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 InvestedWeathering Market Volatility With a Quality-First Approach
In this episode, Hussein Sunderji, Portfolio Manager of the Mackenzie Ivy Foreign Equity Fund, discusses the Ivy Team's unique investing philosophy. Focusing…
The InvestedThe Potential Market Impact of Hot CPI and Universal Tariffs
In this episode, Dustin Reid, Chief Strategist for Fixed Income, discusses the ongoing volatile macro economic landscape in North America and Europe. Dustin…
- The Invested
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…
- The Invested
The Case for Low Volatility ETFs
In today’s unpredictable environment, understanding and managing market fluctuations is crucial for advisors and investors. In this episode, Haijie Chen…
- The Invested
Interest Rates, Inflation, and Tariffs: What the Latest Central Bank Meetings Mean for Investors
In this episode, Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discusses the recent decisions by the Bank of Canada and Federal Reserve…
- The Invested
Energy Emergency? Impacts of Trump’s Policies on Oil, Gas, and Natural Resources
In his first week in office, President Trump declared a national energy emergency, sparking debates about the acceleration of permitting for oil, gas, and…
- The Invested
The Half-life on Trump’s Tariff Headlines
In this episode, Dustin Reid, Chief Fixed Income Strategist, explores the potential implementation of tariffs under the new Trump administration and its…
- The Invested
Fixed Income Outlook and Opportunities for 2025
What are fixed income markets expect from a second Trump presidency? And where might investors find opportunities? In this episode, Konstantin Boehmer, Head of…
- The Invested
Special: 2025 ETF Outlook with Prerna Mathews
With the Canadian ETF market experiencing remarkable growth in 2024, trust and adoption of ETFs have surged among a diverse range of investors. Will this…
- The Invested
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…
- The Invested
Special: 2025 Market Outlook with Lesley Marks and Steve Locke
The sweeping Republican victory is expected to have potentially significant implications for geopolitical risk and trade flows, and for the outlook of various…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
Dustin Reid – Market Reactions to US Election Results
In this episode, Dustin Reid, Chief Fixed Income Strategist provides a comprehensive analysis of the potential economic and market impacts of President-elect…
- The Invested
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Bank of Canada’s decision to lower interest rates by 50 basis points and what…
- The Invested
ETFs Explained: Debunking Common Myths and Misconceptions
Are active ETFs really just ‘lite’ versions of mutual funds? In this episode, Prerna Mathews, VP of ETF Product Strategy, and Chad Wood, ETF Strategist at…
- The Invested
Shah Khan – The Bluewater Approach: Investing in Durable Growth
In this episode, Shah Khan, Portfolio Manager and Co-Lead of Mackenzie Bluewater Team, discusses the team’s unique approach to investing emphasizing the…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
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…
- The Invested
US Election 2024: Political Shifts and Market Impacts
On this special episode of Market Exchange, Dustin Reid, Chief Fixed Income Strategist, recaps the pivotal events leading to Vice President Kamala Harris’ rise…
- The Invested
Richard Wong – Value Investing: Why the Style Is Relevant in Today’s Market
Is value investing poised for a comeback in the current market environment? In this episode, Richard Wong, Portfolio Manager and Head of Mackenzie Cundill…
- The Invested
Dustin Reid – Analyzing the Latest CPI Report, US Elections, Upcoming BoC Decision
On this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the latest CPI data and its implications for the Fed’s monetary policy. Could this…
- The Invested
Inside Active ETFs: What’s Behind the Growth in Canada?
What are active ETFs and what is behind their growing popularity in Canada? On this episode, Prerna Mathews, VP of ETF Product Strategy, and Andres Rincon…
- The Invested
Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities
What has been causing the surprising upward trend in gold prices despite rising real rates? On this episode, Benoit Gervais, Portfolio Manager and Head of…
- The Invested
Dustin Reid – Market Reactions to CPI Report and Fed Decision
With CPI showing signs of easing, indications from the Fed reveal they aren’t in a rush to lower rates. On this episode, Dustin Reid, Chief Fixed Income…
- The Invested
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
The investment and economic water have smoothed over the last six months, yet market expectations of interest rate cuts were challenged by resilient growth and…
- The Invested
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut
What’s the significance of the Bank of Canada’s decision to cut interest rates and what could it mean for investors? On this episode, Dustin Reid, Chief Fixed…
- The Invested
Matt Moody – The Ivy Approach: Quality, Long-Term Sustainability, and Corporate Culture
For over 30 years, the Mackenzie Ivy Team has established itself as one of the most time-tested defensive strategies, focusing on quality, long-term…
- The Invested
Lesley Marks – Equity Market Performance and Policy Diversion
After a strong first quarter, equity markets experienced a pullback in April as odds of a forthcoming rate cut by the Fed seem unlikely. On this episode…
- The Invested
Dustin Reid – Will the BoC Be the First To Cut?
