Mackenzie Investments Bites & Insights
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 96:49:06
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Sinopsis
The podcast designed to give you insights on how our investors manage client money. Hear from Mackenzie Investments Portfolio Managers and Subject Matter Experts.
Episodios
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Dustin Reid on interest rates in developed markets
26/10/2021 Duración: 31minIn 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.
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Brent Joyce on the causes of inflation and the prospect of stagflation
21/10/2021 Duración: 22minIn 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.
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Benoit Gervais on commodity markets, and the impacts of onshoring and climate change
14/10/2021 Duración: 22minIn 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.
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Brent Joyce on the volatility in the emerging markets and the US political situation
06/10/2021 Duración: 21minIn 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.
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Dustin Reid on the September FOMC meeting, the German election, and Evergrande
28/09/2021 Duración: 32minIn 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.
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Todd Mattina on the 2021 Canadian Federal Election
22/09/2021 Duración: 27minIn 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.
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Brent Joyce on summer 2021 and what to expect this fall
14/09/2021 Duración: 25minIn 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.
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Andrew Simpson on ESG investing, corporate governance, and the valuation of companies
09/09/2021 Duración: 38minIn 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.
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Dustin Reid on US monetary policy and his view on China
08/09/2021 Duración: 27minIn 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.
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Richard Pan on the importance of ESG and how to approach the Chinese markets
01/09/2021 Duración: 52minIn 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.
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Dustin Reid on the upcoming Jackson Hole Economic Symposium
24/08/2021 Duración: 23minIn 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.
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Brent Joyce on Zombie companies and what should be done about them
13/08/2021 Duración: 22minIn 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.
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David Arpin on the COVID-19 recession and the possibility of future variants
11/08/2021 Duración: 39minIn 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.
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Dustin Reid on the Delta variant and its implications
04/08/2021 Duración: 28minIn 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.
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Brent Joyce on earnings season, central banks around the world, and the price of oil
29/07/2021 Duración: 21minIn 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.
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Dustin Reid on the four reasons why the markets have been so volatile
26/07/2021 Duración: 27minIn 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.
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Brent Joyce on recent activity in China and why yields are falling in the fixed income market
19/07/2021 Duración: 20minIn this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about inflation and why yields are falling in the fixed income market. They go through a quick update on the equity markets and the most recent activity in China.
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Dustin Reid on the short-term outlook of the US dollar
07/07/2021 Duración: 23minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the US dollar including Reid's short term outlook on the US dollar and the probability of the US dollar losing traction as the the sole reserve currency and what that might mean for the markets.
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Brent Joyce on the first six months of 2021 and what's occurred following the recent fed meeting
30/06/2021 Duración: 26minIn this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about the first six months of 2021, what happened in the markets over the past six months and what's happened following the recent Fed meeting.
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Dustin Reid on the recent fed meeting, inflation and opportunities for portfolio positioning
23/06/2021 Duración: 32minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the recent Fed meeting, expectations on inflation, how the market reacted and opportunities for positioning their portfolio.