Mackenzieinvestments - Podcast Details

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$Make Better Wealth Decisions: How Financial Advisor\'s Blind Spots Can Hurt Your Investments in a Rapidly Changing World$ Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World#191 | How Portfolio Managers Actually Make Wealth Decisions—And What You Can Learn From ThemEver wonder how professional portfolio managers actually make wealth decisions on your behalf?In this episode, we sit down with Onno Rutten, portfolio manager at MacKenzie Investments, to explore what it really takes to navigate today’s changing investment landscape—especially when it comes to resources, deglobalization, and niche market strategy.You’ll learn:Why recency bias is holding back most advisors—and what smart managers do insteadHow global changes like tariffs and reshoring are reshaping wealth strategyWhen active investing might be the better move, especially in niche sectors like resourcesTo visit Jo...2025-07-2105 min

ETF TVChad Wood at Mackenzie Investments joins ETF TV to discusses what Canadian investors should know when using ETFsChad Wood, ETF Strategist at Mackenzie Investments joins ETF TV to discuss what Canadian investors should know when using ETFs. We discuss three typical misconceptions investors have about ETFs. One of the misconceptions we see, especially with speaking to end clients, is just what is an ETF. Number two we see quite a bit is around liquidity. Now number three is around how do you compare two ETFs when it comes to spread. Moving on to number four is foreign withholding taxes. For further information on Mackenzie Investments go to www.mackenzieinvestments.c...2024-02-2205 min

The InvestedSpecial: Mid-Year Outlook with Lesley Marks and Steve LockeAt 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 conversation include: If inflation will remain stickier than expected Renewed hawkishness within central bankers around the globe An update on the regional banking crisis and if it’s truly over Outl...2023-06-2145 min

The InvestedDustin Reid on the BoC’s decision to hike while the Fed decided to skipIn 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 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. 2023-06-1537 min

The InvestedLesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500In 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. 2023-06-0623 min

The InvestedKonstantin Boehmer on debt-for-nature swaps in emerging marketsIn 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 m...2023-05-2931 min

The InvestedDustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the tableIn 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...2023-05-1941 min

The InvestedLesley Marks on First Republic and J.P. Morgan, labour market, and earnings seasonIn 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...2023-05-0922 min

The InvestedDustin Reid on recent interest rate decisions from the Fed, BOJ, and ECBIn 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...2023-05-0445 min

The InvestedToby Heaps on sustainable investing and Corporate Knights Global 100 IndexIn 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, partneri...2023-04-2138 min

The InvestedDustin Reid on recent BoC decision and the path towards 2% inflationIn 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. 2023-04-1335 min

The InvestedLesley Marks on recent OPEC production cut and expectations for equitiesIn 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. 2023-04-0526 min

The InvestedDustin Reid on fallout from recent bank failures and the Fed’s responseIn 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. 2023-03-2346 min

The InvestedSpecial: Introducing Retirement RewiredGone are the days when people would clock out at age 65 and move into a retirement community to live out their golden years. Instead, retirement expectations are changing as Canadians enjoy longer, richer lives well into their senior years. In this special episode, host Matthew Schnurr is joined by Ron Hanson, SVP of Investment Strategy and Portfolio Solutions, and award-winning journalist, Bryan Borzykowski, who offer a glimpse into our new limited podcast series, Retirement Rewired. On Retirement Rewired, you'll hear from leading personal finance personalities, including Bruce Sellery and Kelley Keehn, teacher-turned novelist Patricia Sands, and several...2023-03-2214 min

The InvestedLesley Marks and Steven Locke on recent failures of U.S. banksIn 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. 2023-03-1332 min

The InvestedDustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currenciesIn 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 2023-03-1041 min

The InvestedLesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023In 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  2023-03-0822 min

The InvestedBenoit and Onno on incorporating different asset classes during a sticky inflation periodIn 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 t...2023-02-2230 min

The InvestedKatherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend PortfolioIn 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, pa...2023-02-1522 min

The InvestedLesley on the U.S. labour market, stock valuations and views on a soft landingIn 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 mo...2023-02-1018 min

The InvestedDustin Reid on the Fed’s recent 25 basis point hikeIn 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...2023-02-0327 min

The InvestedDustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economicsIn 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 Jap...2023-01-2741 min

The InvestedKonstantin & John on our 2023 Environmental Outlook: The Green BookIn 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 M...2023-01-2045 min

The InvestedTodd Mattina on our 2023 Long-term capital markets outlook: The Orange BookIn 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 ...2023-01-1121 min

