The Invested
By Mackenzie Investments
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Episodes: 200
Description
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.
| Episode | Date |
|---|---|
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Inside Our Partnership: A Conversation with China AMC's Chief Investment Officer on China's Tech-Driven Future
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Aug 12, 2026 |
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Mid-Year Market Outlook with Lesley Marks: Rates, Earnings, and AI
|
Aug 04, 2026 |
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Fed Holds Rates as Inflation Concerns Grow
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Jul 30, 2026 |
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Bank of Canada Holds as Tail Risks Recede: What We Expect Next
|
Jul 16, 2026 |
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Making sense of Private Credit: A powerful tool for fixed income portfolios
|
Jul 15, 2026 |
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The Fed turns hawkish: What Chair Warsh's first meeting means for markets
|
Jun 18, 2026 |
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The Bank of Canada Holds Steady as Global Volatility Builds
|
Jun 11, 2026 |
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Value's moment: Canada, tariffs, and the case for stock picking
|
Jun 01, 2026 |
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Understanding the K-shaped economy: an equity perspective for advisors
|
May 19, 2026 |
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Higher for longer takes hold
|
May 01, 2026 |
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Building resilience through volatility
|
Apr 29, 2026 |
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Finding value beyond concentrated markets
|
Apr 21, 2026 |
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The new phase of the energy transition
|
Apr 13, 2026 |
|
Canada beyond the value label
|
Mar 25, 2026 |
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When global tension hits home
|
Mar 19, 2026 |
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Energy sovereignty is reshaping how markets price risk
|
Mar 13, 2026 |
|
Beyond the black box: How modern quant really works
|
Mar 04, 2026 |
|
2026 ETF Outlook: The shifts you can’t ignore
|
Feb 26, 2026 |
|
Canada’s bond reality check and what it may signal for global rates
|
Feb 11, 2026 |
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Rates held, markets moved. What advisors need to know
|
Jan 30, 2026 |
|
Resources in a multipolar world
|
Jan 22, 2026 |
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Beyond smart beta: Building better income with Systematic Strategies
|
Dec 18, 2025 |
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The next Fed chair and the market’s blind spot
|
Dec 15, 2025 |
|
2026 Market Outlook with Lesley Marks and Steve Locke
|
Dec 10, 2025 |
|
Driving in fog: Central banks navigate uncertain data
|
Nov 24, 2025 |
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Central banks at a crossroads
|
Oct 30, 2025 |
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Turning emotion into investment discipline
|
Oct 29, 2025 |
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Opportunities beyond the Magnificent Seven
|
Oct 27, 2025 |
|
Concentration Risk 2.0
|
Oct 07, 2025 |
|
What the Fed and BoC Cuts Mean for Markets
|
Sep 18, 2025 |
|
Inside Private Credit: Growth, Resilience, and Opportunity
|
Sep 11, 2025 |
|
From Rotation to Precision: Redefining Sector Strategies
|
Sep 03, 2025 |
|
September Rate Cut: Is the Fed Eyeing 50?
|
Aug 14, 2025 |
|
Equity Market Resilience: How Long Can It Hold?
|
Aug 12, 2025 |
|
Fed and BOC Hold Rates: Parsing Policy and Market Signals
|
Aug 01, 2025 |
|
Building Resilient Liquidity Sleeves with ETFs
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Jul 28, 2025 |
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All-Weather Alpha: The GQE Approach
|
Jul 08, 2025 |
|
Fixed Income Perspectives: Summer Outlook on Rates, Risk, and Policy
|
Jun 25, 2025 |
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Next-Gen ETF Strategies: Income, Global Diversification & Tactical Opportunity
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Jun 23, 2025 |
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Hold the Line: Fed and Fiscal Developments
|
Jun 20, 2025 |
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Staying Disciplined in a Momentum-Driven Market
|
Jun 18, 2025 |
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Truces, Tariffs, and Trade Tensions: What’s the Path Forward?
|
Jun 13, 2025 |
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Beyond the MER: Unpacking the Costs of ETF Trading
|
May 29, 2025 |
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The Case for Value: A Deep Dive into Mackenzie US Value Fund
|
May 22, 2025 |
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Investing in Quality: How the Ivy Team Finds Strength in Stability
|
May 14, 2025 |
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FOMC, Tariffs, and Carney’s White House Visit
|
May 09, 2025 |
|
The Resilience of Canadian Equities: Opportunities and Challenges
|
May 08, 2025 |
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Searching for Value in Volatile Markets
|
May 01, 2025 |
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Mixed Signals: Trade Wars & The Fed
|
Apr 25, 2025 |
|
Active ETFs on the Rise: What's Driving the Momentum in Canada?
