Mackenzie Investments Bites & Insights

In this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. They unpack the COVID-19 recession, specifically discussing consumer spending habits, government spending, regionalization, and the possibility of future variants. 

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the Delta variant, and what effects a resurgence has on fixed income markets and the macro economy as a whole. They also touch on the infrastructure bill that is slowly making its way through the senate and congress. 

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about earnings season, central banks around the world, and their effect on equity markets. They also discuss the price of oil and the reaction caused by it. 

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about the recent market volatility and the four reasons why he believes the markets have been so volatile. 

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about inflation and why yields are falling in the fixed income market.  They go through a quick update on the equity markets and the most recent activity in China. 

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the US dollar including Reid's short term outlook on the US dollar and the probability of the US dollar losing traction as the the sole reserve currency and what that might mean for the markets.

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, about the first six months of 2021, what happened in the markets over the past six months and what's happened following the recent Fed meeting.

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the recent Fed meeting, expectations on inflation, how the market reacted and opportunities for positioning their portfolio.    

In this episode Matt Schnurr speaks with Brent Joyce, Investment Strategist at Mackenzie Investments, on this recent earnings season, actual risks in the market right now and how to think about inflation.

In this episode host Matt Schnurr speaks with David Arpin, Senior Vice President, Portfolio Manager, Co-Lead of the Mackenzie Bluewater Team. David gives his views on the current market rotation and why growth and value are not fundamentally in conflict.

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the upcoming FOMC meeting, inflation and all the risks that have been anticipated, then dive into the recent European Central Bank meeting.

Kicking-off our NEW weekly market updates, Matt Schnurr is speaking with Brent Joyce, Investment Strategist and Mackenzie Investments, on the current equity markets in the US, Canada and emerging markets.

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about what to expect out of the Fed in the following weeks and months, including: Current changes in the U.S. fiscal story; the impact that China is having on commodity prices and views on the Canadian dollar.

In our newest episode of the Mackenzie Investments Podcast Series, Host Matt Schnurr speaks with Fate Saghir, Head of Sustainable Investing, about the Canadian Federal Budget and dive into the Affordable Child Care benefit and what the Canadian government is planning to do on climate; including how they will pay for it with debt issuance.

In this episode host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid, about the labor numbers coming out of the United States; how Europe is recovering from Covid-19; and his updated views on emerging market debt.

In 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. They discuss how 2020 was the worst year for value stocks in his quarter-century investing career.  But, he is optimistic.  Why? Because a new investment cycle has started, value is cheap and outperforming and tailwinds suggest the recovery is sustainable.

In 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. 

In 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. 

In 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.

In 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.