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PODCAST

The Invested

Mackenzie Investments

Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.

business investing

All Episodes

42:11

Dustin Reid – Tariffs, Inflation, and a Hawkish Fed...

The Invested ·

2024/12/19

In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Fed’s recent decision to cut interest rates by 25 basis points and its implications for both the US and Canadian markets. He highlights the Fed’s forecast for core PCE inflation at 2.5% for 2025, which exceeds their 2% target, and discusses how the Fed is now factoring in the potential economic impacts of tariffs—a notable shift from their traditional approach. Dustin also examines significant global events, such as changes

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43:56

Special: 2025 Market Outlook with Lesley Marks and...

The Invested ·

2024/12/09

The sweeping Republican victory is expected to have potentially significant implications for geopolitical risk and trade flows, and for the outlook of various asset classes and sectors. On this special episode, Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, discuss their market outlook for 2025.Topics discussed in their conversation include: How an incoming Trump administration could potentially benefit stocks, particularly small caps, and certain

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24:37

John Cook – The Energy Transition Outlook Post-US...

The Invested ·

2024/11/21

Following the Republican electoral sweep, discussions have emerged about the effect the Trump administration may have on the clean energy sector – despite the US accounting for only a small percentage of the industry. On this episode, John Cook, Portfolio Manager and Co-Lead of the Mackenzie Greenchip Team, discusses the current state of the energy transition and clean tech investments, global opportunities, and how the incoming administration could affect environmental policies and investments. As

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27:55

Jules Boudreau – The Trump Trade and US Small Caps

The Invested ·

2024/11/18

On this episode, Jules Boudreau, Senior Economist at Mackenzie Investments, discusses the potential impacts of a second Trump administration on US small caps. Jules highlights how US small caps are poised for potential growth, citing cheaper valuations, greater cyclicality, and higher leverage on balance sheets, but emphasizes the necessity of rate cuts and sustained US growth. Additionally, Jules examines the bond market’s reaction to increased government deficits under a Trump administration and

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29:20

Adam Gofton – The Ivy Approach to Long-Term Investing

The Invested ·

2024/11/12

In this episode, Adam Gofton, Portfolio Manager on the Mackenzie Ivy Team, discusses the team’s investment philosophy and approach to long-term investing. Adam emphasizes the importance of finding quality companies at reasonable prices and highlights how corporate culture, economic resilience, and a strong balance sheet are key factors to long-term success. He also explains why the outcome of the US election won’t result in any major changes to the portfolio, as the team continues to focus on

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35:11

Dustin Reid – Market Reactions to US Election Results

The Invested ·

2024/11/08

In this episode, Dustin Reid, Chief Fixed Income Strategist provides a comprehensive analysis of the potential economic and market impacts of President-elect Trump’s return to the White House. Dustin explores the implications of Trump’s proposed economic policies on supply chains, inflation, and the global economy, and expected focus on immigration and deregulation. Dustin also discusses the Fed’s recent rate cut, future monetary policy, and the challenges ahead.This episode was recorded on

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29:27

Dustin Reid – Analyzing the Bank of Canada’s Rate Cut...

The Invested ·

2024/10/24

In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Bank of Canada’s decision to lower interest rates by 50 basis points and what investors may expect in the coming months. In China, recent stimulus measures have sparked both optimism and skepticism in the markets. Dustin provides his insights and the potential impacts on the global economy. Lastly, Dustin provides an update on the state of the US economy and explores how evolving dynamics in polling and betting markets ahead

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26:34

ETFs Explained: Debunking Common Myths and...

The Invested ·

2024/10/23

Are active ETFs really just ‘lite’ versions of mutual funds? In this episode, Prerna Mathews, VP of ETF Product Strategy, and Chad Wood, ETF Strategist at Mackenzie Investments, debunk this and other common ETF myths and misconceptions. Their conversation also explores how ETFs are built, what can be included in them, and how they are brought to market.Further reading: - Your step-by-step guide to active ETF due diligence This episode was recorded on October 16, 2024.

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23:02

Shah Khan – The Bluewater Approach: Investing in...

The Invested ·

2024/10/09

In this episode, Shah Khan, Portfolio Manager and Co-Lead of Mackenzie Bluewater Team, discusses the team’s unique approach to investing emphasizing the importance of free cash flow as a key driver of growth. Shah also shares his insights on the current AI infrastructure build-out, the structural challenges facing China and its potential implications for the Canadian equity market, and how the energy transition is impacting oil demand.This episode was recorded on October 3, 2024.

