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Mackenzie Investments
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What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.

  1. 2026 ETF Outlook: The shifts you can’t ignore

    5D AGO

    2026 ETF Outlook: The shifts you can’t ignore

    Host Rajan Bansi sits down with Prerna Mathews to unpack the 2026 ETF Outlook and the shifts shaping portfolio construction: why active ETFs are gaining momentum, how systematic building blocks are moving into the core, and where alternatives in ETF form may fit. Listen now to sharpen your next client conversation.  For more insights and perspectives, download our 2026 ETF Outlook.  This episode was recorded on February 23, 2026.

    22 min
  2. Canada’s bond reality check and what it may signal for global rates

    FEB 11

    Canada’s bond reality check and what it may signal for global rates

    Why is Mackenzie’s fixed-income team more dovish than the market on Bank of Canada cuts? Host Rajan Bansi sits down with Konstantin Boehmer to unpack Canada’s setup, Fed independence, and what rate paths could mean for portfolios through 2026. Tune in for client-ready talking points, and a practical way to frame diverging central banks in global portfolios.  This episode was recorded on February 9, 2026.

    22 min
  3. Rates held, markets moved. What advisors need to know

    JAN 30

    Rates held, markets moved. What advisors need to know

    The Fed held rates steady, and the markets moved anyway. Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments unpacks what shifted, what investors may be underestimating, and the key portfolio implications advisors should be ready to explain.  This episode was recorded on January 29, 2026.

    18 min
  4. Resources in a multipolar world

    JAN 22

    Resources in a multipolar world

    Greenland. Venezuela. The Panama Canal. Are these really “resource stories”, or something bigger? Host Rajan Bansi sits down with Benoit Gervais, head of Mackenzie’s Resource Boutique, to unpack how energy flows, critical chokepoints, and shifting alliances are reshaping the resource backdrop that’s moving headlines to allocations. Listen for the context you need for your next client conversation.  For more insights Mackenzie’s Resource Boutique, click here. This episode was recorded on January 21, 2026.

    21 min
  5. Beyond smart beta: Building better income with Systematic Strategies

    12/18/2025

    Beyond smart beta: Building better income with Systematic Strategies

    In this episode, Michael Kapler, Portfolio Manager on Mackenzie’s Multi-Asset Strategies Team discusses how modern data, computing power, and disciplined modelling have transformed systematic investing—and what that means for constructing stronger income solutions. He walks through how high-dividend ETFs using covered calls and leverage generate diversified cash flows while balancing risk, transparency, and downside protection.  This episode was recorded on December 8, 2025.

    19 min
  6. The next Fed chair and the market’s blind spot

    12/15/2025

    The next Fed chair and the market’s blind spot

    In this episode, Dustin Reid, Chief Fixed Income Strategist, unpacks the Fed’s dilemma of hot inflation and cooling labour markets, the implications of a potential Kevin Hassett Fed chair, and how policy risk could ripple across bonds, equities and currencies. He also lays out why Canada’s growth drivers are weakening and why the first half of 2026 may deliver very different outcomes for the US, Canada, and global markets.  This episode was recorded on Dec 11, 2025.

    37 min
  7. 2026 Market Outlook with Lesley Marks and Steve Locke

    12/10/2025

    2026 Market Outlook with Lesley Marks and Steve Locke

    In this episode, Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, break down Mackenzie’s 2026 Market Outlook and explain why investors will need both resilience and discipline in the year ahead. They unpack the path of interest rates as central banks balance softer growth with sticky inflation, why earnings—not multiples—will drive equity returns, and how fiscal stimulus and capital investment could reshape opportunities across regions. The conversation also highlights where risks may be hiding beneath the surface and how diversification beyond US large caps can strengthen portfolios going into 2026.  For more insights and perspectives, download our 2026 Market Outlook. This episode was recorded on December 8, 2025.

    37 min
  8. Driving in fog: Central banks navigate uncertain data

    11/24/2025

    Driving in fog: Central banks navigate uncertain data

    In this episode, Dustin Reid, Chief Fixed Income Strategist, unpacks diverging views at the Fed, Canada’s steady hand on rates, and Japan’s rising fiscal risks. Dustin shares how his team is positioning portfolios amid “thickening fog” in the data, why he expects the Fed to hold in December, and where he still finds value in short-term Canadian bonds and emerging markets.  This episode was recorded on November 20, 2025.

    35 min
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About

What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.

Information

  • Channel
    Mackenzie Investments
  • Creator
    Mackenzie Investments
  • Years Active
    2019 - 2026
  • Episodes
    200
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The Invested

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