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.
Shane Feeney – The Case for Private Equity Investments
34 mins; October 26, 2023
Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?
35 mins; October 13, 2023
Lesley Marks – How Rising Yields Are Impacting Equities and Bonds
24 mins; October 05, 2023
Dustin Reid – Higher for Longer: Market Reactions to the Fed
42 mins; September 21, 2023
Special – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie
32 mins; September 18, 2023
Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing
24 mins; September 14, 2023
Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets
21 mins; September 07, 2023
Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields
37 mins; August 17, 2023
Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization
23 mins; August 14, 2023
Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment
25 mins; August 08, 2023
Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?
22 mins; August 01, 2023
Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes
30 mins; July 27, 2023
John Cook – The Big Battery Bet in the Great Energy Transition
24 mins; July 20, 2023
Special: Introducing Get Sharpe
2 mins; July 12, 2023
Lesley Marks – Is Low Volatility an Ominous Sign for Equities?
18 mins; July 10, 2023
Arup Datta – The Evolution of Quantitative Investing
26 mins; June 27, 2023
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
45 mins; June 21, 2023
Dustin Reid on the BoC’s decision to hike while the Fed decided to skip
37 mins; June 15, 2023
Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500
23 mins; June 06, 2023
Konstantin Boehmer on debt-for-nature swaps in emerging markets
31 mins; May 29, 2023
Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table
41 mins; May 19, 2023
Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season
22 mins; May 09, 2023
Dustin Reid on recent interest rate decisions from the Fed, BOJ, and ECB
45 mins; May 04, 2023
Toby Heaps on sustainable investing and Corporate Knights Global 100 Index
38 mins; April 21, 2023
Dustin Reid on recent BoC decision and the path towards 2% inflation
35 mins; April 13, 2023
Lesley Marks on recent OPEC production cut and expectations for equities
26 mins; April 05, 2023
Dustin Reid on fallout from recent bank failures and the Fed’s response
46 mins; March 23, 2023
Special: Introducing Retirement Rewired
14 mins; March 22, 2023
Lesley Marks and Steven Locke on recent failures of U.S. banks
32 mins; March 13, 2023
Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies
41 mins; March 10, 2023
Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023
22 mins; March 08, 2023
Benoit and Onno on incorporating different asset classes during a sticky inflation period
30 mins; February 22, 2023
Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio
22 mins; February 15, 2023
Lesley on the U.S. labour market, stock valuations and views on a soft landing
18 mins; February 10, 2023
Dustin Reid on the Fed’s recent 25 basis point hike
27 mins; February 03, 2023
Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics
41 mins; January 27, 2023
Konstantin & John on our 2023 Environmental Outlook: The Green Book
45 mins; January 20, 2023
Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book
21 mins; January 11, 2023
Lesley & Steve on our 2023 Outlook: The Blue Book
55 mins; January 04, 2023
Dustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening story
42 mins; December 16, 2022
Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook
24 mins; December 07, 2022
Todd Mattina on 2023 Outlook on Long-term Capital Markets & Retirement Planning
24 mins; November 30, 2022
Richard Wong on Value Investing in 2022 and Prospects of Value Around the Globe
23 mins; November 24, 2022
Richard Wong on Value Investing in 2022 and Prospects of Value Around the Globe
26 mins; November 23, 2022
Tyler Hewlett & Dave Taylor on their Careers, Bluewater Team, and the new Next Gen Growth Fund
33 mins; November 16, 2022
Dustin Reid on Recent Inflation Numbers, U.S. Midterm Elections & China
34 mins; November 10, 2022
Lesley Marks on the Recent 75 Basis Points Increase, Company Earnings & China
16 mins; November 04, 2022
Dustin Reid on Fed Pivot, U.S. Mid-Term Elections & Fixed Income Portfolios
34 mins; October 28, 2022
Todd Mattina on Economic Environments of China, Japan, North America & Europe
22 mins; October 24, 2022
