Mackenzie Investments Bites & Insights

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.      Together, they look at Fed pivot and gearing down on expectations of Central banks going forward, and the U.S. Mid-term elections and what is means for portfolios and financial markets. They also look at Japan and trades happening in the Fixed Income portfolios.    Learn by Key Topics:  (1:00) Views on a Fed Pivot  (8:37) Outlook on Central Banks’ Actions & Their Goals   (13:59) Thoughts on Japan, Yen and the BoJ  (18:40) U.S. Politics – Mid Term Elections  (27:09) Trades within the Fixed Income Portfolios    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 take a deep look into economic environments around the world. We start with a look at Europe on U.K.'s leadership and ongoing energy crisis. Followed by a medium to long-term outlook in China with zero-covid policy and housing crisis. Continuing with an outlook of inflation within North America and the impact on affordability. And finally concluding this episode with a look into Japan’s economy.   Learn by Key Topics:  (0:52) Inflation across the World & Central Banks’ Actions  (3:51) Energy Crisis in Europe  (6:57) Ivy Investment Style & Investing in Canada  (8:52) Zero-Covid Policy and Housing in China  (11:10) Views of Inflation in North America  (14:07) Affordability and Preventing Financial Instability  (17:50) Views of Japan’s Economy    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowle

In this episode, host Matt Schnurr joins Mackenzie's James Morrison, VP and Lead Portfolio Manager of the Ivy Canadian Team.   He shares his investment career inspired by his upbringing in Alberta, how he approaches investing in Canada using the Ivy Philosophy and its effect on the portfolio, and the future of the Ivy team upon Paul Musson’s retirement.    Learn by Key Topics:  (0:55) James’s Upbringing in the Heart of the Rocky Mountains  (3:10) His Early Career & Mackenzie Investments  (6:35) Ivy Investment Style & Investing in Canada  (9:38) What He Looks for When Discovering Companies  (12:47) Corporate Culture Within the Canadian Landscape  (14:26) Incorporating Energy Within the Portfolio  (17:35) How Macro Economy Affects the Portfolio  (19:35) Retirement of Paul Musson & the Future of the 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.

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 billions in Mackenzie’s assets under management.  Together, they take a deep look into the strength of the U.S. Dollar and why currencies why matter to Canadian investors. They also look at the recent earning season and what to expect out of market cycles going forward.    Learn by Key Topics:  (0:54) The US Dollar & its Strength   (4:07) The British Pound & its Strength  (5:24) These Currencies & Impact on Canadian Investors  (7:08) Recent Earnings & What They Mean (Nike, Fedex, etc.)  (10:16) Outlook on Inflation, Inventory & Demand    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. Le

In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team.    Together, they take a deep look into Europe. They discuss European Energy Crisis and U.K. mini budget announcement from last Friday.    Learn by Key Topics:  (0:58) Thoughts on U.K.’s Mini Budget Announcement & Tax Plans  (5:00) European Energy Crisis with Demand & Supply  (16:11) Bank of England, Inflationary Pressures and the Rise of Interest Rates  (20:21) Outlook on Sterling   (22:55) Inflation across Major Economies: Europe, Asia, North America    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.   Together, they discuss his process and how he predicts Central Bank’s actions, outlook on BoC, and how our Fixed Income team is positioning their portfolios.    Learn by Key Topics:  (0:56) Thoughts on Fed meeting  (9:17) Views on Central Bank Actions & His Process  (16:19) Outlook for Canada  (23:19) Outlook on Currencies: USD & CAD  (29:26) How our Fixed Income team is positioning their Portfolios    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 SVP, Portfolio Manager, and Head of Resource Team, Benoit Gervais.  Together, they discuss European commodities, their impact on inflation, and the launch of Mackenzie's new inflation-focused fund.     Learn by Key Topics:  (0:56)  Views on Europe’s Energy Crisis & Solutions  (8:23)  Climate Goals in Europe vs. Emissions  (10:11)  Energy Transitions’ Impact on Inflation  (15:45)  Thoughts on Central Banks & Inflation  (17:44)  Launch of Mackenzie’s Inflation-focused Fund    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, educated, and invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

