The Invested

Mackenzie Investments
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The Invested

Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.

  1. Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision

    SEP 20

    Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision

    Investors widely expected a rate cut from the Fed, but the bold decision to lower interest rates by 50 basis points took many by surprise. In this episode, Dustin Reid, Chief Fixed Income Strategist, delves into the Fed’s first rate cut decision since 2020, its future outlook, and how it could affect other central banks worldwide. Dustin also examines recent Canadian inflation data, highlighting signs of economic weakness compared to the US, and how this might influence the Bank of Canada’s future decisions. Lastly, Dustin touches on the upcoming US presidential election and its potential impact on economic policies, particularly regarding immigration and labour market dynamics. This episode was recorded on September 19, 2024.

    45 min
  2. Navigating Market Uncertainty With Low Volatility ETFs

    SEP 17

    Navigating Market Uncertainty With Low Volatility ETFs

    In times of heightened market uncertainty, low volatility ETFs have increased in popularity. But can they help advisors manage risk without sacrificing their clients’ equity exposure? In this episode, Prerna Mathews, VP of ETF Product Strategy, and Nicholas Tham, Portfolio Manager on Mackenzie’s Global Quantitative Equity Team, explore the concept of low volatility ETFs, their performance, and common misconceptions. Nicholas highlights the team’s unique approach and investment process behind Mackenzie’s suite of low volatility ETFs. Lastly, Prerna and Nicholas share advice on how advisors can discuss low volatility ETFs with their clients. Further reading: - Low volatility ETFS: Ride out volatility without missing out This episode was recorded on September 5, 2024.

    19 min
  3. Benoit Gervais – Generating Alpha Within the Resource Sector

    SEP 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.

    24 min
  4. Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends

    SEP 10

    Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends

    In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the latest US non-farm payroll report, unpacking its mixed results and the implications for the Fed’s upcoming moves. Lesley also examines the Bank of Canada’s recent 25 basis point cut, exploring how it fits within the broader Canadian economic landscape. Lastly, Lesley previews the upcoming US presidential debate, offering insights on key economic policies to watch for. This episode was recorded on September 9, 2024.

    21 min
  5. Dustin Reid – Making Sense of Market Volatility

    AUG 15

    Dustin Reid – Making Sense of Market Volatility

    On this episode, Dustin Reid, Chief Fixed Income Strategist, analyzes the latest US CPI and PPI data, shedding light on the current state of inflation and its potential impact on the Fed’s decisions for the remainder of the year. Dustin shares his insights on the recent surge in market volatility, examining both technical factors and fundamental concerns. Additionally, Dustin discusses the Bank of Canada’s rate cut trajectory and highlights his team’s recent portfolio trades. This episode was recorded on August 14, 2024.

    40 min
  6. Optimizing Portfolio Construction with ETFs

    AUG 14

    Optimizing Portfolio Construction with ETFs

    On this episode, Prerna Mathews, VP of ETF Product Strategy, and Luc Lafleur, AVP of Portfolio Construction at Mackenzie Investments, share their insights on how advisors can optimize portfolio construction with ETFs and how ETFs can contribute to running efficient advisory practices. Prerna and Luc explore the impact of global economic drivers on portfolio strategies and the importance of aligning strategic asset allocation with investment goals. Prerna and Luc also discuss active and passive investing, how to avoid common portfolio construction mistakes, and the versatility of ETFs in both strategic and tactical allocations. Further Reading: - How advisors can fight behavioural biases with ETFs - Your step-by-step guide to active ETF due diligence This episode was recorded on July 26, 2024.

    15 min
  7. Dustin Reid – Will the Fed Cut Rates in September?

    AUG 2

    Dustin Reid – Will the Fed Cut Rates in September?

    Although the market did not anticipate a rate cut, early indications suggest the Fed is leaning towards cutting rates in September. On this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the recent Fed meeting, analyzing the Fed’s forward guidance and the likelihood of upcoming rate cuts. Dustin also highlights key Canadian economic data and potential further rate cuts by the BoC, updates from the Bank of Japan, and insights on the US election’s potential impacts on market volatility. This episode was recorded on August 1, 2024.

    39 min
  8. Lesley Marks – The Bank of Canada Cuts Rates Again

    JUL 29

    Lesley Marks – The Bank of Canada Cuts Rates Again

    On this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the Bank of Canada’s latest rate cut decision, explores the driving factors behind monetary policy and its implications for the Canadian economy. Lesley also offers her insights on the commodity market, highlighting how copper is poised for growth and its crucial role in the energy transition and AI infrastructure. This episode was recorded on July 26, 2024.

    30 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.

Information

  • Channel
    Mackenzie Investments
  • Creator
    Mackenzie Investments
  • Years Active
    2019 - 2024
  • Episodes
    199
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The Invested

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