The Invested

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 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 Japan 

(26:25) U.S. Treasuries and Outlook on 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

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)  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 

(18:15)  Opportunities in the Opening Trade 

(21:20)  How Views on Value Has Changed Over the Years 

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 

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 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? 

(12:17)  Recession Fears in Europe 

(15:18)  Views on Trends within ESG 

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 

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 & 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, 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

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.

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 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

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 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 potential. Learn more at mackenzieinvestments.com

In 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 investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

In 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 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 

In 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 opportunities

Ome's book recommendations: The Outsiders 

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

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to debrief the Bank of Canada's recent interest rate hikes. The two also discuss the ECB, the federal reserve, and what impacts these will have on the team's portfolios.