What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.
Canada beyond the value label
22 mins; March 25, 2026
When global tension hits home
17 mins; March 19, 2026
Energy sovereignty is reshaping how markets price risk
19 mins; March 13, 2026
Beyond the black box: How modern quant really works
22 mins; March 04, 2026
2026 ETF Outlook: The shifts you can’t ignore
21 mins; February 26, 2026
Canada’s bond reality check and what it may signal for global rates
22 mins; February 11, 2026
Rates held, markets moved. What advisors need to know
18 mins; January 30, 2026
Resources in a multipolar world
20 mins; January 22, 2026
Beyond smart beta: Building better income with Systematic Strategies
18 mins; December 18, 2025
The next Fed chair and the market’s blind spot
36 mins; December 15, 2025
2026 Market Outlook with Lesley Marks and Steve Locke
36 mins; December 10, 2025
Driving in fog: Central banks navigate uncertain data
35 mins; November 24, 2025
Central banks at a crossroads
30 mins; October 30, 2025
Turning emotion into investment discipline
18 mins; October 29, 2025
Opportunities beyond the Magnificent Seven
22 mins; October 27, 2025
Concentration Risk 2.0
19 mins; October 07, 2025
What the Fed and BoC Cuts Mean for Markets
31 mins; September 18, 2025
Inside Private Credit: Growth, Resilience, and Opportunity
24 mins; September 11, 2025
From Rotation to Precision: Redefining Sector Strategies
23 mins; September 03, 2025
September Rate Cut: Is the Fed Eyeing 50?
16 mins; August 14, 2025
Equity Market Resilience: How Long Can It Hold?
29 mins; August 12, 2025
Fed and BOC Hold Rates: Parsing Policy and Market Signals
36 mins; August 01, 2025
Building Resilient Liquidity Sleeves with ETFs
26 mins; July 28, 2025
All-Weather Alpha: The GQE Approach
25 mins; July 08, 2025
Fixed Income Perspectives: Summer Outlook on Rates, Risk, and Policy
27 mins; June 25, 2025
Next-Gen ETF Strategies: Income, Global Diversification & Tactical Opportunity
21 mins; June 23, 2025
Hold the Line: Fed and Fiscal Developments
34 mins; June 20, 2025
Staying Disciplined in a Momentum-Driven Market
28 mins; June 18, 2025
Truces, Tariffs, and Trade Tensions: What’s the Path Forward?
33 mins; June 13, 2025
Beyond the MER: Unpacking the Costs of ETF Trading
26 mins; May 29, 2025
The Case for Value: A Deep Dive into Mackenzie US Value Fund
26 mins; May 22, 2025
Investing in Quality: How the Ivy Team Finds Strength in Stability
23 mins; May 14, 2025
FOMC, Tariffs, and Carney’s White House Visit
26 mins; May 09, 2025
The Resilience of Canadian Equities: Opportunities and Challenges
27 mins; May 08, 2025
Searching for Value in Volatile Markets
25 mins; May 01, 2025
Mixed Signals: Trade Wars & The Fed
37 mins; April 25, 2025
Active ETFs on the Rise: What's Driving the Momentum in Canada?
25 mins; April 24, 2025
Trade Tension and Tariffs: Are We Headed Towards Stagflation?
34 mins; April 17, 2025
How Advisors Can Support with Tax Planning, Intergenerational Wealth Transfer, and Strategic Philanthropy
25 mins; April 10, 2025
The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs
29 mins; April 07, 2025
Small but Mighty: Growth Opportunities in US Small and Mid-Cap Companies
24 mins; March 26, 2025
Global Economic Uncertainty Abounds
44 mins; March 21, 2025
Understanding Floating Rate Loans, CLOs, and ETFs
20 mins; March 18, 2025
Weathering Market Volatility With a Quality-First Approach
28 mins; March 05, 2025
The Potential Market Impact of Hot CPI and Universal Tariffs
39 mins; February 20, 2025
Aluminum and Steel Tariffs: What Lies Ahead?
