The Invested

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the market volatility in early 2022 including what caused it and how to think about future movements going forward. 

In this episode, Matt Schnurr joins Konstantin Boehmer, Senior Vice President, Co-Lead of the Fixed Income Team, and Head of Global Macro at Mackenzie Investments, to discuss inflation. They go over where inflation levels are likely to reside, what are the Fed's reactions, and if food and oil prices will create a challenge for developing markets.

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to do a level set for 2022 including what to expect from the Federal Reserve, the Bank of Canada, and the European Central Bank.

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Blue Book, Mackenzie's 2022 outlook. They dig into the different asset classes and geographic locations to get Brent's perspective on what will be the best investment opportunities next year. 

In this episode, host Matt Schnurr speaks with Jamie Storrow, Managing Director and Co-Head of Infrastructure at Northleaf Capital Partners, to share his team's approach to private infrastructure investing. He goes over how they source deals, work with management teams, and their exit strategies.

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid as he weights in on the Fed's view of inflation and maximum employment, and what implications it may have on markets. They also turn to discuss China and the easing cycle that is currently playing out. 

In this episode, Matt Schnurr joins John Cook, Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead Mackenzie Greenchip Team, to debrief the COP26 climate summit. They also discuss industries like clean-up technologies and industrials, and the opportunities in resources.

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield expectations. 

In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary Theory (MMT). They explore its benefits and downfalls, and how it's been used during the past decade. 

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid for a recap of what has been going on in the fixed income markets. They dive into how volatile it's been, what indicators can be used to predict where it's going, and how to position your portfolio.