The Invested
By Mackenzie Investments
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Episodes: 200
Description
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.
| Episode | Date |
|---|---|
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Investing in Quality: How the Ivy Team Finds Strength in Stability
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May 14, 2025 |
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FOMC, Tariffs, and Carney’s White House Visit
|
May 09, 2025 |
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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 |
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Active ETFs on the Rise: What's Driving the Momentum in Canada?
|
Apr 24, 2025 |
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Trade Tension and Tariffs: Are We Headed Towards Stagflation?
|
Apr 17, 2025 |
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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
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Apr 07, 2025 |
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Small but Mighty: Growth Opportunities in US Small and Mid-Cap Companies
|
Mar 26, 2025 |
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Global Economic Uncertainty Abounds
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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 |
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The Potential Market Impact of Hot CPI and Universal Tariffs
|
Feb 20, 2025 |
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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 |
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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 |
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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 |
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Special: 2025 Market Outlook with Lesley Marks and Steve Locke
|
Dec 09, 2024 |
|
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 |
|
Adam Gofton – The Ivy Approach to Long-Term Investing
|
Nov 12, 2024 |
|
Dustin Reid – Market Reactions to US Election Results
|
Nov 08, 2024 |
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Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision
|
Oct 24, 2024 |
|
ETFs Explained: Debunking Common Myths and Misconceptions
|
Oct 23, 2024 |
|
Shah Khan – The Bluewater Approach: Investing in Durable Growth
|
Oct 09, 2024 |
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Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision
|
Sep 20, 2024 |
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Navigating Market Uncertainty With Low Volatility ETFs
|
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 |
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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 |
|
Inside Active ETFs: What’s Behind the Growth in Canada?
|
Jul 03, 2024 |
|
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 |
|
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 |
|
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 |
|
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 |
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Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund
|
Apr 10, 2024 |
|
Dustin Reid – Key Takeaways From the Fed’s March Meeting
|
Mar 22, 2024 |
|
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 |
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Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors
|
Dec 19, 2023 |
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Dustin Reid – Unpacking the Fed’s Dovish Tone
|
Dec 15, 2023 |
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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 |
|
Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
|
Nov 28, 2023 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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
|
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 |
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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
|
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
|
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
|
Oct 28, 2022 |
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Todd Mattina on Economic Environments of China, Japan, North America & Europe
|
Oct 24, 2022 |
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James Morrison on His Career and Ivy’s Approach to Canada
|
Oct 12, 2022 |
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Lesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market Cycles
|
Oct 05, 2022 |
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Todd Mattina on U.K.’s Mini Budget Announcement and European Energy Crisis
|
Sep 28, 2022 |
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Dustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income Team
|
Sep 24, 2022 |
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Benoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused Fund
|
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
|
Sep 08, 2022 |
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Hussein Sunderji on Investment Opportunities in Asia
|
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
|
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
|
Jul 21, 2022 |
|
Lesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022
|
Jul 15, 2022 |
|
Luke Gould on His Next Role as The CEO of Mackenzie Investments
|
Jun 29, 2022 |
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Barry McInerney on His 6 Years at Mackenzie Investments & His Legacy
|
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
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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
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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
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Apr 18, 2022 |
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Konstantin Boehmer on sustainable debt and the current market environment
|
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
|
Mar 23, 2022 |
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Sir Christopher Meyer on the War in Ukraine: Context and Capital
|
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
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Feb 09, 2022 |
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Onno Rutten on inflation, resources and gold
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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
|
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
|
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
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Dec 08, 2021 |
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John Cook on the COP26 climate summit and the opportunities in sustainable investing
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Nov 30, 2021 |
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Brent Joyce on earnings, sentiment, and yield expectations
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Nov 23, 2021 |
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Todd Mattina on Modern Monetary Theory
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Nov 16, 2021 |
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Dustin Reid on the November Fixed Income Markets
|
Nov 10, 2021 |
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Yves Choueifaty on understanding the value of Bitcoin
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Nov 04, 2021 |
