In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 2, host Matthew Schnurr and Peter Kruyt discuss his approach to the public equity markets in China, what they look for in investments, bringing a public equity and a private equity mindset, and the future of China.

In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 1, host Matthew Schnurr and Peter Kruyt discuss how Power Corporation of Canada began to invest in China in 1986, how to think of investing with state-owned enterprises and why joint ventures were they way to proceed.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Yves Choueifaty, the Founder and CEO of Tobam, a Paris based asset manager. They discuss his background, his development of the diversification ratio, how Tobam integrates E,S and G principles and his admiration of Harry Markowitz.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr gets an update from Darren McKiernan and how he and his team have been managing over the past five months. This episode also features a new segment called, "over-rated or under-rated" where Matt and Darren discuss current market news and trends.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Matthew Cardillo about alternative asset classes, gold, monetary policy and the possibility of inflation during these unprecedented times.

Join Matt Schnurr in conversation with Steve Locke, Vice President, Portfolio Manager and Head of the Mackenzie Fixed Income Team. They dive into how Steve and his team are maneuvering through markets during the COVID-19 pandemic, how Steve started his career and what sparked his interest in Portfolio management.

Join Matt Schnurr in conversation with David Arpin, Senior Vice President, Portfolio Manager and Team Co-Lead on the Mackenzie Bluewater Team. They dive into how David got started in investment management and how understanding trends in the market are important to decision-making. Tune in to hear David's views on the future of oil, the future of recessions and why team culture plays an important role in the Bluewater Team's process.

Join Matt Schnurr in an all things macro conversation with Dustin Reid, Mackenzie's Chief Fixed Income Strategist.

Matt and Dustin discuss why the US Federal Reserve will target higher inflation, European fiscal spending and the likelihood of it increasing, and predictions on the US election. 

If you frequent New York City you'll want to stay tuned until the end to hear Dustin's recommendation for the best place to eat in the Big Apple for under $40.

In episode 5, Matt sits down with Barry McInerney, President and Chief Executive Officer of Mackenzie Investments.  They discuss the optimistic case for China, what trends in the US are likely to make their way north of the border, a review of Mackenzie’s success in 2019 and what we can expect in 2020.

Matt ends the podcast by getting recommendations from Barry on books, movies, and his favourite charities.

In episode 4 Matt sits down with Konstantin Boehmer, Lead Portfolio Manager of the Mackenzie Global Tactical Bond Fund and the Mackenzie Global Bond ETF.  Konstantin also leads the quantitative efforts of the Mackenzie Fixed Income team.

Konstantin discusses why managing passive products has made him a better active manager, his goal to produce the best risk adjusted performance over time (not absolute performance), his research on the looming pension crisis, and his non-consensus bullish view on Europe.

Matt concludes the podcast by getting Konstatin's recommendations on books, podcast, and the best German food in Toronto.