|
Apr 24, 2025 |
|
Trade Tension and Tariffs: Are We Headed Towards Stagflation?
|
Apr 17, 2025 |
|
How Advisors Can Support with Tax Planning, Intergenerational Wealth Transfer, and Strategic Philanthropy
|
Apr 10, 2025 |
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The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs
|
Apr 07, 2025 |
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Small but Mighty: Growth Opportunities in US Small and Mid-Cap Companies
|
Mar 26, 2025 |
|
Global Economic Uncertainty Abounds
|
Mar 21, 2025 |
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Understanding Floating Rate Loans, CLOs, and ETFs
|
Mar 18, 2025 |
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Weathering Market Volatility With a Quality-First Approach
|
Mar 05, 2025 |
|
The Potential Market Impact of Hot CPI and Universal Tariffs
|
Feb 20, 2025 |
|
Aluminum and Steel Tariffs: What Lies Ahead?
|
Feb 14, 2025 |
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The Case for Low Volatility ETFs
|
Feb 03, 2025 |
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Interest Rates, Inflation, and Tariffs: What the Latest Central Bank Meetings Mean for Investors
|
Jan 30, 2025 |
|
Energy Emergency? Impacts of Trump’s Policies on Oil, Gas, and Natural Resources
|
Jan 27, 2025 |
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The Half-life on Trump’s Tariff Headlines
|
Jan 24, 2025 |
|
Fixed Income Outlook and Opportunities for 2025
|
Jan 16, 2025 |
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Special: 2025 ETF Outlook with Prerna Mathews
|
Jan 13, 2025 |
|
Dustin Reid – Tariffs, Inflation, and a Hawkish Fed Outlook
|
Dec 19, 2024 |
|
Special: 2025 Market Outlook with Lesley Marks and Steve Locke
|
Dec 09, 2024 |
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John Cook – The Energy Transition Outlook Post-US Election
|
Nov 21, 2024 |
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Jules Boudreau – The Trump Trade and US Small Caps
|
Nov 18, 2024 |
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Adam Gofton – The Ivy Approach to Long-Term Investing
|
Nov 12, 2024 |
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Dustin Reid – Market Reactions to US Election Results
|
Nov 08, 2024 |
|
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision
|
Oct 24, 2024 |
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ETFs Explained: Debunking Common Myths and Misconceptions
|
Oct 23, 2024 |
|
Shah Khan – The Bluewater Approach: Investing in Durable Growth
|
Oct 09, 2024 |
|
Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision
|
Sep 20, 2024 |
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Navigating Market Uncertainty With Low Volatility ETFs
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Sep 17, 2024 |
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Benoit Gervais – Generating Alpha Within the Resource Sector
|
Sep 13, 2024 |
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Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends
|
Sep 10, 2024 |
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Dustin Reid – Making Sense of Market Volatility
|
Aug 15, 2024 |
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Optimizing Portfolio Construction with ETFs
|
Aug 14, 2024 |
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Dustin Reid – Will the Fed Cut Rates in September?
|
Aug 02, 2024 |
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Lesley Marks – The Bank of Canada Cuts Rates Again
|
Jul 29, 2024 |
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US Election 2024: Political Shifts and Market Impacts
|
Jul 26, 2024 |
|
Richard Wong – Value Investing: Why the Style Is Relevant in Today’s Market
|
Jul 17, 2024 |
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Dustin Reid – Analyzing the Latest CPI Report, US Elections, Upcoming BoC Decision
|
Jul 12, 2024 |
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Inside Active ETFs: What’s Behind the Growth in Canada?
|
Jul 03, 2024 |
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Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities
|
Jun 20, 2024 |
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Dustin Reid – Market Reactions to CPI Report and Fed Decision
|
Jun 14, 2024 |
|
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
|
Jun 12, 2024 |
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Dustin Reid – Analyzing the Bank of Canada’s Rate Cut
|
Jun 06, 2024 |
|
Matt Moody – The Ivy Approach: Quality, Long-Term Sustainability, and Corporate Culture
|
May 28, 2024 |
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Lesley Marks – Equity Market Performance and Policy Diversion
|
May 07, 2024 |
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Dustin Reid – Will the BoC Be the First To Cut?
