176 episodes

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.

The Invested Mackenzie Investments

    • Business
    • 4.9 • 65 Ratings

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.

    Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook

    Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook

    As a potential rematch between President Joe Biden and former President Donald Trump becomes more and more likely, what implications could this have in the markets? In this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, analyze various scenarios that could play out between now and election day in November. Dustin also discusses the most recent Bank of Canada decision and what we could expect in the upcoming Fed meeting later this month.
    This episode was recorded on March 7, 2024.

    • 35 min
    Darren McKiernan – How We Build a “Dream Team” Portfolio

    Darren McKiernan – How We Build a “Dream Team” Portfolio

    When it comes to portfolio construction, identifying companies with sustainable competitive advantages, or moats, can help drive long-term returns. On this episode, Darren McKiernan, Portfolio Manager and Head of Mackenzie Global Equity & Income Team, discusses the concept of the “Dream Team” and the six competitive advantages that guides his team’s investment decisions. Darren also highlights the significance of a company’s capital allocation decisions in relation to its competitive advantages and growth potential.
    This episode was recorded on February 26, 2024.

    • 25 min
    Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities

    Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities

    What do recent bank earnings mean for Canada’s economy? In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the latest market trends, the state of the Canadian and US consumer, and insights on Chinese equities. Lesley highlights Bitcoin’s recent momentum and its potential as a sentiment indicator for the broader market. Finally, Lesley provides a thoughtful outlook for 2024, emphasizing the continued resilience of the US economy, the enduring trend of AI, and the potential risks and opportunities in the current interest rate environment.
    This episode was recorded on March 1, 2024.

    • 24 min
    James Morrison – Investing Is a Marathon, Not a Sprint

    James Morrison – Investing Is a Marathon, Not a Sprint

    For over 30 years, the Mackenzie Ivy Team has established itself as one of the most time-tested defensive strategies, helping investors reach their long-term goals. On this episode, James Morrison, Vice President and Lead Portfolio Manager on the Mackenzie Ivy Canadian Team, explains his team’s strategy, focus on downside protection, and how managing the emotional aspects of investing can help clients succeed over time. He explores how the team builds conviction and the importance that corporate culture plays in their process.
    This episode was recorded on February 22, 2024.

    • 18 min
    Dustin Reid – Why Rate Cuts Aren’t Likely in March

    Dustin Reid – Why Rate Cuts Aren’t Likely in March

    Are all bets off for the Fed to begin cutting rates in March? In this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discuss the Fed’s first meeting of the year and its implications for inflation and the U.S. economy. Despite the Fed’s dovish tone in December, Dustin analyzes the Fed’s shift to a neutral stance with a focus on inflation and why a rate a cut in March appears unlikely.
    This episode was recorded on February 1, 2024.

    • 36 min
    Lesley Marks – Inflation, Interest Rates, and the Impact on Equities

    Lesley Marks – Inflation, Interest Rates, and the Impact on Equities

    What do the first four weeks of 2024 tell us about the year to come? Lesley Marks, Chief Investment Officer of Equities at Mackenzie Investments, provides her perspectives on the latest Bank of Canada decision and Monetary Policy Report, and discusses her outlook for the global economy as we progress through the year. Lesley also explains how recent data suggests a favourable environment for equities and why companies with durable growth are faring well over economically sensitive companies.
    This episode was recorded on January 26, 2024.

    • 25 min

Customer Reviews

4.9 out of 5
65 Ratings

65 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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