Shows / The Invested
The Invested
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.
Episodes
The InvestedAre more rate hikes ahead? What the BoC and Fed are signalling.
The Bank of Canada raised rates in October while the Federal Reserve held steady, but the decisions tell different stories about the outlook for inflation and…
- The Invested
Why gold, why now? Inside the new MGEG.
Where does gold fit in a portfolio? Rajan Bansi joins guest host Prerna Mathews to unpack why gold is back in focus, its role as a monetary asset and portfolio…
- The Invested
The Fed re-engages as market risks build
The Federal Reserve raised rates in September, but monetary policy is only part of the bond market story. Dustin Reid explains what the Fed’s latest outlook…
- The Invested
The Bank of Canada interest rate stayed put - the outlook didn't
The Bank of Canada held rates in September, but its tone changed. Dustin Reid explains why rate cuts may be less likely now than previously expected, what’s…
The InvestedInside Our Partnership: A Conversation with China AMC's Chief Investment Officer on China's Tech-Driven Future
Rajan Bansi sits down with Richard Pan, Chief Investment Officer of China AMC — Mackenzie's strategic partner in China — to explore why global investors are…
- The Invested
Mid-Year Market Outlook with Lesley Marks: Rates, Earnings, and AI
Dustin Reid, Chief Fixed Income Strategist, sits down with Lesley Marks, Chief Investment Officer of Equities, to explore Mackenzie’s outlook for the second…
- The Invested
Fed Holds Rates as Inflation Concerns Grow
The U.S. Federal Reserve held interest rates steady yesterday at its July meeting, raising questions about its approach to persistent inflation. In this…
- The Invested
Bank of Canada Holds as Tail Risks Recede: What We Expect Next
Bank of Canada Holds: Inflation, Oil and the Rate Outlook Dustin Reid examines the Bank of Canada’s July rate decision, shifting expectations for Canadian…
- The Invested
Making sense of Private Credit: A powerful tool for fixed income portfolios
David Ross, Global Head of Private Credit at Northleaf Capital Partners, joins host Rajan Bansi to break down one of the fastest-growing corners of the…
- The Invested
The Fed turns hawkish: What Chair Warsh's first meeting means for markets
In this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the recent FOMC meeting — the first led by new Federal Reserve Chair Kevin Warsh…
- The Invested
The Bank of Canada Holds Steady as Global Volatility Builds
Dustin Reid discusses the Bank of Canada's rate hold, the outlook for markets and inflation, and why he believes Canadian rate cuts remain possible later this…
- The Invested
Value's moment: Canada, tariffs, and the case for stock picking
Richard Wong, lead portfolio manager and head of Mackenzie's Cundill boutique, joins host Rajan Bansi to discuss why value has quietly outperformed growth in…
- The Invested
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…
- The Invested
Higher for longer takes hold
In this episode, Dustin Reid breaks down the latest Fed and Bank of Canada decisions and what’s driving markets right now. He explores how higher energy prices…
- The Invested
Building resilience through volatility
In this episode, Rajan Bansi speaks with Katherine Owen about why full defence is not the only response to volatility. They unpack market rotations, the return…
- The Invested
Finding value beyond concentrated markets
Rajan Bansi speaks with Cory Martin, CEO and Portfolio Manager at Barrow Hanley Global Investors, to unpack why value looks compelling through a global lens…
- The Invested
The new phase of the energy transition
Rajan Bansi sits down with John Cook to unpack how energy security is pushing countries to rethink infrastructure and long-term strategy. With electricity…
- The Invested
Canada beyond the value label
Rajan Bansi sits down with Tim Johal to cut through the geopolitical noise and discuss why Canada deserves a closer look from investors. From offering cheaper…
- The Invested
When global tension hits home
Dustin Reid explains how a market shock can move from geopolitical tension abroad to tougher choices at home. He explores what higher energy prices could mean…
- The Invested
Energy sovereignty is reshaping how markets price risk
Prolonged conflict can leave a lasting mark on how markets assess energy risk. Host Rajan Bansi sits down with Benoit Gervais, head of the Mackenzie Resource…
- The Invested
Beyond the black box: How modern quant really works
Host Rajan Bansi sits down with Arup Datta, Head of Mackenzie’s Global Quantitative Equity Team, to demystify modern quantitative investing, and why its edge…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
Central banks at a crossroads
In this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the latest rate cuts from the Federal Reserve and the Bank of Canada—and what they…
- The Invested
Turning emotion into investment discipline
In this episode, Gleb Sivitsky, Portfolio Manager on Mackenzie's Multi-Asset Strategies Team, discusses how thoughtful portfolio construction can help…
- The Invested
Opportunities beyond the Magnificent Seven
In this episode, Katherine Owen, Portfolio Manager with Mackenzie’s Global Equity & Income Team, shares her perspective on navigating today’s complex market…
- The Invested
Concentration Risk 2.0
In this episode, Laurent Boukobza, ETF Strategist at Mackenzie Investments, explains why diversification is more important than ever. He explores ETF…
- The Invested
What the Fed and BoC Cuts Mean for Markets
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the 25 basis point rate cuts from both the Fed and Bank of Canada – highlighting Fed…
- The Invested
Inside Private Credit: Growth, Resilience, and Opportunity
In this episode, David Ross, Managing Director and Head of Private Credit at Northleaf Capital Partners, unpacks the structural shifts driving private credit's…
- The Invested
From Rotation to Precision: Redefining Sector Strategies
In this episode, Michael Williamson, Portfolio Manager of the Multi-Asset Strategies Team, explores why traditional sector rotation may no longer fit today’s…
- The Invested
September Rate Cut: Is the Fed Eyeing 50?