In this quick-to-market episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.   Together, they discuss recent the CPI number, its implications on the FED fund rates, and the overall market impact.    Learn by Key Topics:  (0:54)  Thoughts on recent CPI number  (6:35)  Expectations for Next Week  (14:18)  Changes within the Portfolio    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 housing market impacted by the recent rate hikes, the Jackson Hole summit, and Europe's energy crisis during the Ukrainian war.    Learn by Key Topics:  (0:56)  Thoughts on Recent Rate Hike  (3:13)  Impact on Housing Market  (6:05)  Expectations from Central Banks & their Earnings  (10:55)  Thoughts from Jackson Hole Summit  (15:41)  Outlook for Rate Hikes & Impact  (18:09)  Energy Shock within Europe    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 Lead Portfolio Manager of Ivy International, Hussein Sunderji.  Together, they explore investment opportunities within Asia and Europe and how the Ivy Team approaches them strategically.  Learn by Key Topics:  (0:59) Ivy Investment Philosophy & Asia  (6:08)  Views on Cash when Investing  (8:16)  Corporate Governance within Japan  (9:28)  Views on the Chinese Stock Market  (15:30) Other Geographical Regions in Asia with Opportunities  (17:55)  Views on Europe & Investing within  (21:48)  Opportunities within Europe  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.  Together, they explore the Fixed Income markets and inflation worldwide, Fed and BoC, views on Europe (German and Italian bond situation), and more.    Learn by Key Topics:  (1:01)  Inflation in the U.S.A.  (6:44)  Employment Rates & Economy in the U.S.A.  (11:15)  Expectations for the Fed  (16:23)  Inflation across U.S. vs. Canada  (16:23)  Trends across Europe & Inflation Risks  (25:21)  Trends within China  (30:37)  Thoughts on the upcoming Jackson Hole Symposium  (34:30)  Trade Ideas & Final Thoughts    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, educated, and invested to 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 recent stock market performance, outlook for Canada, and what the Q2 earnings mean for investors.    Learn by Key Topics:  (1:00)  Stock Market Performance Timeline & Outlook  (4:51)  Expectations on an Interest Rate Hike  (6:33)  Current Views on Canada  (9:29)  Outlook on the Tech Sector  (11:36)  Housing Market & Our Economy  (16:00)  Views on Quarterly Earnings  (18:43)  Will Canada follow the US?     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 Matt Moody, Vice President, Portfolio Manager for Mackenzie’s Ivy Team.  He will be promoted to Senior Vice President and Head of the Ivy Team this September.  Together, they look at Matt Moody's career within the Investment Industry, what he learned from Jerry Javasky and Paul Musson, and what we can expect from the Ivy Boutique going forward.    Learn by Key Topics:  (0:54)  Matt Moody’s Career in the Investment Industry  (2:41)  His Investment Style & View of Markets  (4:38)  Matt's Introduction to the Ivy Team  (5:18)  Why He chose the Ivy Team?  (6:16)  Learning from the Previous Ivy Leaders  (15:52)  Culture within Ivy & Vision for its Future  (18:22) A Good Analyst vs. A Good Portfolio Manager  (20:30)  Views on Cash within the Ivy Team  (24:30)  Performance Expectations for the Ivy Team  (28:42)  How Karate & Investing balance each other    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become mo

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.    Together, they explore the probability of a ‘stagflationary’ environment, how to think about positioning your portfolios, as well as what impact that type of environment may have on Canada, U.S., and Europe.    Learn by Key Topics:  (0:56)  Views on Recent BOC’s Actions with 100 Basis Points Increase  (6:45)  Views on Recession and Inflation   (16:11)  Updates on Bank of Japan  (20:12)  Stagflationary Environments & Positioning within Portfolios    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 Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies.   Together, they discuss expectations for the balance of 2022, what’s happened year to date, inflation, and equity markets.  Learn by Key Topics:  (1:00)  Views on Inflation, Central Banks’ Responses & its General Impact  (4:00)  Expectations for 2022 for Equity Markets  (6:27)  Views on Unemployment Rates, Spending, Consumer Confidence & Impact  (8:28)  Rate Increases vs. Inflation   (13:17)  Current Position on Canada  (17:38)  Views on Emerging Markets  (21:35)  View on Bank of Canada’s Responses & Outlook  (24:57)  Views on a Possible Recession in the Next 12 Months  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 Luke Gould, Executive Vice-President and Chief Financial Officer for IGM Financial Inc.   Together, they explore what Luke Gould is looking forward to over the next 6 years and beyond as he steps into his next role as CEO of Mackenzie Investments.  Learn by Key Topics:  (1:24)  How Mackenzie Plans to Retain its Position as The Employer of Choice  (2:21)  Framework of Equity, Diversity & Inclusion When Building Our Teams  (4:32)  Key Characteristics Mackenzie Looks at When Hiring Talent  (5:46)  The Future of Work – Work, Hybrid & Work-From-Home  (8:22)  Views on Regulations, Products, and Outlook  (10:01) The Merger of IIROC and MFDA and its Effect on Their Cultures  (11:54) Outlook on Mergers and Acquisitions  (14:13)  Views on Interest Rates & Inflation  (16:52)  Inflation & Migrating to Private Investments  (18:28)  Thoughts on Taking Reigns as the Next CEO of Mackenzie  At Mackenzie, we want to create a more invested world, partnering with adviso

We are celebrating our 100th episode! In this special episode, host Matthew Schnurr joins Mackenzie's CEO, Barry McInerney just before his retirement in July.  Together, they reflect on the last 6 years of his career at Mackenzie Investments.    Learn by Key Topics:   (0:54)  Views on Canadian Wealth Segments from Boomers to Gen Z  (7:23)  How has Talent & Culture changed within Mackenzie  (14:38)  Actions that re-shaped Diversity, Equity, and Inclusion  (21:13)  Adjusting to the Pandemic Era and the Hybrid Model  (29:44)  Reflections on 6 Years of Acquisitions  (40:12)  Barry McInerney's Legacy at Mackenzie Investments      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.  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