The Invested

Mar 05 2025 200 ep. 29 mins 47
The Invested Podcast artwork

Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.

  Business
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Weathering Market Volatility With a Quality-First Approach

Mar 05 2025 28 mins  
In this episode, Hussein Sunderji, Portfolio Manager of the Mackenzie Ivy Foreign Equity Fund, discusses the Ivy Team's unique investing philosophy. Focusing on high-quality companies, maintaining a long-term perspective, and adhering to strict valuation disciplines, Hussein explains how the team has navigated the volatile markets of the past two years. Hussein notes that market vo

The Potential Market Impact of Hot CPI and Universal Tariffs

Feb 20 2025 39 mins  
In this episode, Dustin Reid, Chief Strategist for Fixed Income, discusses the ongoing volatile macro economic landscape in North America and Europe. Dustin explains how the market is perceiving the impact of both Canadian and US inflation data, and what the likely implications are for Bank of Canada and Fed policy. Dustin also speaks to how the Trump administration is viewing tari

Aluminum and Steel Tariffs: What Lies Ahead?

Feb 14 2025 27 mins  
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 imports. While the market response has been muted, Lesley cautions that these tariffs could lead to increased costs and chaos, particularly in the automotive industry. Lesley also explores the recent strength of the Canadian

The Case for Low Volatility ETFs

Feb 03 2025 18 mins  
In today’s unpredictable environment, understanding and managing market fluctuations is crucial for advisors and investors. In this episode, Haijie Chen, Portfolio Manager on Mackenzie’s Global Quantitative Equity Team discusses the current state of market volatility, key drivers behind it, and how quantitative investing can address these challenges. Haijie also breaks down the

Interest Rates, Inflation, and Tariffs: What the Latest Central Bank Meetings Mean for Investors

Jan 30 2025 34 mins  
In this episode, Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, discusses the recent decisions by the Bank of Canada and Federal Reserve, exploring their future actions amid current economic conditions and looming tariff deadlines. Dustin also examines developments in equity markets, particularly the impact of the new Chinese AI model, DeepSeek, and its implic

Energy Emergency? Impacts of Trump’s Policies on Oil, Gas, and Natural Resources

Jan 27 2025 30 mins  
In his first week in office, President Trump declared a national energy emergency, sparking debates about the acceleration of permitting for oil, gas, and power projects. In this episode, Benoit Gervais and Onno Rutten, Portfolio Managers on Mackenzie’s Resource Team, discuss President Trump’s latest executive orders and their implications for the resource sector. Benoit and On

The Half-life on Trump’s Tariff Headlines

Jan 24 2025 38 mins  
In this episode, Dustin Reid, Chief Fixed Income Strategist, explores the potential implementation of tariffs under the new Trump administration and its implications for cross-asset markets. He discusses the role of the External Revenue Service and Canada's political and economic landscape. Dustin highlights key topics such as market pricing and expectations, deregulation, tax cuts

Fixed Income Outlook and Opportunities for 2025

Jan 16 2025 30 mins  
What are fixed income markets expect from a second Trump presidency? And where might investors find opportunities? In this episode, Konstantin Boehmer, Head of Mackenzie’s Fixed Income Team, discusses the Bank of Canada’s approach and the Canadian economy’s outlook, addressing the threat of tariffs, low productivity, and rising unemployment. Konstantin also shares his insight

Special: 2025 ETF Outlook with Prerna Mathews

Jan 13 2025 29 mins  
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 momentum continue into 2025? In this episode, Prerna Mathews, Head of ETFs at Mackenzie Investments, discusses the 2025 ETF Outlook. She delves into the sector’s remarkable growth and innovation highlighting 2024’s record infl

Dustin Reid – Tariffs, Inflation, and a Hawkish Fed Outlook

Dec 19 2024 42 mins  
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 for both the US and Canadian markets. He highlights the Fed’s forecast for core PCE inflation at 2.5% for 2025, which exceeds their 2% target, and discusses how the Fed is now factoring in the potential economic impacts o