In this episode, Dustin Reid, Chief Fixed Income Strategist, shares his insights on two key macro developments that could reshape the Fed’s policy trajectory…
- The Invested
Equity Market Resilience: How Long Can It Hold?
In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the equity market's surprising resilience, driven by strong corporate earnings…
- The Invested
Fed and BOC Hold Rates: Parsing Policy and Market Signals
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Fed's decision to hold rates, emphasizing Chair Powell's unexpectedly hawkish tone…
- The Invested
Building Resilient Liquidity Sleeves with ETFs
In this episode, Matt Goodwin, Head of Fixed Income Product Strategy, discusses how advisors can navigate persistent market volatility through strategic use of…
- The Invested
All-Weather Alpha: The GQE Approach
In this episode, Arup Datta, Head of the Mackenzie Global Quantitative Equity Team, discusses the newly launched US Alpha Extension fund and Canada-focused…
- The Invested
Fixed Income Perspectives: Summer Outlook on Rates, Risk, and Policy
In this episode, Konstantin Boehmer, Portfolio Manager and Head of Fixed Income, shares his outlook on central bank policy heading into the summer. He…
- The Invested
Next-Gen ETF Strategies: Income, Global Diversification & Tactical Opportunity
In this episode, Laurent Boukobza, ETF Strategist at Mackenzie Investments, discusses how covered call and active international equity ETFs are being used to…
- The Invested
Hold the Line: Fed and Fiscal Developments
In this episode, Dustin Reid, Chief Fixed Income Strategist, provides a timely analysis of recent US fiscal and monetary policy developments. Dustin examines…
- The Invested
Staying Disciplined in a Momentum-Driven Market
In this episode, Shah Khan, Portfolio Manager and Co-Lead of the Mackenzie Bluewater Team, discusses the implications of market concentration in US mega-cap…
- The Invested
Truces, Tariffs, and Trade Tensions: What’s the Path Forward?
In this episode, Lesley Marks, Chief Investment Officer, unpacks the latest developments in US-China trade relations and offers her perspective on the progress…
- The Invested
Beyond the MER: Unpacking the Costs of ETF Trading
ETF investing involves far more than just the MER. In this episode, Markus Otema, Executive Director at CIBC Capital Markets, discusses the often-overlooked…
- The Invested
The Case for Value: A Deep Dive into Mackenzie US Value Fund
In this episode, Caroline Edwards, Senior Client Portfolio Manager at Putnam Investments, offers a comprehensive overview of the newly launched Mackenzie US…
- The Invested
Investing in Quality: How the Ivy Team Finds Strength in Stability
In this episode, Matt Moody, Portfolio Manager and Head of the Mackenzie Ivy Team, shares how the team has been navigating today’s volatile markets with a…
- The Invested
FOMC, Tariffs, and Carney’s White House Visit
In this episode, Dustin Reid, Chief Fixed Income Strategist, provides his key takeaways from the latest FOMC meeting, offering insights into the Fed's stance…
- The Invested
The Resilience of Canadian Equities: Opportunities and Challenges
In this episode, Will Aldridge, Portfolio Manager and co-lead of the North American Equity and Income Team, and Tim Johal, lead portfolio manager of the…
- The Invested
Searching for Value in Volatile Markets
In this episode, Richard Wong, Portfolio Manager and Lead of the Mackenzie Cundill Team, discusses how higher interest rates and persistent inflation could…
- The Invested
Mixed Signals: Trade Wars & The Fed
In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the recent tensions between President Trump and Federal Reserve Chair Jerome…
- The Invested
Active ETFs on the Rise: What's Driving the Momentum in Canada?
In this episode, Tiffany Zhang, Vice President of ETFs and Financial Products Research at National Bank Financial, explores key trends in the ETF markets in…
- The Invested
Trade Tension and Tariffs: Are We Headed Towards Stagflation?
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the current market volatility driven by trade tensions, tariffs, and changing economic…
- The Invested
How Advisors Can Support with Tax Planning, Intergenerational Wealth Transfer, and Strategic Philanthropy
Tax season is upon us, and with it comes a slew of changes and challenges. In this episode, Tim Brisibe, Head of Mackenzie's Tax and Estate Team, covers a…
- The Invested
The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs
In this episode, Katherine Owen, Vice President and Portfolio Manager on the Mackenzie Global Equity & Income Team, discusses the team's portfolio construction…
- The Invested
Small but Mighty: Growth Opportunities in US Small and Mid-Cap Companies
In this episode, Phil Taller, Portfolio Manager and Lead on the Mackenzie Growth Team, discusses the impacts of rising trade barriers and tariffs, and why now…
- The Invested
Global Economic Uncertainty Abounds
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Federal Reserve's shift towards a more uncertain economic outlook, highlighting…
- The Invested
Understanding Floating Rate Loans, CLOs, and ETFs
In this episode, Movin Mokbel, VP and Portfolio Manager on the Mackenzie Fixed Income Team, explores the growing investor appeal of floating rate loans. He…