Expert Insights

Stay ahead of the curve with the latest insights from experts across our firm and  sub-advisory partners including portfolio managers, ETFs strategists, investment directors and tax & estate specialists

ETF Expert Perspectives

Perspective Article

Asset Allocation – What are you missing?

Naseem Husain looks at the role of asset allocation in investor portfolios.

Perspective Article

Effective asset allocation with a single, low cost solution

Prerna Chandak looks at how single ticket ETF solutions are being used for diversification and risk management.

Perspective Article

Using ETFs to complement your own stock picking ideas

Naseem Husain provides highlights from a recent presentation on how DIY investors are using ETFs.

Perspective Article

Snap your portfolio back in line with index ETFs

Stacey Steinberg looks at how advisors can use Index ETFs as tools for rebalancing portfolios.

Perspective Article

Emerging markets have provided surprising returns

Prerna Chandak shares her analysis on how emerging markets and China-focused ETFs have performed.

Perspective Article

Looking ahead to the next 30 years: Part 1

Prerna Chandak shares her insights on how evolving technology and efficiency will drive the evolution of ETFs.

Perspective Article

Looking ahead to the next 30 years: Part 2

Prerna Chandak shares her thoughts on how ETF providers and advisors work together to meet the needs of investors.

Perspective Article

Looking ahead to the next 30 years: Part 3

Prerna Chandak looks at how asset allocation and investment objective driven decisions will propel the ETF industry.

Portfolio Manager Insights

Perspective Podcast

Insights on the US election results

Featuring Dustin Reid, Chief Fixed Income Strategist.

Perspective Podcast

SRI & ESG Investing

John A. Cook, President of Greenchip Financial Corp.

Perspective Podcast

Strategic allocation to gold

Featuring Onno Rutten, Portfolio Manager, Mackenzie Resource Team.

Perspective Podcast

The climate surrounding the US elections.

Featuring Dustin Reid, Chief Fixed Income Strategist.

Perspective Podcast

A look at Exchange Traded Funds

Featuring Michael Cooke, Head of Exchange Traded Funds.

Perspective Podcast

Quantitative portfolio management

Featuring Arup Datta, Head of Mackenzie's Global Quantitative Equity Team.

Perspective Podcast

Equity market valuations and interest rates

Featuring David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund.

Perspective Podcast

Finding high-quality growth companies

Featuring Richard Bodzy and Greg McCullough of Putnam Investments, Portfolio Managers of the Mackenzie US All Cap Growth Fund.

Perspective Podcast

Efficiency in global resource investing

Featuring Benoit Gervais, Head of Mackenzie Resources Team.

Perspective Podcast

Power Corporation's history in China - Part 2

Featuring Peter Kruyt, Senior Advisor at Power Corporation of Canada.

Perspective Podcast

Power Corporation's history in China - Part 1

Featuring Peter Kruyt, Senior Advisor at Power Corporation of Canada.

Perspective Podcast

The Diversification Ratio and ESG principles

Featuring Yves Choueifaty, Founder and CEO of TOBAM Core Investments.

Perspective Podcast

Investing in today's market

Featuring Darren McKiernan, Head of Mackenzie Global Equity & Income Team.

Perspective Podcast

Alternative assets, gold and inflation

Featuring Matt Cardillo, Portfolio Manager, Mackenzie Systematic Strategies Team.

Perspective Podcast

Maneuvering through markets in a pandemic

Featuring Steve Locke, Portfolio Manager and Head of the Mackenzie Fixed Income Team.

Perspective Podcast

Thoughts on the future of oil and recessions

Featuring David Arpin, Co-Lead of the Mackenzie Bluewater Team.

Perspective Podcast

The Fed, inflation and European markets

Featuring Dustin Reid, Chief Fixed Income Strategist.

Tax & Estate Insights

Insight Article

CERB: What your clients need to know

Jacqueline Power shares information on what your clients should know about the Canada Emergency Response Benefit.

Insight Article

Talking to clients about a Registered Disability Savings Plan (RDSP)

This article can help you assess whether your clients may be eligable for a Registered Disability Savings Plan.

Insight Advisor Brochure

The benefits of a family trust

This article provides case studies that can help you and your clients understand the benefits of setting up a family trust.

Insight Article

When does an Enduring Power of Attorney become active?

Tim Brisibe looks at cases and scenarios where enduring power of attorney becomes active.

Insight Whitepaper

Tax measures to combat Covid-19

The Tax & Estate planning group outlines tax measures for businesses affected by Covid-19

Insight Whitepaper

2020 Tax Planning Quick Reference Guide

This quick reference guide can be used to help you understand your clients' tax planning needs in 2020.

Insight Article

Deducting home office expenses during the pandemic

Frank Di Petro shares insights on deductions that may be claimable while working from home.

Fund Insights

Insight PDF

The case for global small and mid-cap investing

See why global small-cap and mid-cap stocks have historically proven to be a valuable component for the construction of investor portfolios.

Insight PDF

Managing risk by finding ‘easier’ areas to invest

The Mackenzie Bluewater Team outlines 4 industry characteristics that inform their investment approach.

Insight PDF

Pay yourself with Ivy Global Balanced Fund

See why the Ivy Global Balanced Fund allows investors to keep their money invested while drawing income.

Insight PDF

Pay yourself with Ivy Canadian Balanced Fund

See why the Ivy Canadian Balanced Fund allows investors to keep their money invested while drawing income.

Insight PDF

Pay yourself with Ivy Foreign Equity Fund

See why the Ivy Foreign Equity Fund allows investors to keep their money invested while drawing income.

Insight PDF

Opportunities available in the loan market

In this Q&A Movin Mokbel, portfolio manager of the Mackenzie Fixed Income Team, shares his analysis of loan markets.