Lesley & Steve on our 2023 Outlook: The Blue Book

The Invested · Jan 4, 2023 · 55m

In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies. Together, they take a deeper dive into Mackenzie’s Blue Book, which provides a near-term outlook on what 2023 holds for investors. Learn by Key Topics: (0:58) Looking back at 2022 (3:44) The 3 Themes for 2023 (7:34) Outlook on recession (21:36) Recession & job markets (25:22) Outlook on China & global impacts (27:53) Recession in Europe (33:25) Thoughts on Equity Markets for 2023 (41:06) Views on Fixed Income for 2023 (47:11) Our confident and…