Mackenzie Investments

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29 mei

Everyone's talking Hormuz, but here's what they're missing

The Strait of Hormuz is dominating financial headlines but screen prices are telling a different story. Dr. Amrita Sen of Energy Aspects joins host Dustin Reid to explain why physical cargo markets are trading ten to fifty dollars above published crude benchmarks, what that divergence means for gasoline, diesel, jet fuel, and LNG, and why a reopening of the strait would not restore flows anywhere near pre-conflict levels. Dustin and Prerna Mathews close with the portfolio implications: real assets, inflation-linked bonds, and a higher-for-longer rate environment well into 2027.

29 mei

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34 min.
07-04-2025

The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs

In this episode, Katherine Owen, Vice President and Portfolio Manager on the Mackenzie Global Equity & Income Team, discusses the team's portfolio construction process amidst President Trump's turbulent tariff policy. Katherine explains the importance of pricing power and diversification across sectors, regions, and styles in the companies the team invests in. She also discusses how these factors have influenced the team's portfolio positioning, including exposure to defensive sectors. Katherine also shares two examples from the "Dividend Dream Team" that illustrate the team's investment process. This episode was recorded on April 1, 2025.

07-04-2025

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29 min.
27-11-2024

Dr. Larry Hatheway – Is the Fed’s Independence at Risk?

The Fed’s existence is rooted in congressional legislation but are there enough legal guardrails to prevent encroachment by the executive branch? In this episode, Dr. Larry Hatheway, Founder of HarbourAdvisors, explores how the Republican Party’s consolidation of power may reshape how the Fed operates. Dr. Hatheway discusses the potential for increased government oversight, the possibility of the White House influencing monetary policy, and what this could mean for inflation and market volatility. This episode was recorded on November 22, 2024.

27-11-2024

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34 min.
13-09-2024

Benoit Gervais – Generating Alpha Within the Resource Sector

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.

13-09-2024

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24 min.
02-05-2025

Frank McKenna – Canadian Federal Election Aftermath: A Strong Minority?

In this episode, Frank McKenna, Deputy Chair at TD Securities and former Canadian ambassador to the US, shares his insights on the outcome of the Canadian federal election, what it means for Prime Minister Carney, and potential implications for financial markets. He explores how external factors shaped Canadians' demand for decisive leadership and how Prime Minister Carney can govern assertively with a strong minority government. Frank also discusses the fiscal challenges facing the new government and potential economic implications moving forward. This episode was recorded on April 29, 2025.

02-05-2025

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34 min.
14-02-2025

Aluminum and Steel Tariffs: What Lies Ahead?

In this episode, Lesley Marks, Chief Investment Officer of Equities, unpacks the potential long-term impacts of President Trump's tariffs on aluminum and steel imports. While the market response has been muted, Lesley cautions that these tariffs could lead to increased costs and chaos, particularly in the automotive industry. Lesley also explores the recent strength of the Canadian dollar, explaining the factors behind its rally. Additionally, Lesley highlights the strong performance of Canadian, European, and Hong Kong equities compared to US equities this year. This episode was recorded on February 13, 2025.

14-02-2025

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27 min.
18-11-2024

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.

18-11-2024

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28 min.
12-11-2024

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.

12-11-2024

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29 min.
19-12-2024

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

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 in government leadership and ongoing trade tensions, and their influence on market behavior. This episode was recorded on December 19, 2024.

19-12-2024

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42 min.
30-03-2022

Benoit Gervais on energy and achieving climate change goals

In this episode, Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore energy security in light of the Russia/Ukraine conflict, onshoring, and infrastructure. They also discuss how we can achieve our climate change goals.

30-03-2022

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26 min.

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Mackenzie Investments

Topprogramma’s

Everyone's talking Hormuz, but here's what they're missing

The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs

Dr. Larry Hatheway – Is the Fed’s Independence at Risk?

Benoit Gervais – Generating Alpha Within the Resource Sector

Frank McKenna – Canadian Federal Election Aftermath: A Strong Minority?

Aluminum and Steel Tariffs: What Lies Ahead?

Jules Boudreau – The Trump Trade and US Small Caps

Adam Gofton – The Ivy Approach to Long-Term Investing

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

Benoit Gervais on energy and achieving climate change goals

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