Mackenzie Investments Bites & Insights

In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they revisit the Modern Monetary Theory, comparing pre-pandemic times to what's happening right now from a global standpoint.   Learn by Key Topics: (1:02)  What is Modern Monetary Theory (MMT) (3:51)  Mainstream Economic Community vs. MMT (6:05)  Policy & Bank Response for MMT (8:35)  Differences with 'Traditional' MMT responses (12:13)  Risks with MMT (25:11)  Why Modern Monetary Theory may not be a Viable Strategy   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 Darren McKiernan. He leads Mackenzie’s Global Equity & Income Team and he is also the lead manager of the Mackenzie Global Dividend Fund.   Together, they explore all the moves Darren has made to re-position portfolios with a bottom-up approach. They also discuss views on technology companies, their valuations, and opportunities within this space.   Learn by Key Topics: (1:00)  History of Portfolio Changes during the Pandemic to Now   (17:39) Views on Technology from the Pandemic to Post-Pandemic Climate   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. Learn about: (0:57)  Thoughts on last week's Fed meeting and bond markets (6:50)  Views on Neutral Rate's potential increase (10:34)  Impact of Quantitative Tightening  (16:51)  Fed vs. Bank of Canada (23:52)  COVID-19 & China's economic slowdown (30:12)  Affect on Portfolio Management for the Fixed Income 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. Learn more at mackenzieinvestments.com

In this episode, host Matt Schnurr joins Mackenzie's William Aldridge, VP North American Equities.    Learn about: (0:57)  Initial thoughts on Canada (2:55)  How he approaches investing and managing portfolios (5:17)  Macro view of investing in Canada (8:01)  How the team allocates to small vs. mid vs. large caps (10:54)  How the team incorporates resources in portfolios (16:40)  Outlook for energy with green transition and climate change (19:30)  Pockets of opportunities in Canadian caps and sectors   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, to current market. She oversees 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.     Learn about:  (1:05)  Looking at pandemic-driven demand through Netflix (6:47)  COVID-19 in China (11:57)  China’s next election, its effect on stimulus and GDP growth  (14:08)  The likelihood of a super-cycle of commodities (19:53)  Recession fears and where the economy is headed     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 Ome Saidi, VP Investments. He leads the International Investment Selection for the Global Equity & Income Team at Mackenzie Investments. He is also the Lead Portfolio Manager on the Mackenzie International Dividend Fund.   Learn about: (1:05)  Ome's upbringing in Ivory Coast.  (6:09)  His entrepreneurship journey that started with a pay cut.  (10:25)  His theory in discovering high value investments.  (16:44)  What he looks for in management.  (20:54)  How he looks at risk in portfolios. (26:33)  Which areas does he discover the best opportunities.   Ome's book recommendations: The Outsiders    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 Chief Fixed Income Strategist, Dustin Reid to debrief the Bank of Canada's recent interest rate hikes. The two also discuss the ECB, the federal reserve, and what impacts these will have on the team's portfolios.

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.

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.