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Dustin Reid on interest rates in developed markets
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Oct 26, 2021 |
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Brent Joyce on the causes of inflation and the prospect of stagflation
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Oct 21, 2021 |
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Benoit Gervais on commodity markets, and the impacts of onshoring and climate change
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Oct 14, 2021 |
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Brent Joyce on the volatility in the emerging markets and the US political situation
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Oct 06, 2021 |
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Dustin Reid on the September FOMC meeting, the German election, and Evergrande
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Sep 28, 2021 |
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Todd Mattina on the 2021 Canadian Federal Election
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Sep 22, 2021 |
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Brent Joyce on summer 2021 and what to expect this fall
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Sep 14, 2021 |
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Andrew Simpson on ESG investing, corporate governance, and the valuation of companies
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Sep 09, 2021 |
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Dustin Reid on US monetary policy and his view on China
|
Sep 08, 2021 |
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Richard Pan on the importance of ESG and how to approach the Chinese markets
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Sep 01, 2021 |
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Dustin Reid on the upcoming Jackson Hole Economic Symposium
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Aug 24, 2021 |
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Brent Joyce on Zombie companies and what should be done about them
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Aug 13, 2021 |
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David Arpin on the COVID-19 recession and the possibility of future variants
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Aug 11, 2021 |
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Dustin Reid on the Delta variant and its implications
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Aug 04, 2021 |
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Brent Joyce on earnings season, central banks around the world, and the price of oil
|
Jul 29, 2021 |
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Dustin Reid on the four reasons why the markets have been so volatile
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Jul 26, 2021 |
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Brent Joyce on recent activity in China and why yields are falling in the fixed income market
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Jul 19, 2021 |
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Dustin Reid on the short-term outlook of the US dollar
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Jul 07, 2021 |
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Brent Joyce on the first six months of 2021 and what's occurred following the recent fed meeting
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Jun 30, 2021 |
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Dustin Reid on the recent fed meeting, inflation and opportunities for portfolio positioning
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Jun 23, 2021 |
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Brent Joyce on earnings season, risk in the markets and inflation
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Jun 21, 2021 |
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Growth versus value: Does it really matter?
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Jun 15, 2021 |
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Dustin Reid on the upcoming FOMC meeting and inflation risks
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Jun 09, 2021 |
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Our new weekly market update: Brent Joyce on current equity markets and emerging markets
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Jun 02, 2021 |
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Dustin Reid on changes in the U.S. fiscal story an impact of China on commodity prices
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May 28, 2021 |
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The Canadian federal Budget, affordable child care and climate plans
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May 27, 2021 |
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Dustin Reid on U.S. labor numbers and his views on emerging market debt
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May 12, 2021 |
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How 2020 was the worst for value investing and why to be optimistic as a new investment cycle starts
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May 04, 2021 |
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Dustin Reid on the latest BoC meeting, fiscal story in the US, inflation and what to consider when building portfolios
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Apr 29, 2021 |
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David Ross on private credit, what they look for in businesses, and the importance of diversification and portfolio construction in private credit
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Apr 20, 2021 |
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Dustin Reid shares his view on the U.S. Infrastructure Bill and possible tapering from the Federal Reserve
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Apr 15, 2021 |
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Dustin Reid on fixed income and how a potential three trillion dollar infrastructure package can lead to fiscal drag
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Apr 01, 2021 |
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Dustin Reid on central banks around the world, update on the federal government and how these impact investor portfolios
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Mar 16, 2021 |
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Dustin Reid on the dramatic increase in rates over the past week and what to expect from the federal government
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Mar 03, 2021 |
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The Biden relief package, prospects of inflation, and what that means for fixed income
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Feb 19, 2021 |
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How to play the 2021 global recovery across equity and fixed income markets
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Feb 16, 2021 |
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Sustainable Investing principles and designing an ESG reflective product shelf
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Feb 09, 2021 |
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Carrie Freeborough on GameStop, short squeezes and how institutional investors are reacting to them
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Feb 08, 2021 |
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What 2020 tells us about the future of economics and the financial markets
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Jan 25, 2021 |