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2024-11-27

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.

2024-11-27

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34 min
2024-09-13

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.

2024-09-13

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24 min
2025-05-02

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.

2025-05-02

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34 min
2025-02-14

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.

2025-02-14

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27 min
2024-11-18

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.

2024-11-18

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28 min
2024-11-12

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.

2024-11-12

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29 min
2024-12-19

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.

2024-12-19

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42 min
2022-03-30

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.

2022-03-30

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26 min
2024-05-03

Dustin Reid – Will the BoC Be the First To Cut?

Is the Bank of Canada hinting at a rate cut in June, even as the Fed adopts a more hawkish stance? On this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discuss the implications of the Fed’s latest meeting and its unexpected adjustments to their quantitative tightening program. Given the unique economic pressures in contrast to the US, Dustin explores the possibility of the BoC to begin cutting rates in June. This episode was recorded on May 2, 2024.

2024-05-03

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32 min
2022-06-16

Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations

In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they explore the recent fed decisions to raise interest points by 75 basis points, what’s happening in Europe and Japan, and how all these affect the portfolio. Learn by Key Topics: (0:56) Thoughts on Inflation and Yesterday's Fed Meeting (5:36) Correlation of Long-term Inflation Expectations and Headline CPI (9:47) Views on a Potential Recession (Labour Market, Consumer Demand, etc.) (15:05) European Central Bank and Views on Europe (19:50) Views on Inflation in Japan and Bank of Japan (26:25) U.S. Treasuries and Outlook on Inflation 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

2022-06-16

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31 min

Stay on top of the latest developments and market trends shaping today’s economy.

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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

Dustin Reid – Will the BoC Be the First To Cut?

Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations

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