The Invested

Oct 24 2024 200 ep. 30 mins 44
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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Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision

Oct 24 2024 29 mins  
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the Bank of Canada’s decision to lower interest rates by 50 basis points and what investors may expect in the coming months. In China, recent stimulus measures have sparked both optimism and skepticism in the markets. Dustin provides his insights and the potential impacts on the global economy. Lastly, Dustin

ETFs Explained: Debunking Common Myths and Misconceptions

Oct 23 2024 26 mins  
Are active ETFs really just ‘lite’ versions of mutual funds? In this episode, Prerna Mathews, VP of ETF Product Strategy, and Chad Wood, ETF Strategist at Mackenzie Investments, debunk this and other common ETF myths and misconceptions. Their conversation also explores how ETFs are built, what can be included in them, and how they are brought to market. Further reading: - Your

Shah Khan – The Bluewater Approach: Investing in Durable Growth

Oct 09 2024 23 mins  
In this episode, Shah Khan, Portfolio Manager and Co-Lead of Mackenzie Bluewater Team, discusses the team’s unique approach to investing emphasizing the importance of free cash flow as a key driver of growth. Shah also shares his insights on the current AI infrastructure build-out, the structural challenges facing China and its potential implications for the Canadian equity marke

Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision

Sep 20 2024 44 mins  
Investors widely expected a rate cut from the Fed, but the bold decision to lower interest rates by 50 basis points took many by surprise. In this episode, Dustin Reid, Chief Fixed Income Strategist, delves into the Fed’s first rate cut decision since 2020, its future outlook, and how it could affect other central banks worldwide. Dustin also examines recent Canadian inflation da

Navigating Market Uncertainty With Low Volatility ETFs

Sep 17 2024 18 mins  
In times of heightened market uncertainty, low volatility ETFs have increased in popularity. But can they help advisors manage risk without sacrificing their clients’ equity exposure? In this episode, Prerna Mathews, VP of ETF Product Strategy, and Nicholas Tham, Portfolio Manager on Mackenzie’s Global Quantitative Equity Team, explore the concept of low volatility ETFs, their

Benoit Gervais – Generating Alpha Within the Resource Sector

Sep 13 2024 24 mins  
In this episode, Benoit Gervais, Portfolio Manager and Head of Mackenzie Resource Team, discusses the current state of the resource sector and provides his short and long-term outlook and trends on the commodity complex. Benoit shares his advice on managing exposure to the resource sector within a Canadian equity allocation, highlighting the importance of diversification and potent

Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends

Sep 10 2024 20 mins  
In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the latest US non-farm payroll report, unpacking its mixed results and the implications for the Fed’s upcoming moves. Lesley also examines the Bank of Canada’s recent 25 basis point cut, exploring how it fits within the broader Canadian economic landscape. Lastly, Lesley previews the upcoming US pres

Dustin Reid – Making Sense of Market Volatility

Aug 15 2024 39 mins  
On this episode, Dustin Reid, Chief Fixed Income Strategist, analyzes the latest US CPI and PPI data, shedding light on the current state of inflation and its potential impact on the Fed’s decisions for the remainder of the year. Dustin shares his insights on the recent surge in market volatility, examining both technical factors and fundamental concerns. Additionally, Dustin dis

Optimizing Portfolio Construction with ETFs

Aug 14 2024 15 mins  
On this episode, Prerna Mathews, VP of ETF Product Strategy, and Luc Lafleur, AVP of Portfolio Construction at Mackenzie Investments, share their insights on how advisors can optimize portfolio construction with ETFs and how ETFs can contribute to running efficient advisory practices. Prerna and Luc explore the impact of global economic drivers on portfolio strategies and the impor

Dustin Reid – Will the Fed Cut Rates in September?

Aug 02 2024 39 mins  
Although the market did not anticipate a rate cut, early indications suggest the Fed is leaning towards cutting rates in September. On this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the recent Fed meeting, analyzing the Fed’s forward guidance and the likelihood of upcoming rate cuts. Dustin also highlights key Canadian economic data and potential further rate