Mackenzie Investments Podcast Series

By mackenzieinvestments

The podcast designed to give you insights on how our investors manage client money. Hear from Mackenzie Investments Portfolio Managers and Subject Matter Experts.

  1. 1.
    Todd Mattina on the 2021 Canadian Federal Election
    27:10
  2. 2.
    Brent Joyce on summer 2021 and what to expect this fall
    25:42
  3. 3.
    Andrew Simpson on ESG investing, corporate governance, and the valuation of companies
    38:22
  4. 4.
    Dustin Reid on US monetary policy and his view on China
    27:40
  5. 5.
    Richard Pan on the importance of ESG and how to approach the Chinese markets
    52:33
  6. 6.
    Dustin Reid on the upcoming Jackson Hole Economic Symposium
    23:47
  7. 7.
    Brent Joyce on Zombie companies and what should be done about them
    22:19
  8. 8.
    David Arpin on the COVID-19 recession and the possibility of future variants
    39:37
  1. 9.
    Dustin Reid on the Delta variant and its implications
    28:38
  2. 10.
    Brent Joyce on earnings season, central banks around the world, and the price of oil
    21:07
  3. 11.
    Dustin Reid on the four reasons why the markets have been so volatile
    27:54
  4. 12.
    Brent Joyce on recent activity in China and why yields are falling in the fixed income market
    20:34
  5. 13.
    Dustin Reid on the short-term outlook of the US dollar
    23:54
  6. 14.
    Brent Joyce on the first six months of 2021 and what's occurred following the recent fed meeting
    26:28
  7. 15.
    Dustin Reid on the recent fed meeting, inflation and opportunities for portfolio positioning
    32:17
  8. 16.
    Brent Joyce on earnings season, risk in the markets and inflation
    21:59
  9. 17.
    Growth versus value: Does it really matter?
    22:07
  10. 18.
    Dustin Reid on the upcoming FOMC meeting and inflation risks
    33:04
  11. 19.
    Our new weekly market update: Brent Joyce on current equity markets and emerging markets
    29:07
  12. 20.
    Dustin Reid on changes in the U.S. fiscal story an impact of China on commodity prices
    33:07
  13. 21.
    The Canadian federal Budget, affordable child care and climate plans
    22:06
  14. 22.
    Dustin Reid on U.S. labor numbers and his views on emerging market debt
    33:49
  15. 23.
    How 2020 was the worst for value investing and why to be optimistic as a new investment cycle starts
    23:07
  16. 24.
    Dustin Reid on the latest BoC meeting, fiscal story in the US, inflation and what to consider when building portfolios
    32:35
  17. 25.
    David Ross on private credit, what they look for in businesses, and the importance of diversification and portfolio construction in private credit
    40:43
  18. 26.
    Dustin Reid shares his view on the U.S. Infrastructure Bill and possible tapering from the Federal Reserve
    32:52
  19. 27.
    Dustin Reid on fixed income and how a potential three trillion dollar infrastructure package can lead to fiscal drag
    26:26
  20. 28.
    Dustin Reid on central banks around the world, update on the federal government and how these impact investor portfolios
    25:56
  21. 29.
    Dustin Reid on the dramatic increase in rates over the past week and what to expect from the federal government
    25:47
  22. 30.
    The Biden relief package, prospects of inflation, and what that means for fixed income
    24:13
  23. 31.
    How to play the 2021 global recovery across equity and fixed income markets
    41:45
  24. 32.
    Sustainable Investing principles and designing an ESG reflective product shelf
    43:17
  25. 33.
    Carrie Freeborough on GameStop, short squeezes and how institutional investors are reacting to them
    21:32
  26. 34.
    What 2020 tells us about the future of economics and the financial markets
    38:57
  27. 35.
    Steve Locke on Fixed Income investing in low-rate environments and where he searches for yield
    29:01
  28. 36.
    Richard Wong on value investing and views on banks, energy and 2021
    23:59
  29. 37.
    Views on current election events including the trump lawsuits and upcoming FOMC meeting
    31:28
  30. 38.
    PM Konstantin Boehmer on the Looming Pension Crisis
    31:56
  31. 39.
    Key drivers in Environmental Investing and opportunities in the space - Updates from John Cook
    15:29
  32. 40.
    What a Biden presidency and Republican held senate might mean for markets - Insights from Dustin Reid post U.S election
    21:37
  33. 41.
    PM Onno Rutten on strategic allocation to gold
    26:55
  34. 42.
    John A. Cook discusses SRI, ESG, Capital and the effects on the environment
    48:30
  35. 43.
    The US election is closer than it appears - Insights from Dustin Reid
    25:11
  36. 44.
    Michael Cooke Head of Mackenzie Exchange Traded Funds
    51:46
  37. 45.
    PM Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team
    47:52
  38. 46.
    PM David Arpin on equity market valuations and impact on interest rates
    12:32
  39. 47.
    PM Richard Bodzy and Greg McCullough on high-quality growth companies
    39:42
  40. 48.
    PM Benoit Gervais
    56:27
  41. 49.
    Power Corporation's History in China + Investment Approach - Part 2
    42:13
  42. 50.
    Power Corporation's History in China + Investment Approach - Part 1
    49:17

Listen to Mackenzie Investments Podcast Series now.

Listen to Mackenzie Investments Podcast Series in full in the Spotify app