Mackenzie Investments Bites & Insights
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 102:31:35
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Sinopsis
The podcast designed to give you insights on how our investors manage client money. Hear from Mackenzie Investments Portfolio Managers and Subject Matter Experts.
Episodios
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Onno Rutten on inflation, resources and gold
02/02/2022 Duración: 29minIn this episode, Matt Schnurr joins Onno Rutten, Vice President on Mackenzie’s Resources Team to discuss the opportunities for resource investing in an inflationary world and the role of gold as insurance against rising monetary policy risks.
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Brent Joyce on the recent market volatility
26/01/2022 Duración: 29minIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the market volatility in early 2022 including what caused it and how to think about future movements going forward.
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Konstantin Boehmer on inflation and its effects on markets
20/01/2022 Duración: 40minIn this episode, Matt Schnurr joins Konstantin Boehmer, Senior Vice President, Co-Lead of the Fixed Income Team, and Head of Global Macro at Mackenzie Investments, to discuss inflation. They go over where inflation levels are likely to reside, what are the Fed's reactions, and if food and oil prices will create a challenge for developing markets.
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What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank
12/01/2022 Duración: 23minIn 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 Federal Reserve, the Bank of Canada, and the European Central Bank.
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Brent Joyce on investment opportunities in 2022
23/12/2021 Duración: 32minIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Blue Book, Mackenzie's 2022 outlook. They dig into the different asset classes and geographic locations to get Brent's perspective on what will be the best investment opportunities next year.
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Jamie Storrow on private infrastructure investing
15/12/2021 Duración: 34minIn this episode, host Matt Schnurr speaks with Jamie Storrow, Managing Director and Co-Head of Infrastructure at Northleaf Capital Partners, to share his team's approach to private infrastructure investing. He goes over how they source deals, work with management teams, and their exit strategies.
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Dustin Reid on inflation, maximum employment, and the easing cycle in China
08/12/2021 Duración: 27minIn 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 maximum employment, and what implications it may have on markets. They also turn to discuss China and the easing cycle that is currently playing out.
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John Cook on the COP26 climate summit and the opportunities in sustainable investing
30/11/2021 Duración: 21minIn this episode, Matt Schnurr joins John Cook, Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead Mackenzie Greenchip Team, to debrief the COP26 climate summit. They also discuss industries like clean-up technologies and industrials, and the opportunities in resources.
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Brent Joyce on earnings, sentiment, and yield expectations
23/11/2021 Duración: 23minIn this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield expectations.
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Todd Mattina on Modern Monetary Theory
16/11/2021 Duración: 26minIn this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary Theory (MMT). They explore its benefits and downfalls, and how it's been used during the past decade.
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Dustin Reid on the November Fixed Income Markets
10/11/2021 Duración: 30minIn 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 markets. They dive into how volatile it's been, what indicators can be used to predict where it's going, and how to position your portfolio.
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Yves Choueifaty on understanding the value of Bitcoin
04/11/2021 Duración: 29minIn 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 explores the characteristics of a Bitcoin, and dispels some common myths.
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Dustin Reid on interest rates in developed markets
26/10/2021 Duración: 31minIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about interest rates in developed markets, his forecast for future rate changes, and how to position your portfolio to take advantage of them.
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Brent Joyce on the causes of inflation and the prospect of stagflation
21/10/2021 Duración: 22minIn this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to talk all about inflation, including its causes and the prospect of stagflation. They also discuss how companies are doing this earnings season.
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Benoit Gervais on commodity markets, and the impacts of onshoring and climate change
14/10/2021 Duración: 22minIn this episode Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore the current commodity markets, onshoring, and supply chains. They also discuss climate change and the desire for higher quality inputs, and how that could impact commodities in the future.
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Brent Joyce on the volatility in the emerging markets and the US political situation
06/10/2021 Duración: 21minIn this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to unpack the past month's market conditions. They also discuss the volatility in the emerging markets, particularly out of China, and the political situation in the US.
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Dustin Reid on the September FOMC meeting, the German election, and Evergrande
28/09/2021 Duración: 32minIn this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about what happened during the September FOMC meeting and the German election. Dustin also weights in on Chinese Markets, the Evergrande Group, and what you can expect out of Chinese bonds.
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Todd Mattina on the 2021 Canadian Federal Election
22/09/2021 Duración: 27minIn this episode, Matt Schnurr joins Todd Mattina, Senior Vice President, Chief Economist, Portfolio Manager to discuss the recent 2021 Canadian Federal Election. They explore what it means to markets and what the next government must grapple with going forward.
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Brent Joyce on summer 2021 and what to expect this fall
14/09/2021 Duración: 25minIn this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to reflect on what happened over the summer. They also discuss Brent's views on the emerging markets, Canadian equities, and the upcoming fall season.
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Andrew Simpson on ESG investing, corporate governance, and the valuation of companies
09/09/2021 Duración: 38minIn this episode host Matt Schnurr speaks with Andrew Simpson Team Lead and Portfolio Manager, Mackenzie Betterworld, to learn about his deep experience in ESG investing. They go over how he thinks about corporate engagement, how he looks at management, and how he understands the valuation of companies.