Mackenzie Investments Bites & Insights

In this episode, Michael Williamson, Portfolio Manager of the Multi-Asset Strategies Team, explores why traditional sector rotation may no longer fit today’s complex markets. He explains how blurred sector lines call for a new framework to assess economic sensitivity and introduces Mackenzie’s Cyclical Tilt and Defensive Tilt ETFs as innovative tools for smarter portfolio positioning.  This episode was recorded on August 14, 2025.