Mackenzie Investments Bites & Insights

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  

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