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44:46

Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision

The Invested ·

2024/09/20

Investors widely expected a rate cut from the Fed, but the bold decision to lower interest rates by 50 basis points took many by surprise. In this episode, Dustin Reid, Chief Fixed Income Strategist, delves into the Fed’s first rate cut decision since 2020, its future outlook, and how it could affect other central banks worldwide. Dustin also examines recent Canadian inflation data, highlighting signs of economic weakness compared to the US, and how this might influence the Bank of Canada’s future

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18:34

Navigating Market Uncertainty With Low Volatility ETFs

The Invested ·

2024/09/17

In times of heightened market uncertainty, low volatility ETFs have increased in popularity. But can they help advisors manage risk without sacrificing their clients’ equity exposure? In this episode, Prerna Mathews, VP of ETF Product Strategy, and Nicholas Tham, Portfolio Manager on Mackenzie’s Global Quantitative Equity Team, explore the concept of low volatility ETFs, their performance, and common misconceptions. Nicholas highlights the team’s unique approach and investment process behind

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24:11

Benoit Gervais – Generating Alpha Within the Resource...

The Invested ·

2024/09/13

In this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, discusses the current state of the resource sector and provides his short and long-term outlook and trends on the commodity complex. Benoit shares his advice on managing exposure to the resource sector within a Canadian equity allocation, highlighting the importance of diversification and potential for alpha generation.This episode was recorded on September 6, 2024.

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20:53

Lesley Marks – Mixed Signals: Unpacking Jobs Data and...

The Invested ·

2024/09/10

In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the latest US non-farm payroll report, unpacking its mixed results and the implications for the Fed’s upcoming moves. Lesley also examines the Bank of Canada’s recent 25 basis point cut, exploring how it fits within the broader Canadian economic landscape. Lastly, Lesley previews the upcoming US presidential debate, offering insights on key economic policies to watch for. This episode was recorded on September 9,

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39:57

Dustin Reid – Making Sense of Market Volatility

The Invested ·

2024/08/15

On this episode, Dustin Reid, Chief Fixed Income Strategist, analyzes the latest US CPI and PPI data, shedding light on the current state of inflation and its potential impact on the Fed’s decisions for the remainder of the year. Dustin shares his insights on the recent surge in market volatility, examining both technical factors and fundamental concerns. Additionally, Dustin discusses the Bank of Canada’s rate cut trajectory and highlights his team’s recent portfolio trades.This episode was

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15:22

Optimizing Portfolio Construction with ETFs

The Invested ·

2024/08/14

On this episode, Prerna Mathews, VP of ETF Product Strategy, and Luc Lafleur, AVP of Portfolio Construction at Mackenzie Investments, share their insights on how advisors can optimize portfolio construction with ETFs and how ETFs can contribute to running efficient advisory practices. Prerna and Luc explore the impact of global economic drivers on portfolio strategies and the importance of aligning strategic asset allocation with investment goals. Prerna and Luc also discuss active and passive

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39:12

Dustin Reid – Will the Fed Cut Rates in September?

The Invested ·

2024/08/02

Although the market did not anticipate a rate cut, early indications suggest the Fed is leaning towards cutting rates in September. On this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the recent Fed meeting, analyzing the Fed’s forward guidance and the likelihood of upcoming rate cuts. Dustin also highlights key Canadian economic data and potential further rate cuts by the BoC, updates from the Bank of Japan, and insights on the US election’s potential impacts on market

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29:57

Lesley Marks – The Bank of Canada Cuts Rates Again

The Invested ·

2024/07/29

On this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the Bank of Canada’s latest rate cut decision, explores the driving factors behind monetary policy and its implications for the Canadian economy. Lesley also offers her insights on the commodity market, highlighting how copper is poised for growth and its crucial role in the energy transition and AI infrastructure.This episode was recorded on July 26, 2024.

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26:03

US Election 2024: Political Shifts and Market Impacts

The Invested ·

2024/07/26

On this special episode of Market Exchange, Dustin Reid, Chief Fixed Income Strategist, recaps the pivotal events leading to Vice President Kamala Harris’ rise as the presumptive Democratic nominee. Dustin analyzes the potential market and economic implications of a Harris administration. Dustin also explores the dynamics of the so-called ‘Trump trade’ and examines how the Vice Presidential nominees could influence this year’s election.This episode was recorded on July 25, 2024.

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19:30

Richard Wong – Value Investing: Why the Style Is...

The Invested ·

2024/07/17

Is value investing poised for a comeback in the current market environment? In this episode, Richard Wong, Portfolio Manager and Head of Mackenzie Cundill Team, explores this question. Richard discusses why he believes the market is shifting towards value, highlighting value investing’s historical outperformance during periods of structurally positive inflation and interest rates. Richard also discusses three categories of value stocks – quality, cyclical, and deep value – and where he sees

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34:51

Dustin Reid – Analyzing the Latest CPI Report, US...

The Invested ·

2024/07/12

On this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the latest CPI data and its implications for the Fed’s monetary policy. Could this suggest a path forward for the Fed to begin a rate cutting cycle as we approach the end of the summer? Dustin also explores the potential market implications of a Trump victory and a Republican sweep in the upcoming US elections.This episode was recorded on July 11, 2024.

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249 results

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