|
May 03, 2024 |
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Special: Exploring the Opportunities in the Energy Transition
|
Apr 22, 2024 |
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Lesley Marks – Evaluating Geopolitical Risks in the Middle East
|
Apr 16, 2024 |
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Dustin Reid – Hotter Than Expected Inflation: Is It Here To Stay?
|
Apr 12, 2024 |
|
Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund
|
Apr 10, 2024 |
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Dustin Reid – Key Takeaways From the Fed’s March Meeting
|
Mar 22, 2024 |
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Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook
|
Mar 08, 2024 |
|
Darren McKiernan – How We Build a “Dream Team” Portfolio
|
Mar 06, 2024 |
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Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities
|
Mar 05, 2024 |
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James Morrison – Investing Is a Marathon, Not a Sprint
|
Feb 27, 2024 |
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Dustin Reid – Why Rate Cuts Aren’t Likely in March
|
Feb 01, 2024 |
|
Lesley Marks – Inflation, Interest Rates, and the Impact on Equities
|
Jan 29, 2024 |
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Prerna Mathews & Laurent Boukobza – Is Cash Still King?
|
Jan 23, 2024 |
|
Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors
|
Dec 19, 2023 |
|
Dustin Reid – Unpacking the Fed’s Dovish Tone
|
Dec 15, 2023 |
|
Special: 2024 Market Outlook with Lesley Marks and Steve Locke
|
Dec 07, 2023 |
|
Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets
|
Nov 30, 2023 |
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Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
|
Nov 28, 2023 |
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Lesley Marks – Is the Inflation Story Over?
|
Nov 06, 2023 |
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Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends
|
Nov 03, 2023 |
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Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More
|
Oct 31, 2023 |
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Shane Feeney – The Case for Private Equity Investments
|
Oct 26, 2023 |
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Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?
|
Oct 13, 2023 |
|
Lesley Marks – How Rising Yields Are Impacting Equities and Bonds
|
Oct 05, 2023 |
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Dustin Reid – Higher for Longer: Market Reactions to the Fed
|
Sep 21, 2023 |
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Special – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie
|
Sep 18, 2023 |
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Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing
|
Sep 14, 2023 |
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Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets
|
Sep 07, 2023 |
|
Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields
|
Aug 17, 2023 |
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Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization
|
Aug 14, 2023 |
|
Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment
|
Aug 08, 2023 |
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Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?
|
Aug 01, 2023 |
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Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes
|
Jul 27, 2023 |
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John Cook – The Big Battery Bet in the Great Energy Transition
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Jul 20, 2023 |
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Lesley Marks – Is Low Volatility an Ominous Sign for Equities?
|
Jul 10, 2023 |
|
Arup Datta – The Evolution of Quantitative Investing
|
Jun 27, 2023 |
|
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
|
Jun 21, 2023 |
|
Dustin Reid on the BoC’s decision to hike while the Fed decided to skip
|
Jun 15, 2023 |
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Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500
|
Jun 06, 2023 |
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Konstantin Boehmer on debt-for-nature swaps in emerging markets
|
May 29, 2023 |
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Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table
|
May 19, 2023 |
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Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season
|
May 09, 2023 |
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Dustin Reid on recent interest rate decisions from the Fed, BOJ, and ECB
|
May 04, 2023 |
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Toby Heaps on sustainable investing and Corporate Knights Global 100 Index
|
Apr 21, 2023 |
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Dustin Reid on recent BoC decision and the path towards 2% inflation
|
Apr 13, 2023 |
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Lesley Marks on recent OPEC production cut and expectations for equities
|
Apr 05, 2023 |
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Dustin Reid on fallout from recent bank failures and the Fed’s response
|
Mar 23, 2023 |
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Lesley Marks and Steven Locke on recent failures of U.S. banks
|
Mar 13, 2023 |
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Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies
|
Mar 10, 2023 |
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Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023
|
Mar 08, 2023 |
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Benoit and Onno on incorporating different asset classes during a sticky inflation period
|
Feb 22, 2023 |
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Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio
|
Feb 15, 2023 |
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Lesley on the U.S. labour market, stock valuations and views on a soft landing
|
Feb 10, 2023 |
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Dustin Reid on the Fed’s recent 25 basis point hike
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Feb 03, 2023 |
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Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics
|
Jan 27, 2023 |
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Konstantin & John on our 2023 Environmental Outlook: The Green Book
|
Jan 20, 2023 |
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Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book
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Jan 11, 2023 |
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Lesley & Steve on our 2023 Outlook: The Blue Book
|
Jan 04, 2023 |
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Dustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening story
|
Dec 16, 2022 |
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Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook
|
Dec 07, 2022 |
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Todd Mattina on 2023 Outlook on Long-term Capital Markets & Retirement Planning
|
Nov 30, 2022 |
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Richard Wong on Value Investing in 2022 and Prospects of Value Around the Globe
|
Nov 24, 2022 |
