Mackenzie Investments Bites & Insights
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 102:31:35
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Sinopsis
The podcast designed to give you insights on how our investors manage client money. Hear from Mackenzie Investments Portfolio Managers and Subject Matter Experts.
Episodios
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Dustin Reid on the latest BoC meeting, fiscal story in the US, inflation and what to consider when building portfolios
29/04/2021 Duración: 32minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about BoC's decision to begin tapering, and the Hawkish view adopted by the bank in moving up its growth expectations. They also discuss the latest news on the tax front in the US, and the recent inflation numbers that have come in. Dustin also talks about the fixed income team's preference for higher rates as the rest of the world catches up on vaccinations, and current positioning in core and core-plus portfolios.
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David Ross on private credit, what they look for in businesses, and the importance of diversification and portfolio construction in private credit
20/04/2021 Duración: 40minIn this episode host Matt Schnurr speaks with David Ross, Managing Director, Private Credit at Northleaf Capital about all things private credit, including what he looks for in private businesses, and how he thinks about pricing deals. They also discuss private credit as an asset class, the importance of company management when assessing businesses, and the diversification and portfolio construction processes the team employs.
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Dustin Reid shares his view on the U.S. Infrastructure Bill and possible tapering from the Federal Reserve
15/04/2021 Duración: 32minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the Infrastructure Bill making its way through the U.S. Senate and U.S. Congress. He also shares his views on the possibility of tapering in June from the Federal Reserve and what the Bank of Canada is expected to do. He also shares his current views on currencies, particularly USD and CAD.
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Dustin Reid on fixed income and how a potential three trillion dollar infrastructure package can lead to fiscal drag
01/04/2021 Duración: 26minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the difference between "full employment" and "maximum employment", and how a potential three trillion dollar infrastructure package can lead to fiscal drag in 2022.
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Dustin Reid on central banks around the world, update on the federal government and how these impact investor portfolios
16/03/2021 Duración: 25minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about central banks around the world and dives deep into the Bank of Canada and European Central Bank. They also discuss what the Federal Government is likely to do in the future and how investors should consider these factors in their portfolios.
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Dustin Reid on the dramatic increase in rates over the past week and what to expect from the federal government
03/03/2021 Duración: 25minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the dramatic increase in rates over the past week and what to expect from the federal government and the economy going forward.
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The Biden relief package, prospects of inflation, and what that means for fixed income
19/02/2021 Duración: 24minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about Biden's relief package, prospects of inflation, and if he sees more stimulus coming in the back half of the year. They also dive into the impacts on markets and fixed income.
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How to play the 2021 global recovery across equity and fixed income markets
16/02/2021 Duración: 41minIn this special edition of the Mackenzie Investments Podcast series, host Matt Schnurr, speaks with Michael Evans, host of the Mackenzie Exchange Podcast Series about the recent Exchange webcast. During this event Todd Mattina, Senior Vice President, Chief Economist, Portfolio Manager, Co-Lead of the Mackenzie Multi-Asset Strategies Team; and Dustin Reid, Vice President, Investment Management, Chief Fixed Income Strategist, Mackenzie Fixed Income Team share there 2021 Market Outlook and share their analysis of the changing global landscape and provide their insights on how to play the 2021 global recovery across equity and fixed income markets.
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Sustainable Investing principles and designing an ESG reflective product shelf
09/02/2021 Duración: 43minIn our newest episode of the Mackenzie Investments Podcast Series, Host Matt Schnurr speaks with Fate Saghir, Head of Sustainable Investing, about all things environmental, social and governance (ESG). There discussion includes how to think about designing a product shelf to reflect investor's E, S and G principles; how to incorporate these principles into institutional investing; and why Europe is ahead of most of the world within this space.
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Carrie Freeborough on GameStop, short squeezes and how institutional investors are reacting to them
08/02/2021 Duración: 21minOn this episode of the Mackenzie Investments Podcast Series host Matt Schnurr is speaking with Carrie Freeborough, SVP and Head of Trading at Mackenzie Investments on how retail traders are sending stocks like GameStop through the roof, What a short squeeze is and how institutional investors are reacting to them, and regulation and what options are available for market structures going forward.
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What 2020 tells us about the future of economics and the financial markets
25/01/2021 Duración: 38minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Economist, Todd Mattina and Chief Fixed Income Strategist, Dustin Reid about what the events of 2020 tells us about the future of the economy and financial markets. They dive into fiscal and monetary stimulus, trade balances and what's top of mind in 2021 for both Todd and Dustin.
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Steve Locke on Fixed Income investing in low-rate environments and where he searches for yield
11/01/2021 Duración: 28minIn our recent episode of the Mackenzie Investments podcast Series, host Matthew Schnurr speaks with Steve Locke, Vice President, Portfolio Manager and Head of the Mackenzie Fixed Income Team about Fixed Income investing in ultra low-rate environments and where he searches for yield in asset classes like high yield, floating rate loans, emerging market debt, private credit and alternatives.
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Richard Wong on value investing and views on banks, energy and 2021
17/12/2020 Duración: 23minIn our recent episode of the Mackenzie Investments podcast Series, host Matthew Schnurr speaks with Richard Wong, Senior Vice President, Portfolio Manager, Head of Mackenzie's Cundill Team about value investing, his views on banks, energy companies and his thoughts on what 2021 and beyond holds for value.
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Views on current election events including the trump lawsuits and upcoming FOMC meeting
14/12/2020 Duración: 31minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, regarding his views on recent election events, including the Trump lawsuits, what the US Federal government is most likely to do at the upcoming FOMC meeting and the phase 4 fiscal policy.
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PM Konstantin Boehmer on the Looming Pension Crisis
10/12/2020 Duración: 31minPM Konstantin Boehmer joins #MackenziePodcast to talk about his whitepaper series on the Looming Pension Crisis. He discusses the state of the US pension plans, what it means for investors and how it impacts the economy.
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Key drivers in Environmental Investing and opportunities in the space - Updates from John Cook
16/11/2020 Duración: 15minIn this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and CEO of Greenchip Financial Corp. This quick discussion follows up on their original discussion and dives deep into the opportunity in the environmental investing and SRI space. John takes us through his views on the current energy transition, key drivers in the environmental investing and the future of ESG and SRI.
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What a Biden presidency and Republican held senate might mean for markets - Insights from Dustin Reid post U.S election
09/11/2020 Duración: 21minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the probability of the Trump lawsuits being able to swing the election or have some impact on the markets, the lame duck sessions and what a Biden presidency and a Republican held senate might mean for markets moving forward.
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PM Onno Rutten on strategic allocation to gold
26/10/2020 Duración: 26minIn this episode of the Mackenzie Investments Podcast series, host Matt Schnurr speaks with Onno Rutten, who is Vice President, Investment Management, and a Portfolio Manager on the Mackenzie Resource Team. In this episode we dive into the gold, current market environment and strategic allocation to gold.
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John A. Cook discusses SRI, ESG, Capital and the effects on the environment
19/10/2020 Duración: 48minIn this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with John A. Cook, Portfolio Manager of the Mackenzie Global Environmental Equity Fund and President and Director, Greenchip Financial Corp. They discuss capital and it’s effects on the environment. Their discussion also includes the long-term and short-term effects Covid-19 has had on the environment and add clarity to the many acronyms within the ESG and SRI space.
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The US election is closer than it appears - Insights from Dustin Reid
07/10/2020 Duración: 25minIn this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the current climate surrounding the US elections.