Is the Bank of Canada hinting at a rate cut in June, even as the Fed adopts a more hawkish stance? On this episode, Matthew Schnurr and Dustin Reid, Chief…
- The Invested
Special: Exploring the Opportunities in the Energy Transition
Generational investment opportunities rarely arise, but that’s exactly what’s happening in the push toward net zero. On this special Earth Day episode, John…
- The Invested
Lesley Marks – Evaluating Geopolitical Risks in the Middle East
How have markets reacted to recent escalations in the conflict in the Middle East? On this episode, Lesley Marks, Chief Investment Officer of Equities…
- The Invested
Dustin Reid – Hotter Than Expected Inflation: Is It Here To Stay?
After a hotter than expected CPI print, are all bets off for an interest rate cut in June? On this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income…
- The Invested
Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund
On this episode, Arup Datta, Senior Vice President and Head of Mackenzie’s Global Quantitative Equity Team, discusses his team’s approach to quantitative…
- The Invested
Dustin Reid – Key Takeaways From the Fed’s March Meeting
As core inflation remains above the Fed’s 2% target, three interest rate cuts are still projected for this year, consistent with central bankers’ lower rate…
- The Invested
Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook
As a potential rematch between President Joe Biden and former President Donald Trump becomes more and more likely, what implications could this have in the…
- The Invested
Darren McKiernan – How We Build a “Dream Team” Portfolio
When it comes to portfolio construction, identifying companies with sustainable competitive advantages, or moats, can help drive long-term returns. On this…
- The Invested
Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities
What do recent bank earnings mean for Canada’s economy? In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the latest market…
- The Invested
James Morrison – Investing Is a Marathon, Not a Sprint
For over 30 years, the Mackenzie Ivy Team has established itself as one of the most time-tested defensive strategies, helping investors reach their long-term…
- The Invested
Dustin Reid – Why Rate Cuts Aren’t Likely in March
Are all bets off for the Fed to begin cutting rates in March? In this episode, Matthew Schnurr and Dustin Reid, Chief Fixed Income Strategist at Mackenzie…
- The Invested
Lesley Marks – Inflation, Interest Rates, and the Impact on Equities
What do the first four weeks of 2024 tell us about the year to come? Lesley Marks, Chief Investment Officer of Equities at Mackenzie Investments, provides her…
- The Invested
Prerna Mathews & Laurent Boukobza – Is Cash Still King?
With predicted rate cuts potentially looming around the corner, should investors rethink their cash allocation? In our first episode of 2024, join host Matthew…
- The Invested
Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors
In our final episode of the year, join host Matthew Schnurr as he welcomes Andrew Vasila, Senior Investment Analyst on the Mackenzie Fixed Income Team, and…
- The Invested
Dustin Reid – Unpacking the Fed’s Dovish Tone
In this episode, join host Matthew Schnurr as he welcomes Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, to discuss the dovish…
- The Invested
Special: 2024 Market Outlook with Lesley Marks and Steve Locke
The investment and economic environments have changed over the last 12 months. And elevated risks suggest that “safety first” is a good investment motto for…
- The Invested
Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets
In this episode, join host Matthew Schnurr and his guest Konstantin Boehmer, SVP, Portfolio Manager and Co-Lead of Mackenzie’s Fixed Income team, for a review…
- The Invested
Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
In this episode, join host Matthew Schnurr as he welcomes Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource team, to discuss the key factors…
- The Invested
Lesley Marks – Is the Inflation Story Over?
Join host Matthew Schnurr and his guest Lesley Marks, CIO of Equities at Mackenzie Investments, as they explore the significant market drivers, from the…
- The Invested
Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends
In this episode, join host Matthew Schnurr as he welcomes Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, for an analysis of recent…
- The Invested
Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More
In this episode, host Matthew Schnurr and his guests Nelson Arruda, Portfolio Manager and Head of Mackenzie’s Multi-Asset Strategies Team, and Jules Boudreau…
- The Invested
Shane Feeney – The Case for Private Equity Investments
In this episode, join host Matthew Schnurr as he welcomes Shane Feeney, Managing Director and Global Head of Secondaries at Northleaf Capital Partners, for a…
- The Invested
Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?
In this episode, join host Matthew Schnurr and his guest, Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, as they explore the…
- The Invested
Lesley Marks – How Rising Yields Are Impacting Equities and Bonds
With rising yields taking over recent headlines, is risk-free bond investing more attractive right now? Join host Matthew Schnurr and his guest Lesley Marks…