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Tyler Hewlett & Dave Taylor on their Careers, Bluewater Team, and the new Next Gen Growth Fund
|
Nov 16, 2022 |
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Dustin Reid on Recent Inflation Numbers, U.S. Midterm Elections & China
|
Nov 10, 2022 |
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Lesley Marks on the Recent 75 Basis Points Increase, Company Earnings & China
|
Nov 04, 2022 |
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Dustin Reid on Fed Pivot, U.S. Mid-Term Elections & Fixed Income Portfolios
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Oct 28, 2022 |
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Todd Mattina on Economic Environments of China, Japan, North America & Europe
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Oct 24, 2022 |
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James Morrison on His Career and Ivy’s Approach to Canada
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Oct 12, 2022 |
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Lesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market Cycles
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Oct 05, 2022 |
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Todd Mattina on U.K.’s Mini Budget Announcement and European Energy Crisis
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Sep 28, 2022 |
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Dustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income Team
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Sep 24, 2022 |
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Benoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused Fund
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Sep 19, 2022 |
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Dustin Reid on the Recent CPI Number and What To Expect
|
Sep 14, 2022 |
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Lesley Marks on the Canadian Housing Market, Jackson Hole and Europe’s Energy Crisis
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Sep 08, 2022 |
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Hussein Sunderji on Investment Opportunities in Asia
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Sep 01, 2022 |
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Dustin Reid on Fixed Income Markets from North America to Europe to China
|
Aug 17, 2022 |
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Lesley Marks on Stock Market Performance & Q2 Earnings
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Aug 12, 2022 |
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Matt Moody on Ivy Team’s Succession and Vision
|
Jul 28, 2022 |
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Dustin Reid on Preparing Portfolios against a Stagflationary Environment
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Jul 21, 2022 |
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Lesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022
|
Jul 15, 2022 |
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Luke Gould on His Next Role as The CEO of Mackenzie Investments
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Jun 29, 2022 |
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Barry McInerney on His 6 Years at Mackenzie Investments & His Legacy
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Jun 22, 2022 |
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Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations
|
Jun 16, 2022 |
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Richard Wong on Value Investing & Why 2022 is the Beginning of the Value Cycle
|
Jun 09, 2022 |
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Lesley Marks on the Canadian Economy, Europe Amidst War and ESG
|
Jun 01, 2022 |
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Todd Mattina revisiting the Modern Monetary Theory
|
May 25, 2022 |
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Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market
|
May 18, 2022 |
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Dustin Reid on the Fed, Bank of Canada and China’s Economic Slowdown
|
May 11, 2022 |
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Will Aldridge on investing in Canadian equity and resources
|
May 04, 2022 |
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Lesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fears
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Apr 27, 2022 |
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Ome Saidi on discovering High Value Investment Opportunities
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Apr 20, 2022 |
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Dustin Reid on the recent interest rate hikes
|
Apr 18, 2022 |
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Konstantin Boehmer on sustainable debt and the current market environment
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Apr 07, 2022 |
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Benoit Gervais on energy and achieving climate change goals
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Mar 30, 2022 |
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Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine
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Mar 23, 2022 |
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Sir Christopher Meyer on the War in Ukraine: Context and Capital
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Mar 15, 2022 |
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Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets
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Mar 09, 2022 |
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Wenjie Ding on the Chinese Equity Market
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Mar 02, 2022 |
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Brent Joyce on the Russia/Ukraine conflict and oil prices
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Feb 24, 2022 |
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Shelly Dhawan on ESG research and evaluation
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Feb 16, 2022 |
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Dustin Reid on US job numbers and actions from the European Central Bank
|
Feb 09, 2022 |
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Onno Rutten on inflation, resources and gold
|
Feb 02, 2022 |
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Brent Joyce on the recent market volatility
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Jan 26, 2022 |
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Konstantin Boehmer on inflation and its effects on markets
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Jan 20, 2022 |
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What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank
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Jan 12, 2022 |
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Brent Joyce on investment opportunities in 2022
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Dec 23, 2021 |
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Jamie Storrow on private infrastructure investing
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Dec 15, 2021 |
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Dustin Reid on inflation, maximum employment, and the easing cycle in China
|
Dec 08, 2021 |