James Morrison on His Career and Ivy’s Approach to Canada
22 mins; October 12, 2022
Lesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market Cycles
21 mins; October 05, 2022
Todd Mattina on U.K.’s Mini Budget Announcement and European Energy Crisis
28 mins; September 28, 2022
Dustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income Team
34 mins; September 24, 2022
Benoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused Fund
22 mins; September 19, 2022
Dustin Reid on the Recent CPI Number and What To Expect
19 mins; September 14, 2022
Lesley Marks on the Canadian Housing Market, Jackson Hole and Europe’s Energy Crisis
24 mins; September 08, 2022
Hussein Sunderji on Investment Opportunities in Asia
25 mins; September 01, 2022
Dustin Reid on Fixed Income Markets from North America to Europe to China
37 mins; August 17, 2022
Lesley Marks on Stock Market Performance & Q2 Earnings
24 mins; August 12, 2022
Matt Moody on Ivy Team’s Succession and Vision
32 mins; July 28, 2022
Dustin Reid on Preparing Portfolios against a Stagflationary Environment
27 mins; July 21, 2022
Lesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022
30 mins; July 15, 2022
Luke Gould on His Next Role as The CEO of Mackenzie Investments
20 mins; June 29, 2022
Barry McInerney on His 6 Years at Mackenzie Investments & His Legacy
46 mins; June 22, 2022
Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations
31 mins; June 16, 2022
Richard Wong on Value Investing & Why 2022 is the Beginning of the Value Cycle
26 mins; June 09, 2022
Lesley Marks on the Canadian Economy, Europe Amidst War and ESG
21 mins; June 01, 2022
Todd Mattina revisiting the Modern Monetary Theory
33 mins; May 25, 2022
Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market
26 mins; May 18, 2022
Dustin Reid on the Fed, Bank of Canada and China’s Economic Slowdown
34 mins; May 11, 2022
Will Aldridge on investing in Canadian equity and resources
22 mins; May 04, 2022
Lesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fears
25 mins; April 27, 2022
Ome Saidi on discovering High Value Investment Opportunities
29 mins; April 20, 2022
Dustin Reid on the recent interest rate hikes
35 mins; April 18, 2022
Konstantin Boehmer on sustainable debt and the current market environment
34 mins; April 07, 2022
Benoit Gervais on energy and achieving climate change goals
25 mins; March 30, 2022
Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine
28 mins; March 23, 2022
Sir Christopher Meyer on the War in Ukraine: Context and Capital
30 mins; March 15, 2022
Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets
30 mins; March 09, 2022
Wenjie Ding on the Chinese Equity Market
22 mins; March 02, 2022
Brent Joyce on the Russia/Ukraine conflict and oil prices
26 mins; February 24, 2022
Shelly Dhawan on ESG research and evaluation
30 mins; February 16, 2022
Dustin Reid on US job numbers and actions from the European Central Bank
28 mins; February 09, 2022
Onno Rutten on inflation, resources and gold
29 mins; February 02, 2022
Brent Joyce on the recent market volatility
29 mins; January 26, 2022
Konstantin Boehmer on inflation and its effects on markets
40 mins; January 20, 2022
What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank
23 mins; January 12, 2022
Brent Joyce on investment opportunities in 2022
32 mins; December 23, 2021
Jamie Storrow on private infrastructure investing
34 mins; December 15, 2021
Dustin Reid on inflation, maximum employment, and the easing cycle in China
27 mins; December 08, 2021
John Cook on the COP26 climate summit and the opportunities in sustainable investing
21 mins; November 30, 2021
Brent Joyce on earnings, sentiment, and yield expectations
23 mins; November 23, 2021
Todd Mattina on Modern Monetary Theory
26 mins; November 16, 2021
Dustin Reid on the November Fixed Income Markets
30 mins; November 09, 2021
Yves Choueifaty on understanding the value of Bitcoin
29 mins; November 04, 2021
Dustin Reid on interest rates in developed markets
31 mins; October 26, 2021
Brent Joyce on the causes of inflation and the prospect of stagflation
22 mins; October 21, 2021
Benoit Gervais on commodity markets, and the impacts of onshoring and climate change
22 mins; October 14, 2021
Brent Joyce on the volatility in the emerging markets and the US political situation
21 mins; October 06, 2021
Dustin Reid on the September FOMC meeting, the German election, and Evergrande