Mackenzie Investments

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채널 • 2개의 프로그램

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6월 25일

What Investors Need to Know About Private Credit Right Now

The private credit headlines of late 2025 spooked some retail investors — but were they telling the full story? Dustin Reid sits down with Northleaf Vice Chair James Cowan to break down what went wrong and why institutional investors kept putting money in. Then, Prerna Mathews joins the conversation to unpack what it means for advisors and their clients. From the "four T's" of manager selection to sectors positioned for long-term growth, this is a practical conversation for any investor navigating private markets right now.

6월 25일

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32분
2025. 11. 27.

Brent Donnelly – Alpha in practice: How he reads markets and manages risk

Brent Donnelly of Spectra Markets and author of Alpha Trader joins Dustin Reid to unpack how market narratives form, shift, and ultimately drive price action across global macro. He shares practical insight into managing confirmation bias, curating information flow, and staying agnostic in fast-moving markets. Brent also discusses how he uses technical analysis as a risk-management tool rather than a signal generator. The conversation closes with his outlook on major FX pairs, including Canada and Japan, as we head into 2026. This episode was recorded on November 25, 2025.

2025. 11. 27.

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37분
5월 29일

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.

5월 29일

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34분
5월 5일

A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks

Marko Papic, Chief Strategist at BCA Research, joins host Dustin Reid to unpack why oil and energy markets have reacted differently than broader global equities. He explores what geopolitical tensions, sticky inflation, and the AI capex boom could mean for markets. Later, co-host Prerna Mathews joins in to discuss the implications for advisors building resilient portfolios.

5월 5일

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30분
2024. 03. 11.

Jason Daw – BoC and Fed Easing Cycle: Market Implications and Dynamics

While central bankers are confident in achieving a soft-landing scenario, when can we reasonably expect rates to begin to ease? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Jason Daw, Head of North American Rates Strategy at RBC Capital Markets to discuss recent inflation metrics, the labour market, and the potential timing and sequencing of rate cuts from the Bank of Canada and the Fed. This episode was recorded on March 6, 2024.

2024. 03. 11.

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33분
6월 18일

The Fed turns hawkish: What Chair Warsh's first meeting means for markets

In this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the recent FOMC meeting — the first led by new Federal Reserve Chair Kevin Warsh. Dustin explains why the Fed's hawkish message caught markets off guard, including growing support for rate hikes and a renewed focus on inflation. He also explores how investors reacted across bonds, equities, currencies and credit markets, and what the Fed's evolving communication strategy could mean for volatility and portfolio positioning in the months ahead. This episode was recorded on June 17, 2026.

6월 18일

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13분
5월 1일

Higher for longer takes hold

In this episode, Dustin Reid breaks down the latest Fed and Bank of Canada decisions and what’s driving markets right now. He explores how higher energy prices are feeding into inflation expectations, pushing yields higher and complicating the rate outlook. You’ll hear what’s behind the move in oil and how shifting inflation signals are influencing central bank decisions. Listen now for clear, practical insights to support client discussions on rates, risk and portfolio positioning.

5월 1일

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21분
6월 1일

Value's moment: Canada, tariffs, and the case for stock picking

Richard Wong, lead portfolio manager and head of Mackenzie's Cundill boutique, joins host Rajan Bansi to discuss why value has quietly outperformed growth in 2026, and why that trend has staying power.

6월 1일

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21분
4월 21일

Finding value beyond concentrated markets

Rajan Bansi speaks with Cory Martin, CEO and Portfolio Manager at Barrow Hanley Global Investors, to unpack why value looks compelling through a global lens. They explore how concentrated markets and wider valuation gaps have changed the conversation, why non-US markets often offer active managers more room to deliver returns and what sets Barrow Hanley’s traditional value approach apart. This episode was recorded on April 16, 2026.

4월 21일

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19분
5월 19일

Understanding the K-shaped economy: an equity perspective for advisors

Corporate earnings and stock performance are not moving uniformly — and the divide is worth understanding. Lesley Marks, CIO at Mackenzie Investments, joins host Rajan Bansi to walk through why AI infrastructure companies have had a markedly different experience than sectors like airlines and traditional software, and what it may mean that bond markets appear to be pricing in a different outlook than equities. Thoughtful context to help advisors frame today's market for their clients. Episode recorded May 15, 2026.

5월 19일

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22분

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

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Mackenzie Investments

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What Investors Need to Know About Private Credit Right Now

Brent Donnelly – Alpha in practice: How he reads markets and manages risk

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

A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks

Jason Daw – BoC and Fed Easing Cycle: Market Implications and Dynamics

The Fed turns hawkish: What Chair Warsh's first meeting means for markets

Higher for longer takes hold

Value's moment: Canada, tariffs, and the case for stock picking

Finding value beyond concentrated markets

Understanding the K-shaped economy: an equity perspective for advisors

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Mackenzie Investments

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