In this episode, Matt Schnurr joins Shelly Dhawan, Director of ESG research, Mackenzie Betterworld Team, to discuss ESG. The go over what an ESG researcher does, how to think about ESG risks, topical ESG themes, and greenwashing.

Mackenzie Investments Bites & Insights

Shelly Dhawan on ESG research and evaluation

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to discuss the jobs number coming out of the US and the European Central Bank's recent actions. They also take a look at what Dustin and his team have recently done within their portfolio. 

Dustin Reid on US job numbers and actions from the European Central Bank

In this episode, Matt Schnurr joins Onno Rutten, Vice President on Mackenzie’s Resources Team to discuss the opportunities for resource investing in an inflationary world and the role of gold as insurance against rising monetary policy risks.

Onno Rutten on inflation, resources and gold

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the market volatility in early 2022 including what caused it and how to think about future movements going forward. 

Brent Joyce on the recent market volatility

In this episode, Matt Schnurr joins Konstantin Boehmer, Senior Vice President, Co-Lead of the Fixed Income Team, and Head of Global Macro at Mackenzie Investments, to discuss inflation. They go over where inflation levels are likely to reside, what are the Fed's reactions, and if food and oil prices will create a challenge for developing markets.

Konstantin Boehmer on inflation and its effects on markets

In this episode, host Matt Schnurr joins Mackenzie's Chief Fixed Income Strategist, Dustin Reid to do a level set for 2022 including what to expect from the Federal Reserve, the Bank of Canada, and the European Central Bank.

What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss the Blue Book, Mackenzie's 2022 outlook. They dig into the different asset classes and geographic locations to get Brent's perspective on what will be the best investment opportunities next year. 

Brent Joyce on investment opportunities in 2022

In this episode, host Matt Schnurr speaks with Jamie Storrow, Managing Director and Co-Head of Infrastructure at Northleaf Capital Partners, to share his team's approach to private infrastructure investing. He goes over how they source deals, work with management teams, and their exit strategies.

Jamie Storrow on private infrastructure investing

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid as he weights in on the Fed's view of inflation and maximum employment, and what implications it may have on markets. They also turn to discuss China and the easing cycle that is currently playing out. 

Dustin Reid on inflation, maximum employment, and the easing cycle in China

In this episode, Matt Schnurr joins John Cook, Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead Mackenzie Greenchip Team, to debrief the COP26 climate summit. They also discuss industries like clean-up technologies and industrials, and the opportunities in resources.

John Cook on the COP26 climate summit and the opportunities in sustainable investing

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield expectations. 

Brent Joyce on earnings, sentiment, and yield expectations

In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary Theory (MMT). They explore its benefits and downfalls, and how it's been used during the past decade. 

Todd Mattina on Modern Monetary Theory

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid for a recap of what has been going on in the fixed income markets. They dive into how volatile it's been, what indicators can be used to predict where it's going, and how to position your portfolio. 

Dustin Reid on the November Fixed Income Markets

In this episode, Matt Schnurr joins Yves Choueifaty, CEO of TOBAM, to discuss his experience starting the first open-ended Bitcoin fund in 2017. He also explores the characteristics of a Bitcoin, and dispels some common myths. 

Yves Choueifaty on understanding the value of Bitcoin

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about interest rates in developed markets, his forecast for future rate changes, and how to position your portfolio to take advantage of them. 

Dustin Reid on interest rates in developed markets

The podcast designed to give you insights on how our investors manage client money. Hear from Mackenzie Investments Portfolio Managers and Subject Matter Experts.

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Mackenzie Investments Bites & Insights

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