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 InvestedDustin Reid – Higher for Longer: Market Reactions to the Fed
In this episode, join host Matthew Schnurr and his guest, Dustin Reid, VP and Chief Fixed Income Strategist at Mackenzie Investments, as they discuss the…
The InvestedSpecial – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie
In a rapidly changing economic environment, investors are grappling with mounting uncertainties. As this environment evolves, trust emerges as the bedrock of…
- The Invested
Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing
In this episode, join host Matthew Schnurr as he welcomes Richard Wong, Senior Vice President, Portfolio Manager, and Head of Mackenzie Cundill Team, for a…
- The Invested
Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets
In this episode, host Matthew Schnurr in joined by Lesley Marks, CIO of Equities at Mackenzie Investments. Together they explore the latest economic…
- The Invested
Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Dustin provides a deep analysis of…
- The Invested
Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization
In this episode, host Matthew Schnurr is joined by Dave Taylor and Tyler Hewlett, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Bluewater…
- The Invested
Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment
In this episode, host Matthew Schnurr is joined by Katherine Owen and Ome Saidi, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Global Equity…
- The Invested
Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?
In this episode, host Matthew Schnurr in joined by Lesley Marks, CIO of Equities at Mackenzie Investments. Together they explore the economic resilience that…
- The Invested
Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent…
- The Invested
John Cook – The Big Battery Bet in the Great Energy Transition
In this episode, host Matthew Schnurr is joined by John Cook, Senior Vice President, Portfolio Manager, and Team Co-Lead of Mackenzie Investments’ Greenchip…
- The Invested
Lesley Marks – Is Low Volatility an Ominous Sign for Equities?
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss the Bank of Canada and Federal…
- The Invested
Arup Datta – The Evolution of Quantitative Investing
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Arup Datta, Senior Vice President, Head of Global Quantitative Equity Team. Together…
- The Invested
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
At the halfway point of 2023, one thing is clear: Goldilocks is still nowhere to be seen. In this special episode, host Matthew Schnurr is joined by Mackenzie…
- The Invested
Dustin Reid on the BoC’s decision to hike while the Fed decided to skip
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent…
- The Invested
Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss OPEC’s recent decision to reduce…
- The Invested
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…
- The Invested
Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table
In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest inflation data from Canada and the U.S. and…
- The Invested
Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they provide an update on the regional…
- The Invested
Dustin Reid on recent interest rate decisions from the Fed, BOJ, and ECB
In this episode, Dustin Reid, VP and Chief Fixed Income Strategist joins host Matthew Schnurr to discuss the latest interest rate decisions from around the…
- The Invested
Toby Heaps on sustainable investing and Corporate Knights Global 100 Index
In this episode, host Matthew Schnurr is joined by Toby Heaps, CEO at Corporate Knights Inc. Together they discuss Toby’s journey to Corporate Knights, the…
- The Invested
Dustin Reid on recent BoC decision and the path towards 2% inflation
In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist. Together they provide an update on the Bank of Canada’s…
- The Invested
Lesley Marks on recent OPEC production cut and expectations for equities
In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss the recent OPEC production cut…
- The Invested
Dustin Reid on fallout from recent bank failures and the Fed’s response
In this episode, host Matthew Schnurr is joined by Dustin Reid, VP and Chief Fixed Income Strategist. Together, they provide an update on the global banking…
- The Invested
Lesley Marks and Steven Locke on recent failures of U.S. banks
In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies. Together…
- The Invested
Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent Bank of Canada decision…
- The Invested
Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023
In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities. Together, they discuss what to expect from BoC, how Nordstrom’s departure may…
- The Invested
Benoit and Onno on incorporating different asset classes during a sticky inflation period
In this episode, host Matthew Schnurr is joined by Benoit Gervais, SVP and Head of Team of Mackenzie Resource Team, and Onno Rutten, VP of Mackenzie Resource…
- The Invested
Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio
In this episode, host Matthew Schnurr is joined by Katherine Owens, VP of Mackenzie Global Equity & Income Team. Together, they discuss her approach to…
- The Invested
Lesley on the U.S. labour market, stock valuations and views on a soft landing
In this episode, host Matthew Schnurr is joined by Lesley Marks, CIO of Equities. Together, they take a look at the labour market in U.S.A., layoffs in the…
- The Invested
Dustin Reid on the Fed’s recent 25 basis point hike
