The Invested

Host Matt Schnurr talks with Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team. Listen to their discussion on why quantitative portfolio management works in emerging markets and his views on quality, growth and value.

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund and Co-Lead of the Mackenzie Bluewater Team. They discuss current equity market valuations, where these might go and the impact of interest rates on these valuations and the potential upside still left in the market. 

In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with Richard Bodzy and Greg McCullough, Portfolio Managers of the Mackenzie US All Cap Growth Fund. They discuss high-quality growth companies, the importance of sustainable cash-flow and the narrow range of outcomes. Their discussion also includes recommendations on books, podcasts and best places to road trip.

In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Benoit Gervais about the importance of efficiency in global resource investing, the changes in the price of oil, and how the storage of oil impacts the price and inflation, as well as its overall impact on gold.

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.