Mackenzie Investments Bites & Insights

In our recent episode of the Mackenzie Investments podcast Series, host Matthew Schnurr speaks with Richard Wong, Senior Vice President, Portfolio Manager, Head of Mackenzie's Cundill Team about value investing, his views on banks, energy companies and his thoughts on what 2021 and beyond holds for value.

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, regarding his views on recent election events, including the Trump lawsuits, what the US Federal government is most likely to do at the upcoming FOMC meeting and the phase 4 fiscal policy.

PM Konstantin Boehmer joins #MackenziePodcast to talk about his whitepaper series on the Looming Pension Crisis. He discusses the state of the US pension plans, what it means for investors and how it impacts the economy.

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and CEO of Greenchip Financial Corp. This quick discussion follows up on their original discussion and dives deep into the opportunity in the environmental investing and SRI space. John takes us through his views on the current energy transition, key drivers in the environmental investing and the future of ESG and SRI.

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the probability of the Trump lawsuits being able to swing the election or have some impact on the markets, the lame duck sessions and what a Biden presidency and a Republican held senate might mean for markets moving forward.

In this episode of the Mackenzie Investments Podcast series, host Matt Schnurr speaks with Onno Rutten, who is Vice President, Investment Management, and a Portfolio Manager on the Mackenzie Resource Team. In this episode we dive into the gold, current market environment and strategic allocation to gold.

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and President and Director, Greenchip Financial Corp. They discuss capital and it’s effects on the environment. Their discussion also includes the long-term and short-term effects Covid-19 has had on the environment and add clarity to the many acronyms within the ESG and SRI space.

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the current climate surrounding the US elections.

In this episode of the Mackenzie Investments Podcast series, host Matthew Schnurr speaks with Michael Cooke, Senior Vice President and Head of Exchange Traded Funds. They get into the weeds on what an Exchange Traded Fund (ETF) is, what to consider when buying an ETF and the correlation between passive investing and the rise in ETFs.

Host Matt Schnurr talks with Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team. Listen to their discussion on why quantitative portfolio management works in emerging markets and his views on quality, growth and value.

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund and Co-Lead of the Mackenzie Bluewater Team. They discuss current equity market valuations, where these might go and the impact of interest rates on these valuations and the potential upside still left in the market. 

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with Richard Bodzy and Greg McCullough, Portfolio Managers of the Mackenzie US All Cap Growth Fund. They discuss high-quality growth companies, the importance of sustainable cash-flow and the narrow range of outcomes. Their discussion also includes recommendations on books, podcasts and best places to road trip.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Benoit Gervais about the importance of efficiency in global resource investing, the changes in the price of oil, and how the storage of oil impacts the price and inflation, as well as its overall impact on gold.

In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 2, host Matthew Schnurr and Peter Kruyt discuss his approach to the public equity markets in China, what they look for in investments, bringing a public equity and a private equity mindset, and the future of China.

In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 1, host Matthew Schnurr and Peter Kruyt discuss how Power Corporation of Canada began to invest in China in 1986, how to think of investing with state-owned enterprises and why joint ventures were they way to proceed.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Yves Choueifaty, the Founder and CEO of Tobam, a Paris based asset manager. They discuss his background, his development of the diversification ratio, how Tobam integrates E,S and G principles and his admiration of Harry Markowitz.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr gets an update from Darren McKiernan and how he and his team have been managing over the past five months. This episode also features a new segment called, "over-rated or under-rated" where Matt and Darren discuss current market news and trends.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Matthew Cardillo about alternative asset classes, gold, monetary policy and the possibility of inflation during these unprecedented times.

Join Matt Schnurr in conversation with Steve Locke, Vice President, Portfolio Manager and Head of the Mackenzie Fixed Income Team. They dive into how Steve and his team are maneuvering through markets during the COVID-19 pandemic, how Steve started his career and what sparked his interest in Portfolio management.

Join Matt Schnurr in conversation with David Arpin, Senior Vice President, Portfolio Manager and Team Co-Lead on the Mackenzie Bluewater Team. They dive into how David got started in investment management and how understanding trends in the market are important to decision-making. Tune in to hear David's views on the future of oil, the future of recessions and why team culture plays an important role in the Bluewater Team's process.