The Invested

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....

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 sha...

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)...

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...

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 Upb...

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 w...

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 &...

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...

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 Transi...

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 cr...

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 billion of Mackenzie’s assets under management.  Together, they explore the Canadian housing market impacted by the recent rate hikes, the...

In this episode, host Matthew Schnurr joins Lead Portfolio Manager of Ivy International , Hussein Sunderji.  Together, they explore investment opportunities within Asia and Europe and how the Ivy Team approaches them strategically.  Learn by Key Topics:  (0:59) Ivy Investment Philosophy & Asia  (6:08)  Views on Cash when Investing  (8:16)  Corporate Governance within Japan  (9:28)  Views on the Ch...

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.  Together, they explore the Fixed Income markets and inflation worldwide, Fed and BoC, views on Europe (German and Italian bond situation), and more.    Learn by Key Topics:  (1:01)  Inflation in the U.S.A.  (6:44)  Employment Rates & Economy in the U.S.A.  (11:15)  Expectations for the Fed  (16:23)...

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 billion of Mackenzie’s assets under management.  Together, they explore the recent stock market performance, outlook for Canada, and what t...

In this episode, host Matthew Schnurr joins Matt Moody, Vice President, Portfolio Manager for Mackenzie’s Ivy Team.  He will be promoted to Senior Vice President and Head of the Ivy Team this September.  Together, they look at Matt Moody's career within the Investment Industry, what he learned from Jerry Javasky and Paul Musson, and what we can expect from the Ivy Boutique going forward.    Learn...

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.    Together, they explore the probability of a ‘stagflationary’ environment, how to think about positioning your portfolios, as well as what impact that type of environment may have on Canada, U.S., and Europe.    Learn by Key Topics:  (0:56)  Views on Recent BOC’s Actions with 100 Basis Points Incr...

In this episode, host Matthew Schnurr joins Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies.   Together, they discuss expectations for the balance of 2022, what’s happened year to date, inflation, and equity markets.  Learn by Key Topics:  (1:00)  Views on Inflation, Central Banks’ Responses & its General Impact  (4:00)  Expectations for 2022 for Equity...

In this episode, host Matthew Schnurr joins Luke Gould, Executive Vice-President and Chief Financial Officer for IGM Financial Inc.   Together, they explore what Luke Gould is looking forward to over the next 6 years and beyond as he steps into his next role as CEO of Mackenzie Investments.  Learn by Key Topics:  (1:24)  How Mackenzie Plans to Retain its Position as The Employer of Choice  (2:21) ...

We are celebrating our 100th episode! In this special episode, host Matthew Schnurr joins Mackenzie's CEO, Barry McInerney just before his retirement in July.  Together, they reflect on the last 6 years of his career at Mackenzie Investments.    Learn by Key Topics:   (0:54)  Views on Canadian Wealth Segments from Boomers to Gen Z  (7:23)  How has Talent & Culture changed within Mackenzie  (14:38)...

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.  Together, they explore the recent fed decisions to raise interest points by 75 basis points, what’s happening in Europe and Japan, and how all these affect the portfolio.    Learn by Key Topics:  (0:56)  Thoughts on Inflation and Yesterday's Fed Meeting   (5:36)  Correlation of Long-term Inflation...

In this episode, host Matthew Schnurr joins Richard Wong, SVP, Portfolio Manager, and Head of the Cundill Team at Mackenzie.  Together, they explore value investing and how macroenvironment conditions affect the cycle during the pandemic era.    Learn by Key Topics:  (1:05)  Views on Current Macroenvironment Conditions Allowing for the Optimism in Value  (6:29)  Value Stocks & Inflation  (9:36)  V...

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 billion of Mackenzie’s assets under management.     Together, they explore the Canadian economy (trends within the labor market and consume...

In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team . Together, they revisit the Modern Monetary Theory, comparing pre-pandemic times to what's happening right now from a global standpoint.   Learn by Key Topics:   (1:02)  What is Modern Monetary Theory (MMT) (3:51)  Mainstream Economic Community vs. MMT (6:05)  Policy &...

In this episode, host Matthew Schnurr joins Darren McKiernan. He leads Mackenzie’s Global Equity & Income Team and he is also the lead manager of the Mackenzie's Global Dividend Fund . Together, they explore all the moves Darren has made to re-position portfolios with a bottom-up approach. They also discuss views on technology companies, their valuations, and opportunities within this space.   Lea...

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Learn about: (0:57)  Thoughts on last week's Fed meeting and bond markets (6:50)  Views on Neutral Rate's potential increase (10:34)  Impact of Quantitative Tightening  (16:51)  Fed vs. Bank of Canada (23:52)  COVID-19 & China's economic slowdown (30:12)  How these affect Portfolio Management for th...