The InvestedLesley & Steve on our 2023 Outlook: The Blue BookIn 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...2023-01-0455 min

The InvestedDustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening storyIn this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent Fed meeting, how the Bank of Canada is determining to do a 50-basis point hike, China’s reopening story and how all these affect the fixed income portfolios. Learn by Key Topics: (0:56) Thoughts on Recent Fed Meeting and the 50-basis Point Hike (10:47) Bank of Canada and a 50-basis point hike (20:02) Views on China’s Reopening Story (31:28) A Look at Fixed Income Portfolios At Mackenzie, we...2022-12-1642 min

The InvestedLesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 OutlookIn 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 Jerome Powell’s speech and what it would mean for the markets. They also revisit China and impact of the zero-covid policy on the energy markets, and what to expect in 2023. Learn by Key Topics: (0:55) Thoughts on Fed, Jerome Powell’s recent commen...2022-12-0724 min

The InvestedTodd Mattina on 2023 Outlook on Long-term Capital Markets & Retirement PlanningIn this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they discuss a preview of long-term capital market projections available through the Mackenzie Orange Book (available Dec 15). They also look deeper into the implications of these expectations for pension planning and investors. Learn by Key Topics: (0:54) 10-Yr Outlook & Bonds (5:56) Views on Equities Fixed Income Markets (8:54) Outlook on Pension Planning & Recession (13:56) Takeaways for Retirement Planning from the 2023 Orange Book At Mackenzie, we want to create...2022-11-3024 min

The InvestedRichard Wong on Value Investing in 2022 and Prospects of Value Around the GlobeIn this episode, host Matthew Schnurr joins Richard Wong, SVP, Head of Cundill Global Value Equity Team at Mackenzie. Together, they continue to explore Value Investing. They discuss prospects of value, what’s happened in 2022 and where the best value prospects are around the globe. Key Topics: (0:59) Value Investing in 2022 (3:07) Outlook on Interest Rates & Effect on Value (6:17) Views on Technology Sector (10:26) Stance on Commodities within the Portfolio & Areas of Optimism (14:09) Views on the Speed of Market Reactions within a Cycle (17:25) Growth Prospects afte...2022-11-2423 min

The InvestedTyler Hewlett & Dave Taylor on their Careers, Bluewater Team, and the new Next Gen Growth FundIn this episode, host Matthew Schnurr joins new Mackenzie Bluewater Team Portfolio Managers: Tyler Hewlett & Dave Taylor. They are the co-managers on the Mackenzie Bluewater Next Gen Growth Fund. Get to know more about their investment careers over the years, the Mackenzie Bluewater Team, investment styles and philosophy, and their new fund. Learn by Key Topics: (1:07) Meet Tyler Hewlett (4:35) Meet Dave Taylor (9:04) Mackenzie Bluewater Team & their Dynamic Partnership (14:15) Why Mackenzie? (15:48) Mackenzie Bluewater Next Gen Growth Fund (17:26) Investment Philosophy & Style (25:46) Views on Inflation, Long...2022-11-1633 min

The InvestedDustin Reid on Recent Inflation Numbers, U.S. Midterm Elections & ChinaIn 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. Midterm elections & Outcomes (22:53) Views on China’s 20th National Congress, Zero-Covid Policy (29:16) A Look into Fixed Income Portfolios At Mackenzie, we wan...2022-11-1034 min

The InvestedLesley Marks on the Recent 75 Basis Points Increase, Company Earnings & ChinaIn 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 shared in the conference. She shares thoughts on the labor market conditions and upward wage pressures, supply and consumer demand, and outlook of inflation. She also looks at company earnings (tech, resources, etc.) and outlook on China’s 20th National...2022-11-0416 min

The InvestedDustin Reid on Fed Pivot, U.S. Mid-Term Elections & Fixed Income PortfoliosIn 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) Views on a Fed Pivot (8:37) Outlook on Central Banks’ Actions & Their Goals (13:59) Thoughts on Japan, Yen and the BoJ (18:40) U.S. Politics – M...2022-10-2834 min

The InvestedTodd Mattina on Economic Environments of China, Japan, North America & EuropeIn 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 outlook of inflation within North America and the impact on affordability. And finally concluding this episode with a look into Japan’s economy. Learn by Key Topic...2022-10-2422 min

The InvestedJames Morrison on His Career and Ivy’s Approach to CanadaIn 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 Upbringing in the Heart of the Rocky Mountains (3:10) His Early Career & Mackenzie Investments (6:35) Ivy Investment Style & Investing in Canada (9:38) What He Looks fo...2022-10-1222 min

The InvestedLesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market CyclesIn 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 why matter to Canadian investors. They also look at the recent earning season and what to expect out of market cycles going forward. Learn by Key Topics: (0:54) The US Dollar & its Stren...2022-10-0521 min

The InvestedTodd Mattina on U.K.’s Mini Budget Announcement and European Energy CrisisIn 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 & Supply (16:11) Bank of England, Inflationary Pressures and the Rise of Interest Rates (20:21) Outlook on Sterling (22:55) Inflation across Major Economies: Europe, Asia, North America At...2022-09-2828 min

The InvestedDustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income TeamIn 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 (23:19) Outlook on Currencies: USD & CAD (29:26) How our Fixed Income team is positioning their Portfolios At Mackenzie, we want to create a more invested...2022-09-2434 min

The InvestedBenoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused FundIn 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 Transitions’ Impact on Inflation (15:45) Thoughts on Central Banks & Inflation (17:44) Launch of Mackenzie’s Inflation-focused Fund At Mackenzie, we want to create a more invested world, partnering with advisors to...2022-09-1922 min

The InvestedDustin Reid on the Recent CPI Number and What To ExpectIn 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 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...2022-09-1419 min

The InvestedLesley Marks on the Canadian Housing Market, Jackson Hole and Europe’s Energy CrisisIn 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 Jackson Hole summit, and Europe's energy crisis during the Ukrainian war. Learn by Key Topics: (0:56) Thoughts on Recent Rate Hike (3:13) Impact on Housing Market (6:05) Expectations from Central Banks & their Earnings ...2022-09-0824 min

The InvestedHussein Sunderji on Investment Opportunities in AsiaIn 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 Chinese Stock Market (15:30) Other Geographical Regions in Asia with Opportunities (17:55) Views on Europe & Investing within (21:48) Opportunities within Europe At Mackenzie, we want to create a more invested world, partneri...2022-09-0125 min

The InvestedDustin Reid on Fixed Income Markets from North America to Europe to ChinaIn 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) Inflation across U.S. vs. Canada (16:23) Trends across Europe & Inflation Risks (25:21) Trends within China (30:37) Thoughts on the upcoming Jackson Hole Symposium 2022-08-1737 min

The InvestedLesley Marks on Stock Market Performance & Q2 EarningsIn 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 the Q2 earnings mean for investors. Learn by Key Topics: (1:00) Stock Market Performance Timeline & Outlook (4:51) Expectations on an Interest Rate Hike (6:33) Current Views on Canada (9:29) Outlook on the Tech Sector...2022-08-1224 min

The InvestedMatt Moody on Ivy Team’s Succession and VisionIn 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 by Key Topics: (0:54)Matt Moody’s Career in the Investment Industry (2:41) His Investment Style & View of Markets (4:38) Matt's Introduction to the Ivy Te...2022-07-2832 min

The InvestedDustin Reid on Preparing Portfolios against a Stagflationary EnvironmentIn 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 Increase (6:45) Views on Recession and Inflation (16:11) Updates on Bank of Japan (20:12) Stagflationary Environments & Positioning within Portfolios At Mackenzie, we want to create a mor...2022-07-2127 min

The InvestedLesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022In 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 Markets (6:27) Views on Unemployment Rates, Spending, Consumer Confidence & Impact (8:28) Rate Increases vs. Inflation (13:17) Current Position on Canada (17:38) Views on Emerging Markets (21:35) View on Bank of Canada’s Responses...2022-07-1530 min

The InvestedLuke Gould on His Next Role as The CEO of Mackenzie InvestmentsIn 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) Framework of Equity, Diversity & Inclusion When Building Our Teams (4:32) Key Characteristics Mackenzie Looks at When Hiring Talent (5:46) The Future of Work – Work, Hybrid & Work-From-Home (8:22) ...2022-06-2920 min

The InvestedBarry McInerney on His 6 Years at Mackenzie Investments & His LegacyWe 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) Actions that re-shaped Diversity, Equity, and Inclusion (21:13) Adjusting to the Pandemic Era and the Hybrid Model (29:44) Reflections on 6 Years of Acquisitions (40:12) Barry McInerney...2022-06-2346 min

