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Podcast: The Invested
Episode: Special: Mid-Year Outlook with Lesley Marks and Steve Locke
Description: At the halfway point of 2023, one thing is clear: Goldilocks is still nowhere to be seen.
In this special episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, to discuss where equity and fixed income markets are heading for the second half of the year and why. Topics discussed in their conversation include:
If inflation will remain stickier than expected
Renewed hawkishness within central bankers around the globe
An update on the regional banking crisis and if it’s truly over
Outl...