The Invested

Lesley & Steve on our 2023 Outlook: The Blue Book


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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 

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