The Invested

In this episode, Matt Schnurr joins Konstantin Boehmer, SVP, Portfolio Manager, and Co-lead of the Mackenzie Fixed Income Team, to discuss sustainable debt and the current market environment. They explore what sustainable debt is and what are its characteristics. Konstantin also outlines the three possible paths that the market may take, which is most probable, and what to do with your portfolio.

In this episode, Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore energy security in light of the Russia/Ukraine conflict, onshoring, and infrastructure. They also discuss how we can achieve our climate change goals.  

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the Fed, ECB and BOC's reactions to Russia's invasion of the Ukraine. Dustin also comments on inflation, commodity prices and how his team is positioning their portfolios. 

In this episode, Matt Schnurr joins Sir Christopher Meyer, former British Ambassador to the US, and private secretary to the British Embassy in Moscow, who provides his unique perspective on the war in Ukraine. He sheds light onto its cause and its global implications.

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments. They dive deep to provide a thoughtful analysis on the Russia Ukraine Crisis and what it means for economic markets around the world. 

In this episode Matt Schnurr joins Wenjie Ding, Investment Strategist at ChinaAMC to discuss the current situation in China. They dive into both the short-term and long-term macro challenges. The also explore the reasons that investors should be optimistic about the Chinese equity market. 

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Russia/Ukraine situation and its effect on oil. They further dive into what oil prices may mean for inflation and the health of the economy. 

In this episode, Matt Schnurr joins Shelly Dhawan, Director of ESG research, Mackenzie Betterworld Team, to discuss ESG. The go over what an ESG researcher does, how to think about ESG risks, topical ESG themes, and greenwashing.

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the jobs number coming out of the US and the European Central Bank's recent actions. They also take a look at what Dustin and his team have recently done within their portfolio. 

In this episode, Matt Schnurr joins Onno Rutten, Vice President on Mackenzie’s Resources Team to discuss the opportunities for resource investing in an inflationary world and the role of gold as insurance against rising monetary policy risks.