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 Invested
Lesley Marks on the Canadian Economy, Europe Amidst War and ESG
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 revisiting the Modern Monetary Theory
In this episode, host Matthew Schnurr joins Todd Mattina, Chief Economist and co-lead of Mackenzie’s Multi-Asset Strategies Team. Together, they revisit the…
- The Invested
Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market
In this episode, host Matthew Schnurr joins Darren McKiernan. He leads Mackenzie’s Global Equity & Income Team and he is also the lead manager of the…
- The Invested
Dustin Reid on the Fed, Bank of Canada and China’s Economic Slowdown
In this episode, host Matthew Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid. Learn about: (0:57) Thoughts on last week's Fed meeting and…
- The Invested
Will Aldridge on investing in Canadian equity and resources
In this episode, host Matt Schnurr joins Mackenzie's William Aldridge, VP North American Equities. Learn about: (0:57) Initial thoughts on Canada (2:55) How he…
- The Invested
Lesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fears
In this episode, host Matt Schnurr joins Mackenzie's Lesley Marks, Chief Investment Officer of Equities. She oversees the day-to-day management of Mackenzie…
- The Invested
Ome Saidi on discovering High Value Investment Opportunities
In this episode, host Matt Schnurr joins Mackenzie's Ome Saidi, VP Investments. He leads the International Investment Selection for the Global Equity & Income…
- The Invested
Dustin Reid on the recent interest rate hikes
In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to debrief the Bank of Canada's recent interest rate hikes. The…
- The Invested
Konstantin Boehmer on sustainable debt and the current market environment
In this episode, Matt Schnurr joins Konstantin Boehmer, SVP, Portfolio Manager, and Co-lead of the Mackenzie Fixed Income Team, to discuss sustainable debt and…
- The Invested
Benoit Gervais on energy and achieving climate change goals
In this episode, Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore…
- The Invested
Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine
In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the Fed, ECB and BOC's reactions to Russia's…
- The Invested
Sir Christopher Meyer on the War in Ukraine: Context and Capital
In this episode, Matt Schnurr joins Sir Christopher Meyer, former British Ambassador to the US, and private secretary to the British Embassy in Moscow, who…
- The Invested
Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets
In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments. They dive deep to provide a thoughtful analysis on the Russia…
- The Invested
Wenjie Ding on the Chinese Equity Market
In this episode Matt Schnurr joins Wenjie Ding, Investment Strategist at ChinaAMC to discuss the current situation in China. They dive into both the short-term…
- The Invested
Brent Joyce on the Russia/Ukraine conflict and oil prices
In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Russia/Ukraine situation and its effect on oil…
- The Invested
Shelly Dhawan on ESG research and evaluation
In this episode, Matt Schnurr joins Shelly Dhawan, Director of ESG research, Mackenzie Betterworld Team, to discuss ESG. The go over what an ESG researcher…
- The Invested
Dustin Reid on US job numbers and actions from the European Central Bank
In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the jobs number coming out of the US and the…
- The Invested
Onno Rutten on inflation, resources and gold
In this episode, Matt Schnurr joins Onno Rutten, Vice President on Mackenzie’s Resources Team to discuss the opportunities for resource investing in an…
- The Invested
Brent Joyce on the recent market volatility
In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the market volatility in early 2022 including what…
- The Invested
Konstantin Boehmer on inflation and its effects on markets
In this episode, Matt Schnurr joins Konstantin Boehmer, Senior Vice President, Co-Lead of the Fixed Income Team, and Head of Global Macro at Mackenzie…
- The Invested
What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank
In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to do a level set for 2022 including what to expect from the…
- The Invested
Brent Joyce on investment opportunities in 2022
In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Blue Book, Mackenzie's 2022 outlook. They dig…
- The Invested
Jamie Storrow on private infrastructure investing
In this episode, host Matt Schnurr speaks with Jamie Storrow, Managing Director and Co-Head of Infrastructure at Northleaf Capital Partners, to share his…
- The Invested
Dustin Reid on inflation, maximum employment, and the easing cycle in China
In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid as he weights in on the Fed's view of inflation and…
- The Invested
John Cook on the COP26 climate summit and the opportunities in sustainable investing
In this episode, Matt Schnurr joins John Cook, Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead Mackenzie Greenchip Team, to…
- The Invested
Brent Joyce on earnings, sentiment, and yield expectations
In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield…
- The Invested
Todd Mattina on Modern Monetary Theory
In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary…
- The Invested
Dustin Reid on the November Fixed Income Markets
In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid for a recap of what has been going on in the fixed income…
- The Invested
Yves Choueifaty on understanding the value of Bitcoin
In this episode, Matt Schnurr joins Yves Choueifaty, CEO of TOBAM, to discuss his experience starting the first open-ended Bitcoin fund in 2017. He also…