Outlook on interest rates  (20:24) Looking into broader economics within North America (28:01) Bank of Japan & China    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 Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team.   Together, our experts map out environmental investment opportunities from our Green Book.   Learn by Key Topics:   (1:04) 3 drivers behind John’s investment thesis  (2:22) Milestones in 2022  (3:25) Climate Goals in 2022 (7:20) 2022 & impacts to the environmental economy (15:23) Solar vs. wind energy (26:10) Transition from fossil fuels  (38:25) Optimism levels heading into 2023   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 dive further into Mackenzie’s Orange Book, which contains expert insights to help investors stay focused on long-term returns.       Learn by Key Topics:  (0:54) Bank of Japan, Interest Rates & Debt in Japan  (10:10) Outlook on the Yen  (13:53) 2023 Outlook on Canadian Bonds, Derivatives & Pension Plans    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 & Multi-Asset Strategies.   Together, they take a deeper dive into Mackenzie’s Blue Book, which provides a near-term outlook on what 2023 holds for investors.    Learn by Key Topics:  (0:58) Looking back at 2022  (3:44) The 3 Themes for 2023  (7:34) Outlook on recession  (21:36) Recession &  job markets  (25:22) Outlook on China & global impacts  (27:53) Recession in Europe  (33:25) Thoughts on Equity Markets for 2023  (41:06) Views on Fixed Income for 2023  (47:11) Our confident and uncertain predictions    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 Fed meeting, how the Bank of Canada is determining to do a 50-basis point hike, China’s reopening story and how all these affect the fixed income portfolios.    Learn by Key Topics:  (0:56) Thoughts on Recent Fed Meeting and the 50-basis Point Hike  (10:47) Bank of Canada and a 50-basis point hike  (20:02) Views on China’s Reopening Story  (31:28) A Look at Fixed Income 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 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 look at Jerome Powell’s speech and what it would mean for the markets. They also revisit China and impact of the zero-covid policy on the energy markets, and what to expect in 2023.    Learn by Key Topics:  (0:55) Thoughts on Fed, Jerome Powell’s recent comments and their market impact  (6:42) Views on Chin (13:42) Views on energy and the impact of the zero-covid policy to the energy markets  (18:55) Expectations for 2023 (Blue Book is available on Dec 14)    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.

In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team.    Together, they discuss a preview of long-term capital market projections available through the Mackenzie Orange Book (available Dec 15). They also look deeper into the implications of these expectations for pension planning and investors.    Learn by Key Topics:  (0:54) 10-Yr Outlook & Bonds  (5:56) Views on Equities Fixed Income Markets  (8:54) Outlook on Pension Planning & Recession   (13:56) Takeaways for Retirement Planning from the 2023 Orange Book     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 Richard Wong, SVP, Head of Cundill Global Value Equity Team at Mackenzie.  Together, they continue to explore Value Investing. They discuss prospects of value, what’s happened in 2022 and where the best value prospects are around the globe.    Key Topics:  (0:59) Value Investing in 2022   (3:07) Outlook on Interest Rates & Effect on Value  (6:17) Views on Technology Sector   (10:26) Stance on Commodities within the Portfolio & Areas of Optimism  (14:09) Views on the Speed of Market Reactions within a Cycle  (17:25) Growth Prospects after the 20th Party Congress   (19:50) Opportunities within the U.K. Economy     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 new Mackenzie Bluewater Team Portfolio Managers: Tyler Hewlett & Dave Taylor. They are the co-managers on the Mackenzie Bluewater Next Gen Growth Fund. Get to know more about their investment careers over the years, the Mackenzie Bluewater Team, investment styles and philosophy, and their new fund. Learn by Key Topics: (1:07) Meet Tyler Hewlett (4:35) Meet Dave Taylor (9:04) Mackenzie Bluewater Team & their Dynamic Partnership (14:15) Why Mackenzie? (15:48) Mackenzie Bluewater Next Gen Growth Fund (17:26) Investment Philosophy & Style (25:46) Views on Inflation, Long Duration Growth & Discovering Opportunities (28:35) Innovative Business Models & Evaluating Opportunities (30:24) Tyler & Dave’s Podcast Recommendations   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 mackenzieinvestm

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.    Together, they discuss recent inflation numbers and what it would mean for the Federal Reserve’s response. They also look the U.S.’s Midterm elections and China.    Learn by Key Topics:  (0:58) Thoughts on Recent CPI numbers  (6:24) Thoughts on Inflation & Mid to Long-Term Outlook  (17:01) U.S. Midterm elections & Outcomes  (22:53) Views on China’s 20th National Congress, Zero-Covid Policy  (29:16) A Look into Fixed Income 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 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 look at Fed’s recent decision of raising 75 basis points and comments shared in the conference. She shares thoughts on the labor market conditions and upward wage pressures, supply and consumer demand, and outlook of inflation. She also looks at company earnings (tech, resources, etc.) and outlook on China’s 20th National Congress.    Learn by Key Topics:  (0:56) Thoughts on Fed’s Decision of Raising 75 Basis Points & Outlook  (3:44) Renewed Views of Inflation (6:36) Company Earnings (Mentions include Meta, Microsoft, Google, BP, Unilever, Bell, FedEx, Apple, Coca-Cola, and more)  (10:17) Views on China’s 20th National Congress & Outlook    At Mackenzie, we want to create a more in

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.      Together, they look at Fed pivot and gearing down on expectations of Central banks going forward, and the U.S. Mid-term elections and what is means for portfolios and financial markets. They also look at Japan and trades happening in the Fixed Income portfolios.    Learn by Key Topics:  (1:00) Views on a Fed Pivot  (8:37) Outlook on Central Banks’ Actions & Their Goals   (13:59) Thoughts on Japan, Yen and the BoJ  (18:40) U.S. Politics – Mid Term Elections  (27:09) Trades within the Fixed Income 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 Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they take a deep look into economic environments around the world. We start with a look at Europe on U.K.'s leadership and ongoing energy crisis. Followed by a medium to long-term outlook in China with zero-covid policy and housing crisis. Continuing with an outlook of inflation within North America and the impact on affordability. And finally concluding this episode with a look into Japan’s economy.   Learn by Key Topics:  (0:52) Inflation across the World & Central Banks’ Actions  (3:51) Energy Crisis in Europe  (6:57) Ivy Investment Style & Investing in Canada  (8:52) Zero-Covid Policy and Housing in China  (11:10) Views of Inflation in North America  (14:07) Affordability and Preventing Financial Instability  (17:50) Views of Japan’s Economy    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowle

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.

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. Le

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