100 episodes

The podcast designed to give you insights on how our investors manage client money. Hear from Mackenzie Investments Portfolio Managers and Subject Matter Experts.

Mackenzie Investments Podcast Series Mackenzie Investments

    • Podcasts
    • 4.9 • 56 Ratings

The podcast designed to give you insights on how our investors manage client money. Hear from Mackenzie Investments Portfolio Managers and Subject Matter Experts.

    Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics

    Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics

    In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. 
    Together, they discuss the recent BoC meeting and the hike of 25 basis points, and the upcoming Fed meeting. Dustin also shares thoughts on broader economics within North America diving into GDP data, labor markets, and others. They last look at the current economic environments of Japan and China. 
     
    Learn by Key Topics: 
    (1:02) Recent interest hikes by Bank of Canada 
    (8:38) Outlook on interest rates 
    (20:24) Looking into broader economics within North America
    (28:01) Bank of Japan & China 
     
    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com

    • 41 min
    Konstantin & John on our 2023 Environmental Outlook: The Green Book

    Konstantin & John on our 2023 Environmental Outlook: The Green Book

    In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John Cook, SVP, Portfolio Manager, Team Co-Lead of Mackenzie Greenchip Team.  
    Together, our experts map out environmental investment opportunities from our Green Book.
     
    Learn by Key Topics:
     
    (1:04) 3 drivers behind John’s investment thesis 
    (2:22) Milestones in 2022 
    (3:25) Climate Goals in 2022
    (7:20) 2022 & impacts to the environmental economy
    (15:23) Solar vs. wind energy
    (26:10) Transition from fossil fuels 
    (38:25) Optimism levels heading into 2023
     
    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

    • 45 min
    Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book

    Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book

    In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. 
    Together, they take a dive further into Mackenzie’s Orange Book, which contains expert insights to help investors stay focused on long-term returns.     
    Learn by Key Topics: 
    (0:54) Bank of Japan, Interest Rates & Debt in Japan 
    (10:10) Outlook on the Yen 
    (13:53) 2023 Outlook on Canadian Bonds, Derivatives & Pension Plans 
     
    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

    • 21 min
    Lesley & Steve on our 2023 Outlook: The Blue Book

    Lesley & Steve on our 2023 Outlook: The Blue Book

    In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies.  










    Together, they take a deeper dive into Mackenzie’s Blue Book, which provides a near-term outlook on what 2023 holds for investors. 
     
    Learn by Key Topics: 
    (0:58) Looking back at 2022 
    (3:44) The 3 Themes for 2023 
    (7:34) Outlook on recession 
    (21:36) Recession &  job markets 
    (25:22) Outlook on China & global impacts 
    (27:53) Recession in Europe 
    (33:25) Thoughts on Equity Markets for 2023 
    (41:06) Views on Fixed Income for 2023 
    (47:11) Our confident and uncertain predictions 
     
    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

    • 55 min
    Dustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening story

    Dustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening story

    In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid.   
    Together, they discuss the recent Fed meeting, how the Bank of Canada is determining to do a 50-basis point hike, China’s reopening story and how all these affect the fixed income portfolios. 
     
    Learn by Key Topics: 
    (0:56) Thoughts on Recent Fed Meeting and the 50-basis Point Hike 
    (10:47) Bank of Canada and a 50-basis point hike 
    (20:02) Views on China’s Reopening Story 
    (31:28) A Look at Fixed Income Portfolios 
     
    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

    • 42 min
    Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook

    Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook

    In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in the day-to-day management of Mackenzie funds across the firm’s 12 equity boutiques with more than $65 billions in Mackenzie’s assets under management. 
     
    Together, they look at Jerome Powell’s speech and what it would mean for the markets. They also revisit China and impact of the zero-covid policy on the energy markets, and what to expect in 2023. 
     
    Learn by Key Topics: 
    (0:55) Thoughts on Fed, Jerome Powell’s recent comments and their market impact 
    (6:42) Views on Chin
    (13:42) Views on energy and the impact of the zero-covid policy to the energy markets 
    (18:55) Expectations for 2023 (Blue Book is available on Dec 14) 
     
    At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com 

    • 24 min

Customer Reviews

4.9 out of 5
56 Ratings

56 Ratings

Gustafja ,

Excellent insight!

Great work Matt!

i87bell ,

Great insight

Great overview of the story behind the PMs numbers!

Toronto IA ,

Amazing Podcast

Great insights into PM teams and senior management thoughts at the firm. Highly recommend.

You Might Also Like

Columbia Business School
Oaktree Capital Management
The Compound
Ted Seides – Allocator and Asset Management Expert
J.P. Morgan Global Research
Bloomberg