Understanding the K-shaped economy: an equity perspective for advisors
Corporate earnings and stock performance are not moving uniformly — and the divide is worth understanding. Lesley Marks, CIO at Mackenzie Investments, joins host Rajan Bansi to walk through why AI infrastructure companies have had a markedly different experience than sectors like airlines and traditional software, and what it may mean that bond markets appear to be pricing in a different outlook than equities. Thoughtful context to help advisors frame today's market for their clients.
Episode recorded May 15, 2026.
The skinny
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