The Invested

In our final episode of the year, join host Matthew Schnurr as he welcomes Andrew Vasila , Senior Investment Analyst on the Mackenzie Fixed Income Team, and special guest, Lori Kerr , CEO of FinDev Canada, to discuss their biggest takeaways from COP28 and what the future holds for sustainable infrastructure and investing. This episode was recorded on December 15, 2023.

In this episode, join host Matthew Schnurr as he welcomes Dustin Reid , VP and Chief Fixed Income Strategist at Mackenzie Investments, to discuss the dovish narrative that emerged from the Federal Reserve’s recent meeting. Dustin explores the underlying economic data that influenced the Fed’s decision and shares insights on the potential for rate cuts next year, starting as early as March. Dustin...

The investment and economic environments have changed over the last 12 months. And elevated risks suggest that “safety first” is a good investment motto for the year ahead. 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 their market outlook for 2024. Topic...

In this episode, join host Matthew Schnurr and his guest Konstantin Boehmer , SVP, Portfolio Manager and Co-Lead of Mackenzie’s Fixed Income team, for a review of fixed income markets this year. Konstantin discusses his expectations for the year and explains that while overall performance in fixed income markets were not outstanding, there were pockets of value to be found. Konstantin also highlig...

In this episode, join host Matthew Schnurr as he welcomes Benoit Gervais , Portfolio Manager and Head of Mackenzie Resource team, to discuss the key factors driving long-term inflation expectations. Benoit explains the distinction between supply-led and demand-led inflation, highlighting the shift from temporary supply chain disruptions to sustained wage-driven inflation. Benoit also explores the...

Join host Matthew Schnurr and his guest Lesley Marks , CIO of Equities at Mackenzie Investments, as they explore the significant market drivers, from the complex geopolitical situation in the Middle East to the latest economic data. Lesley also discusses if Canada is in a technical recession and whether the inflation story is really over. This episode was recorded on November 1, 2023.

In this episode, join host Matthew Schnurr as he welcomes Dustin Reid , VP and Chief Fixed Income Strategist at Mackenzie Investments, for an analysis of recent central bank actions in the US, Canada, and Japan. Dustin explores the Federal Reserve’s decision to hold interest rates, its approach to managing inflation, and the implications for the US economy. Moving to Canada, Dustin discusses the B...

In this episode, host Matthew Schnurr and his guests Nelson Arruda , Portfolio Manager and Head of Mackenzie’s Multi-Asset Strategies Team, and Jules Boudreau , Senior Economist, take you on an around the world journey diving into key global economic trends. The team covers topics such as oil, currency markets, equities, and the Canadian economy. This episode was recorded on October 27, 2023.

In this episode, join host Matthew Schnurr as he welcomes Shane Feeney , Managing Director and Global Head of Secondaries at Northleaf Capital Partners, for a deep dive into the world of private equity investing. Shane shares his insights into various private equity strategies and how the Northleaf team leverages an integrated model, which includes primary, secondary, and direct co-investment stra...

In this episode, join host Matthew Schnurr and his guest, Dustin Reid , VP and Chief Fixed Income Strategist at Mackenzie Investments, as they explore the factors and events that have been driving the rise in yields and volatility in the long end of the yield curve. Dustin also provides his insights into the latest US CPI reading and offers fixed income trade opportunities to capture real yields....

With rising yields taking over recent headlines, is risk-free bond investing more attractive right now? Join host Matthew Schnurr and his guest Lesley Marks , CIO of Equities at Mackenzie Investments, as they discuss how rising yields have been reshaping the investment landscape, central banks’ responses, and how recent political developments in the US have impacted market volatility. This episode...

In this episode, join host Matthew Schnurr and his guest, Dustin Reid , VP and Chief Fixed Income Strategist at Mackenzie Investments, as they discuss the market’s response to the Fed’s decision to hold rates. Dustin explores the implications of interest rates staying “higher for longer”, concerns around inflation, and assess the impact of the Fed’s policies on both the U.S. and global economies....

In a rapidly changing economic environment, investors are grappling with mounting uncertainties. As this environment evolves, trust emerges as the bedrock of client-advisor relationships. Join us in this special episode as Gary Chateram , SVP and Head of Retail Distribution at Mackenzie, engages in a thought-provoking conversation with distinguished behavioural financial specialist, Herman Brodie...

In this episode, join host Matthew Schnurr as he welcomes Richard Wong , Senior Vice President, Portfolio Manager, and Head of Mackenzie Cundill Team, for a deep dive into the world of value investing. Richard discusses how his team incorporates the intricacies of deep, cyclical, and value investing strategies in their portfolio, along with real-world examples. Gain valuable insights into Richard’...

In this episode, host Matthew Schnurr in joined by Lesley Marks , CIO of Equities at Mackenzie Investments. Together they explore the latest economic developments, including recent Canadian GDP and US jobs data, and provide an outlook on equity markets. Lesley also discusses Saudi Arabia’s decision to extend oil production cuts and the recent challenges facing China’s economy. This episode was rec...

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid , VP and Chief Fixed Income Strategist. Dustin provides a deep analysis of the latest US and Canadian inflation readings, shares his perspectives on the concerns around China’s reopening, and offers fixed income trade opportunities to capture real yields across the globe. This episode was recorded on August 17, 2...

In this episode, host Matthew Schnurr is joined by Dave Taylor and Tyler Hewlett , Vice Presidents and Portfolio Managers of Mackenzie Investments’ Bluewater Team. Together they explore the evolving paradigms of growth and value and discuss the impacts of the global energy transition and AI driven digitization. Discover how these powerful forces are reshaping the investment landscape and gain stra...

In this episode, host Matthew Schnurr is joined by Katherine Owen and Ome Saidi , Vice Presidents and Portfolio Managers of Mackenzie Investments’ Global Equity and Income Team, where they delve into the art of quality investing. Discover the defining characteristics of quality companies and how they can weather market turbulence and flourish amid changing economic landscapes. Katherine and Ome al...

In this episode, host Matthew Schnurr in joined by Lesley Marks , CIO of Equities at Mackenzie Investments. Together they explore the economic resilience that has been defying expectations amid rising interest rates. Uncover the latest trends in the ongoing earnings season and gain valuable insights into what this means for investors in the Canadian stock market. Lesley also sheds light on the pot...

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 and inflation data. They explore the Federal Reserve’s most recent 25 basis point hike, its implications, and key takeaways from the July meeting. Dustin also provides an update on strategic positions the Fixed Income Tea...

In this episode, host Matthew Schnurr is joined by John Cook , Senior Vice President, Portfolio Manager, and Team Co-Lead of Mackenzie Investments’ Greenchip Team. Together, they discuss why batteries matter in the great energy transition, the most recent subsidies put forward by governments supporting this transition, supply chain and geopolitical risks, and what this means for the Greenchip Team...

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. 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 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 co...

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 wo...