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent Fed announcement and…
- The Invested
Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent BoC meeting and the hike…
- The Invested
Konstantin & John on our 2023 Environmental Outlook: The Green Book
In this episode, host Matthew Schnurr is joined by Konstantin Boehmer, Co-Lead and Portfolio Manager with Mackenzie Investments Fixed Income Team and John…
- The Invested
Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book
In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they take a dive…
- The Invested
Lesley & Steve on our 2023 Outlook: The Blue Book
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…
- The Invested
Dustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening story
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss the recent Fed meeting, how the Bank…
- The Invested
Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in…
- The Invested
Todd Mattina on 2023 Outlook on Long-term Capital Markets & Retirement Planning
In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they discuss a…
- The Invested
Richard Wong on Value Investing in 2022 and Prospects of Value Around the Globe
In this episode, host Matthew Schnurr joins Richard Wong, SVP, Head of Cundill Global Value Equity Team at Mackenzie. Together, they continue to explore Value…
- The Invested
Tyler Hewlett & Dave Taylor on their Careers, Bluewater Team, and the new Next Gen Growth Fund
In this episode, host Matthew Schnurr joins new Mackenzie Bluewater Team Portfolio Managers: Tyler Hewlett & Dave Taylor. They are the co-managers on the…
- The Invested
Dustin Reid on Recent Inflation Numbers, U.S. Midterm Elections & China
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss recent inflation numbers and what it…
- The Invested
Lesley Marks on the Recent 75 Basis Points Increase, Company Earnings & China
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in…
- The Invested
Dustin Reid on Fed Pivot, U.S. Mid-Term Elections & Fixed Income Portfolios
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they look at Fed pivot and gearing down on…
- The Invested
Todd Mattina on Economic Environments of China, Japan, North America & Europe
In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they take a deep…
- The Invested
James Morrison on His Career and Ivy’s Approach to Canada
In this episode, host Matt Schnurr joins Mackenzie's James Morrison, VP and Lead Portfolio Manager of the Ivy Canadian Team. He shares his investment career…
- The Invested
Lesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market Cycles
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in…
- The Invested
Todd Mattina on U.K.’s Mini Budget Announcement and European Energy Crisis
In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they take a deep…
- The Invested
Dustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income Team
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss his process and how he predicts…
- The Invested
Benoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused Fund
In this episode, host Matthew Schnurr joins Mackenzie's SVP, Portfolio Manager, and Head of Resource Team, Benoit Gervais. Together, they discuss European…
- The Invested
Dustin Reid on the Recent CPI Number and What To Expect
In this quick-to-market episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they discuss recent the CPI…
- The Invested
Lesley Marks on the Canadian Housing Market, Jackson Hole and Europe’s Energy Crisis
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in…
- The Invested
Hussein Sunderji on Investment Opportunities in Asia
In this episode, host Matthew Schnurr joins Lead Portfolio Manager of Ivy International, Hussein Sunderji. Together, they explore investment opportunities…
- The Invested
Dustin Reid on Fixed Income Markets from North America to Europe to China
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they explore the Fixed Income markets and…
- The Invested
Lesley Marks on Stock Market Performance & Q2 Earnings
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the investment professionals involved in…
- The Invested
Matt Moody on Ivy Team’s Succession and Vision
In this episode, host Matthew Schnurr joins Matt Moody, Vice President, Portfolio Manager for Mackenzie’s Ivy Team. He will be promoted to Senior Vice…
- The Invested
Dustin Reid on Preparing Portfolios against a Stagflationary Environment
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they explore the probability of a…
- The Invested
Lesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022
In this episode, host Matthew Schnurr joins Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income & Multi-Asset Strategies. Together, they…
- The Invested
Luke Gould on His Next Role as The CEO of Mackenzie Investments
In this episode, host Matthew Schnurr joins Luke Gould, Executive Vice-President and Chief Financial Officer for IGM Financial Inc. Together, they explore what…
- The Invested
Barry McInerney on His 6 Years at Mackenzie Investments & His Legacy
We are celebrating our 100th episode! In this special episode, host Matthew Schnurr joins Mackenzie's CEO, Barry McInerney just before his retirement in July…
- The Invested
Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Together, they explore the recent fed decisions to raise…
- The Invested
Richard Wong on Value Investing & Why 2022 is the Beginning of the Value Cycle
In this episode, host Matthew Schnurr joins Richard Wong, SVP, Portfolio Manager, and Head of the Cundill Team at Mackenzie. Together, they explore value…