14 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 mackenzieinvestments

    • Investing
    • 4.9, 42 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.

    Power Corporation's History in China + Investment Approach - Part 2

    Power Corporation's History in China + Investment Approach - Part 2

    In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 2, host Matthew Schnurr and Peter Kruyt discuss his approach to the public equity markets in China, what they look for in investments, bringing a public equity and a private equity mindset, and the future of China.

    • 42 min
    Power Corporation's History in China + Investment Approach - Part 1

    Power Corporation's History in China + Investment Approach - Part 1

    In this two part podcast, we speak with Peter Kruyt, Senior Advisor at Power Corporation of Canada about the firm's history in China and the team's investment approach to the public equity markets in China. In Part 1, host Matthew Schnurr and Peter Kruyt discuss how Power Corporation of Canada began to invest in China in 1986, how to think of investing with state-owned enterprises and why joint ventures were they way to proceed.

    • 49 min
    Yves Choueifaty Founder and CEO of Tobam

    Yves Choueifaty Founder and CEO of Tobam

    In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Yves Choueifaty, the Founder and CEO of Tobam, a Paris based asset manager. They discuss his background, his development of the diversification ratio, how Tobam integrates E,S and G principles and his admiration of Harry Markowitz.

    • 38 min
    Market Update with PM Darren McKiernan

    Market Update with PM Darren McKiernan

    In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr gets an update from Darren McKiernan and how he and his team have been managing over the past five months. This episode also features a new segment called, "over-rated or under-rated" where Matt and Darren discuss current market news and trends.

    • 24 min
    PM Matthew Cardillo

    PM Matthew Cardillo

    In this episode of Mackenzie Investments Podcast Series, host Matt Schnurr speaks with Matthew Cardillo about alternative asset classes, gold, monetary policy and the possibility of inflation during these unprecedented times.

    • 59 min
    PM Steve Locke

    PM Steve Locke

    Join Matt Schnurr in conversation with Steve Locke, Vice President, Portfolio Manager and Head of the Mackenzie Fixed Income Team. They dive into how Steve and his team are maneuvering through markets during the COVID-19 pandemic, how Steve started his career and what sparked his interest in Portfolio management.

    • 1 hr 4 min

Customer Reviews

4.9 out of 5
42 Ratings

42 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.

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