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
PerspectiveArticle
Asset Allocation – What are you missing?
Naseem Husain looks at the role of asset allocation in investor portfolios.
PerspectiveArticle
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.
PerspectiveArticle
Using ETFs to complement your own stock picking ideas
Naseem Husain provides highlights from a recent presentation on how DIY investors are using ETFs.
PerspectiveArticle
Snap your portfolio back in line with index ETFs
Stacey Steinberg looks at how advisors can use Index ETFs as tools for rebalancing portfolios.
PerspectiveArticle
Emerging markets have provided surprising returns
Prerna Chandak shares her analysis on how emerging markets and China-focused ETFs have performed.
PerspectiveArticle
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.
PerspectiveArticle
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.
PerspectiveArticle
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
PerspectivePodcast
Insights on the US election results
Featuring Dustin Reid, Chief Fixed Income Strategist.
PerspectivePodcast
SRI & ESG Investing
John A. Cook, President of Greenchip Financial Corp.
PerspectivePodcast
Strategic allocation to gold
Featuring Onno Rutten, Portfolio Manager, Mackenzie Resource Team.
PerspectivePodcast
The climate surrounding the US elections.
Featuring Dustin Reid, Chief Fixed Income Strategist.
PerspectivePodcast
A look at Exchange Traded Funds
Featuring Michael Cooke, Head of Exchange Traded Funds.
PerspectivePodcast
Quantitative portfolio management
Featuring Arup Datta, Head of Mackenzie's Global Quantitative Equity Team.
PerspectivePodcast
Equity market valuations and interest rates
Featuring David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund.
PerspectivePodcast
Finding high-quality growth companies
Featuring Richard Bodzy and Greg McCullough of Putnam Investments, Portfolio Managers of the Mackenzie US All Cap Growth Fund.
PerspectivePodcast
Efficiency in global resource investing
Featuring Benoit Gervais, Head of Mackenzie Resources Team.
PerspectivePodcast
Power Corporation's history in China - Part 2
Featuring Peter Kruyt, Senior Advisor at Power Corporation of Canada.
PerspectivePodcast
Power Corporation's history in China - Part 1
Featuring Peter Kruyt, Senior Advisor at Power Corporation of Canada.
PerspectivePodcast
The Diversification Ratio and ESG principles
Featuring Yves Choueifaty, Founder and CEO of TOBAM Core Investments.
PerspectivePodcast
Investing in today's market
Featuring Darren McKiernan, Head of Mackenzie Global Equity & Income Team.
PerspectivePodcast
Alternative assets, gold and inflation
Featuring Matt Cardillo, Portfolio Manager, Mackenzie Systematic Strategies Team.
PerspectivePodcast
Maneuvering through markets in a pandemic
Featuring Steve Locke, Portfolio Manager and Head of the Mackenzie Fixed Income Team.
PerspectivePodcast
Thoughts on the future of oil and recessions
Featuring David Arpin, Co-Lead of the Mackenzie Bluewater Team.
PerspectivePodcast
The Fed, inflation and European markets
Featuring Dustin Reid, Chief Fixed Income Strategist.
Tax & Estate Insights
CommentaryArticle
Canada’s Fall Economic Update
Summary of key updates on personal and corporate tax measures and additional income support.
InsightArticle
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.
InsightAdvisor 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.
InsightArticle
When does an Enduring Power of Attorney become active?
Tim Brisibe looks at cases and scenarios where enduring power of attorney becomes active.
InsightWhitepaper
Tax measures to combat Covid-19
The Tax & Estate planning group outlines tax measures for businesses affected by Covid-19
InsightWhitepaper
2020 Tax Planning Quick Reference Guide
This quick reference guide can be used to help you understand your clients' tax planning needs in 2020.
InsightArticle
Deducting home office expenses during the pandemic
Frank Di Petro shares insights on deductions that may be claimable while working from home.
InsightArticle
CERB: What your clients need to know
Jacqueline Power shares information on what your clients should know about the Canada Emergency Response Benefit.
Fund Insights
InsightPDF
Simple but not easy
Ome Saidi looks at the Global Equity & Income Team’s investment process
InsightPDF
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.
InsightPDF
Managing risk by finding ‘easier’ areas to invest
The Mackenzie Bluewater Team outlines 4 industry characteristics that inform their investment approach.
InsightPDF
Pay yourself with Ivy Global Balanced Fund
See why the Ivy Global Balanced Fund allows investors to keep their money invested while drawing income.
InsightPDF
Pay yourself with Ivy Canadian Balanced Fund
See why the Ivy Canadian Balanced Fund allows investors to keep their money invested while drawing income.
InsightPDF
Pay yourself with Ivy Foreign Equity Fund
See why the Ivy Foreign Equity Fund allows investors to keep their money invested while drawing income.
InsightPDF
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.
