Mackenzie Investments

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Canal • 2 programas

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27/11/2024

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.

27/11/2024

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34 min
18/08/2025

Tim Jones – Europe's Macro Outlook: Monetary Policy, Political Risks, and Fiscal Divide

In this episode, Tim Jones, Lead Policy Analyst at Medley Advisors, discusses the European Central Bank's rate outlook against a backdrop of shifting macro conditions and rising downside risks. He explores how currency moves and commodity prices could fuel disinflation, the fragility of services inflation, and what might trigger further policy easing. Tim also examines the EU's widening fiscal and political cracks within the EU, growing fiscal divergence between Germany and France, and the potential impacts of transatlantic relations with the US. Tim concludes with insights on European bond issuance and the structural shifts investors should watch for in the quarters ahead. This episode was recorded on August 13, 2025.

18/08/2025

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36 min
29/05/2023

Konstantin Boehmer on debt-for-nature swaps in emerging markets

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Konstantin Boehmer, SVP, Co-Lead of Mackenzie’s Fixed Income Team, Head of Global Macro, and Portfolio Manager. Together, they explore the topic of sustainable debt, specifically the momentum behind debt-for-nature swaps in emerging markets. Konstantin also discusses a unique bond opportunity in Ecuador that supports the conservation of the Galapagos Islands. 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.

29/05/2023

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32 min
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 min
21/11/2024

John Cook – The Energy Transition Outlook Post-US Election

Following the Republican electoral sweep, discussions have emerged about the effect the Trump administration may have on the clean energy sector – despite the US accounting for only a small percentage of the industry. On this episode, John Cook, Portfolio Manager and Co-Lead of the Mackenzie Greenchip Team, discusses the current state of the energy transition and clean tech investments, global opportunities, and how the incoming administration could affect environmental policies and investments. As a pioneer in environmental thematic investing, John believes the underlying drivers of the energy transition will remain unchanged. This episode was recorded on November 19, 2024.

21/11/2024

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25 min
18/11/2024

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.

18/11/2024

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28 min
12/11/2024

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.

12/11/2024

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29 min
19/12/2024

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.

19/12/2024

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42 min
30/03/2022

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.

30/03/2022

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26 min
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 min

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Mackenzie Investments

Top programas

Dr. Larry Hatheway – Is the Fed’s Independence at Risk?

Tim Jones – Europe's Macro Outlook: Monetary Policy, Political Risks, and Fiscal Divide

Konstantin Boehmer on debt-for-nature swaps in emerging markets

Aluminum and Steel Tariffs: What Lies Ahead?

John Cook – The Energy Transition Outlook Post-US Election

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

Benoit Gervais – Generating Alpha Within the Resource Sector

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