The Invested

Mackenzie Investments
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  • UPDATED WEEKLY
The Invested

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.

  1. Jules Boudreau – The Trump Trade and US Small Caps

    2 DAYS AGO

    Jules Boudreau – The Trump Trade and US Small Caps

    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 explores the challenges facing the Canadian economy. Further reading: - The narrow window for small caps This episode was recorded on November 15, 2024.

    28 min
  2. Adam Gofton – The Ivy Approach to Long-Term Investing

    NOV 12

    Adam Gofton – The Ivy Approach to Long-Term Investing

    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 investing in high-quality companies that can perform well across different environments. This episode was recorded on October 31, 2024.

    29 min
  3. Dustin Reid – Market Reactions to US Election Results

    NOV 8

    Dustin Reid – Market Reactions to US Election Results

    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 November 8, 2024.

    35 min
  4. Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision

    OCT 24

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

    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 of the US election may influence market behaviour and various asset classes. This episode was recorded on October 23, 2024.

    29 min
  5. ETFs Explained: Debunking Common Myths and Misconceptions

    OCT 23

    ETFs Explained: Debunking Common Myths and Misconceptions

    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.

    27 min
  6. Shah Khan – The Bluewater Approach: Investing in Durable Growth

    OCT 9

    Shah Khan – The Bluewater Approach: Investing in Durable Growth

    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.

    23 min
  7. Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision

    SEPT 20

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

    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 decisions. Lastly, Dustin touches on the upcoming US presidential election and its potential impact on economic policies, particularly regarding immigration and labour market dynamics. This episode was recorded on September 19, 2024.

    45 min
  8. Navigating Market Uncertainty With Low Volatility ETFs

    SEPT 17

    Navigating Market Uncertainty With Low Volatility ETFs

    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 Mackenzie’s suite of low volatility ETFs. Lastly, Prerna and Nicholas share advice on how advisors can discuss low volatility ETFs with their clients. This episode was recorded on September 5, 2024.

    19 min
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4.9
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66 Ratings

About

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.

Information

  • Channel
    Mackenzie Investments
  • Creator
    Mackenzie Investments
  • Years Active
    2019 - 2024
  • Episodes
    200
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The Invested

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