The InvestedDustin Reid on the Recent Fed Meeting and Long-Term Inflation ExpectationsIn 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 Expectations and Headline CPI (9:47) Views on a Potential Recession (Labour Market, Consumer Demand, etc.) (15:05) European Central Bank and Views on Europe (19:50) Views on Inflation in Japan and Bank of Jap...2022-06-1631 min

The InvestedRichard Wong on Value Investing & Why 2022 is the Beginning of the Value CycleIn 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) Views on Commodities from Fossil Fuels to Renewable Energy (12:55) Electric Vehicles (EVs), Consumer Demand, Key Players, and the Global Outlook (15:51) What Our Team is Monitoring When Investing in the EV Space ...2022-06-0926 min

The InvestedLesley Marks on the Canadian Economy, Europe Amidst War and ESGIn 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 consumer spending), the stock market, the war in Ukraine and its impact on Europe, and ESG. Learn by Key Topics: (0:55) Trends in Canadian Economy & Recession (6:20) Equity Market – Are we at Maximum Pain? ...2022-06-0121 min

The InvestedTodd Mattina revisiting the Modern Monetary TheoryIn 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 & Bank Response for MMT (8:35) Differences with 'Traditional' MMT responses (12:13) Risks with MMT (25:11) Why Modern Monetary Theory may not be a Viable Strategy At Mackenzie...2022-05-2533 min

The InvestedDarren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech MarketIn 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. Learn by Key Topics: (1:00) History of Portfolio Changes during the Pandemic to Now (17:39) Views on Technology from the Pandemic to Post-Pandemic Climate At Mackenzie, we want t...2022-05-1826 min

The InvestedDustin Reid on the Fed, Bank of Canada and China’s Economic SlowdownIn 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 the Fixed Income Team 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 po...2022-05-1134 min

The InvestedWill Aldridge on investing in Canadian equity and resourcesIn this episode, host Matt Schnurr joins Mackenzie's William Aldridge, VP North American Equities. Learn about: (0:57) Initial thoughts on Canada (2:55) How he approaches investing and managing portfolios (5:17) Macro view of investing in Canada (8:01) How the team allocates to small vs. mid vs. large caps (10:54) How the team incorporates resources in portfolios (16:40) Outlook for energy with green transition and climate change (19:30) Pockets of opportunities in Canadian caps and sectors At Mackenzie, we want to create a more invested world, partnering with advisors to help...2022-05-0422 min

The InvestedLesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fearsIn this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees 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. Learn about: (1:05) Looking at pandemic-driven demand through Netflix (6:47) COVID-19 in China (11:57) China’s next election, its effect on stimulus and GDP growth (14:08) The likelihood of a super-cycle of commodities (19:53) Recession fears and where the economy is headed At Mackenzie, we want to create a more inves...2022-04-2725 min

The InvestedOme Saidi on discovering High Value Investment OpportunitiesIn this episode, host Matt Schnurr joins Mackenzie's Ome Saidi, VP Investments. He leads the International Investment Selection for the Global Equity & Income Team at Mackenzie Investments. He is also the Lead Portfolio Manager on the Mackenzie International Dividend Fund. Learn about: (1:05) Ome's upbringing in Ivory Coast (6:09) His entrepreneurship journey that started with a pay cut (10:25) His theory in discovering high value investments (16:44) What he looks for in management (20:54) How he looks at risk in portfolios (26:33) Which areas does he discover the best o...2022-04-2029 min

Beaver Finance PodcastWhat is a RDSP or Registered Disability Savings Plan? - Beaver FinanceNew to investing? You might be asking yourself "What is a RDSP?" Checkout our video for more details on Registered Disability Savings Plans and how to maximize your RDSP grants. Follow Beaver Finance on Instagram for more education: https://www.instagram.com/beaverfinance/ Please like, comment, and subscribe for more videos. Visit us online https://linktr.ee/beaverfinance Checkout Mackenzie Investments for more RDSP details. https://www.mackenzieinvestments.com/... #investments #rdsp #registereddisabilitysavingsplan #investing #personalfinance #investingtips #canadianinvestors *Disclaimer: This content is intended to be for educational purposes only. Please seek out professional advice from an advisor, accountant or legal professional.2020-12-0906 min

New Money with Nathan KennedyInvesting 101 - How To Start From Scratch And Build SERIOUS Wealth! (Part 1 of 2)Episode 7: Join Nate this week with the BEST episode of TNMP so far! He walks through how the stock market works and why it is important that you get in there as soon as possible! Early Investing Calculator: https://www.mackenzieinvestments.com/en/investor-education/investor-tools/investment-and-saving/early-investing 2020-03-3020 min