The Invested

By Mackenzie InvestmentsBusiness Investing Management

The Invested episodes

April 13, 2023 Dustin Reid on recent BoC decision and the path towards 2% inflation
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.
36 min
April 05, 2023 Lesley Marks on recent OPEC production cut and expectations for equities
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.
27 min
March 23, 2023 Dustin Reid on fallout from recent bank failures and the Fed’s response
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.
47 min
March 22, 2023 Special: Introducing Retirement Rewired
Gone 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 top financial experts from Mackenzie Investments.
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.
15 min
March 13, 2023 Lesley Marks and Steven Locke on recent failures of U.S. banks
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.
33 min
March 10, 2023 Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies
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
42 min
March 08, 2023 Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023
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 
22 min
February 22, 2023 Benoit and Onno on incorporating different asset classes during a sticky inflation period
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 
31 min
February 15, 2023 Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio
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 
23 min
February 10, 2023 Lesley on the U.S. labour market, stock valuations and views on a soft landing
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 
19 min

About The Invested

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What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the…