Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
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 |
|---|---|
|
The Bank of Canada interest rate stayed put - the outlook didn't.
|
Sep 03, 2026 |
|
Inside Our Partnership: A Conversation with China AMC's Chief Investment Officer on China's Tech-Driven Future
|
Aug 12, 2026 |
|
Mid-Year Market Outlook with Lesley Marks: Rates, Earnings, and AI
|
Aug 04, 2026 |
|
Fed Holds Rates as Inflation Concerns Grow
|
Jul 30, 2026 |
|
Bank of Canada Holds as Tail Risks Recede: What We Expect Next
|
Jul 16, 2026 |
|
Making sense of Private Credit: A powerful tool for fixed income portfolios
|
Jul 15, 2026 |
|
The Fed turns hawkish: What Chair Warsh's first meeting means for markets
|
Jun 18, 2026 |
|
The Bank of Canada Holds Steady as Global Volatility Builds
|
Jun 11, 2026 |
|
Value's moment: Canada, tariffs, and the case for stock picking
|
Jun 01, 2026 |
|
Understanding the K-shaped economy: an equity perspective for advisors
|
May 19, 2026 |
|
Higher for longer takes hold
|
May 01, 2026 |
|
Building resilience through volatility
|
Apr 29, 2026 |
|
Finding value beyond concentrated markets
|
Apr 21, 2026 |
|
The new phase of the energy transition
|
Apr 13, 2026 |
|
Canada beyond the value label
|
Mar 25, 2026 |
|
When global tension hits home
|
Mar 19, 2026 |
|
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 |
|
Rates held, markets moved. What advisors need to know
|
Jan 30, 2026 |
|
Resources in a multipolar world
|
Jan 22, 2026 |
|
Beyond smart beta: Building better income with Systematic Strategies
|
Dec 18, 2025 |
|
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 |
|
Central banks at a crossroads
|
Oct 30, 2025 |
|
Turning emotion into investment discipline
|
Oct 29, 2025 |
|
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
|
Jul 28, 2025 |
|
All-Weather Alpha: The GQE Approach
|
Jul 08, 2025 |
|
Fixed Income Perspectives: Summer Outlook on Rates, Risk, and Policy
|
Jun 25, 2025 |
|
Next-Gen ETF Strategies: Income, Global Diversification & Tactical Opportunity
|
Jun 23, 2025 |
|
Hold the Line: Fed and Fiscal Developments
|
Jun 20, 2025 |
|
Staying Disciplined in a Momentum-Driven Market
|
Jun 18, 2025 |
|
Truces, Tariffs, and Trade Tensions: What’s the Path Forward?
|
Jun 13, 2025 |
|
Beyond the MER: Unpacking the Costs of ETF Trading
|
May 29, 2025 |
|
The Case for Value: A Deep Dive into Mackenzie US Value Fund
|
May 22, 2025 |
|
Investing in Quality: How the Ivy Team Finds Strength in Stability
|
May 14, 2025 |
|
FOMC, Tariffs, and Carney’s White House Visit
|
May 09, 2025 |
|
The Resilience of Canadian Equities: Opportunities and Challenges
|
May 08, 2025 |
|
Searching for Value in Volatile Markets
|
May 01, 2025 |
|
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 |
|
The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs
|
Apr 07, 2025 |
|
Small but Mighty: Growth Opportunities in US Small and Mid-Cap Companies
|
Mar 26, 2025 |
|
Global Economic Uncertainty Abounds
|
Mar 21, 2025 |
|
Understanding Floating Rate Loans, CLOs, and ETFs
|
Mar 18, 2025 |
|
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 |
|
The Case for Low Volatility ETFs
|
Feb 03, 2025 |
|
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 |
|
The Half-life on Trump’s Tariff Headlines
|
Jan 24, 2025 |
|
Fixed Income Outlook and Opportunities for 2025
|
Jan 16, 2025 |
|
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 |
|
John Cook – The Energy Transition Outlook Post-US Election
|
Nov 21, 2024 |
|
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 |
|
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 |
|
Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision
|
Sep 20, 2024 |
|
Navigating Market Uncertainty With Low Volatility ETFs
|
Sep 17, 2024 |
|
Benoit Gervais – Generating Alpha Within the Resource Sector
|
Sep 13, 2024 |
|
Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends
|
Sep 10, 2024 |
|
Dustin Reid – Making Sense of Market Volatility
|
Aug 15, 2024 |
|
Optimizing Portfolio Construction with ETFs
|
Aug 14, 2024 |
|
Dustin Reid – Will the Fed Cut Rates in September?
|
Aug 02, 2024 |
|
Lesley Marks – The Bank of Canada Cuts Rates Again
|
Jul 29, 2024 |
|
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 |
|
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 |
|
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 |
|
Dustin Reid – Will the BoC Be the First To Cut?
|
May 03, 2024 |
|
Special: Exploring the Opportunities in the Energy Transition
|
Apr 22, 2024 |
|
Lesley Marks – Evaluating Geopolitical Risks in the Middle East
|
Apr 16, 2024 |
|
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 |
|
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 |