Mackenzie Investments

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Канал • Подкастов: 2

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25 июн.

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.

25 июн.

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32 мин.
29 мая

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 мая

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34 мин.
27.11.2025

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.

27.11.2025

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37 мин.
11.03.2024

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.

11.03.2024

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33 мин.
5 мая

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.

5 мая

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30 мин.
1 мая

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.

1 мая

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21 мин.
1 июн.

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.

1 июн.

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21 мин.
18 июн.

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.

18 июн.

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13 мин.
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 мин.
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 мин.

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Mackenzie Investments

Популярные подкасты

What Investors Need to Know About Private Credit Right Now

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

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

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

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

Higher for longer takes hold

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

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

Benoit Gervais – Generating Alpha Within the Resource Sector

Aluminum and Steel Tariffs: What Lies Ahead?

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Mackenzie Investments

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