27 mins; February 14, 2025
The Case for Low Volatility ETFs
18 mins; February 03, 2025
Interest Rates, Inflation, and Tariffs: What the Latest Central Bank Meetings Mean for Investors
34 mins; January 30, 2025
Energy Emergency? Impacts of Trump’s Policies on Oil, Gas, and Natural Resources
30 mins; January 27, 2025
The Half-life on Trump’s Tariff Headlines
38 mins; January 24, 2025
Fixed Income Outlook and Opportunities for 2025
30 mins; January 16, 2025
Special: 2025 ETF Outlook with Prerna Mathews
29 mins; January 13, 2025
Dustin Reid – Tariffs, Inflation, and a Hawkish Fed Outlook
42 mins; December 19, 2024
Special: 2025 Market Outlook with Lesley Marks and Steve Locke
43 mins; December 09, 2024
John Cook – The Energy Transition Outlook Post-US Election
24 mins; November 21, 2024
Jules Boudreau – The Trump Trade and US Small Caps
27 mins; November 18, 2024
Adam Gofton – The Ivy Approach to Long-Term Investing
29 mins; November 12, 2024
Dustin Reid – Market Reactions to US Election Results
35 mins; November 08, 2024
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision
29 mins; October 24, 2024
ETFs Explained: Debunking Common Myths and Misconceptions
26 mins; October 23, 2024
Shah Khan – The Bluewater Approach: Investing in Durable Growth
23 mins; October 09, 2024
Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision
44 mins; September 20, 2024
Navigating Market Uncertainty With Low Volatility ETFs
18 mins; September 17, 2024
Benoit Gervais – Generating Alpha Within the Resource Sector
24 mins; September 13, 2024
Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends
20 mins; September 10, 2024
Dustin Reid – Making Sense of Market Volatility
39 mins; August 15, 2024
Optimizing Portfolio Construction with ETFs
15 mins; August 14, 2024
Dustin Reid – Will the Fed Cut Rates in September?
39 mins; August 02, 2024
Lesley Marks – The Bank of Canada Cuts Rates Again
29 mins; July 29, 2024
US Election 2024: Political Shifts and Market Impacts
26 mins; July 26, 2024
Richard Wong – Value Investing: Why the Style Is Relevant in Today’s Market
19 mins; July 17, 2024
Dustin Reid – Analyzing the Latest CPI Report, US Elections, Upcoming BoC Decision
34 mins; July 12, 2024
Inside Active ETFs: What’s Behind the Growth in Canada?
29 mins; July 03, 2024
Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities
26 mins; June 20, 2024
Dustin Reid – Market Reactions to CPI Report and Fed Decision
29 mins; June 14, 2024
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
36 mins; June 12, 2024
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut
19 mins; June 06, 2024
Matt Moody – The Ivy Approach: Quality, Long-Term Sustainability, and Corporate Culture
32 mins; May 28, 2024
Lesley Marks – Equity Market Performance and Policy Diversion
22 mins; May 07, 2024
Dustin Reid – Will the BoC Be the First To Cut?
32 mins; May 03, 2024
Special: Exploring the Opportunities in the Energy Transition
26 mins; April 22, 2024
Lesley Marks – Evaluating Geopolitical Risks in the Middle East
19 mins; April 16, 2024
Dustin Reid – Hotter Than Expected Inflation: Is It Here To Stay?
28 mins; April 12, 2024
Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund
19 mins; April 10, 2024
Dustin Reid – Key Takeaways From the Fed’s March Meeting
36 mins; March 22, 2024
Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook
35 mins; March 08, 2024
Darren McKiernan – How We Build a “Dream Team” Portfolio
25 mins; March 06, 2024
Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities
24 mins; March 05, 2024
James Morrison – Investing Is a Marathon, Not a Sprint
18 mins; February 27, 2024
Dustin Reid – Why Rate Cuts Aren’t Likely in March
36 mins; February 01, 2024
Lesley Marks – Inflation, Interest Rates, and the Impact on Equities
25 mins; January 29, 2024
Prerna Mathews & Laurent Boukobza – Is Cash Still King?
19 mins; January 23, 2024
Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors
32 mins; December 19, 2023
Dustin Reid – Unpacking the Fed’s Dovish Tone
38 mins; December 15, 2023
Special: 2024 Market Outlook with Lesley Marks and Steve Locke
41 mins; December 07, 2023
Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets
25 mins; November 30, 2023
Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
29 mins; November 28, 2023
Lesley Marks – Is the Inflation Story Over?
20 mins; November 06, 2023
Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends
35 mins; November 03, 2023
Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More