Rethinking the way forward.

Change is everywhere. Now more than ever, you need the latest thinking from our experts.

As the world continues to navigate the pandemic, 2022 presents both challenges and opportunities for investors. Here, you’ll find informative and thought-provoking views from our investment teams on the trends we believe will shape the future of capital markets.

Economies
Recalibrated

What’s happening on the road to economic recovery

The Future
Reinvented

How the pandemic has changed the world we invest in

Portfolios
Reconstructed

Getting portfolios in sync with post-pandemic realities

Sustainability
Rebalanced

Fresh perspectives on balancing people, profit and planet

Economies Recalibrated

The world is on the long road back to economic stability after one of the biggest ever shake-ups of global economic systems. We explain the impact of macroeconomic factors on investments and offer strategies for dealing with a challenging environment that is, in many ways, uncharted territory.
Insight

2022 Mid-Year Outlook: The Blue Book

The challenges have continued to stack up in 2022: war in Europe, higher-than-expected inflation and China’s industrial capacity limited by continued COVID lockdowns. Central banks must walk a fine line to tamp down inflation without sending the world into a recession.



Lesley Marks & Steve Locke
Chief Investment Officers
Mackenzie Investments

Insight

What’s driving bond yields: a look under the hood

It’s been an eventful year for bonds, to say the least. The global bond market has lost 11.1% of its value since the start of 2022 in a sell-off that went hand in hand with equities.

 

Todd Mattina, Ph.D.
SVP, Chief Economist,
Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies Team

 

Podcast

The recent Fed meeting and long-term inflation expectations

Dustin explores the recent Fed decisions to raise interest points by 75 basis points, what’s happening in Europe and Japan, and how all these affect the portfolio.

 

Dustin Reid, MBA
VP, Chief Fixed Income Strategist
Mackenzie Fixed Income Team

Insight

Updates from our Investment Strategist

Investment Strategists at Mackenzie Investments share weekly and monthly insights on markets, the economy and more.

Portfolios Reconstructed

Portfolios constructed before the pandemic were founded on very different assumptions than we have today. We’ll introduce you to new and innovative strategies and products to help better match investors’ objectives to outcomes and address the new realities. 
Podcast

Pandemic portfolio positioning & the current state of the tech market

Darren joins the Mackenzie podcast series to share a history of portfolio changes adjusting to pandemic and post-pandemic environments.


Darren McKiernan, CFA
SVP, Portfolio Manager, Head of Team
Mackenzie Global Equity & Income Team

Insight

Multi-asset strategies insight

We expect global stock markets to deliver a lower return than in recent years as central banks tighten global liquidity and growth slows in corporate earnings.


Nelson Arruda, MFin, MSc, CFA
SVP, Portfolio Manager, Team Co-Lead
Mackenzie Multi-Asset Strategies Team

Guide

Your guide to investing in private credit

Private credit is generally sought out for its enhanced yield or total return potential versus publicly traded fixed income. It may also bring considerable diversification benefits to a larger multi-asset class portfolio.

Video

What might be missing from your portfolio?

Michael discusses how retirement portfolios have changed, and why investors may be missing a very important piece.


Michael Schnitman
SVP, Head of Alternative Investments
Mackenzie Investments

Sustainability Rebalanced

Sustainable investing is a complex challenge that requires the careful balancing of environmental, social and economic interests. With multiple teams working on ESG from different perspectives, Mackenzie takes a holistic approach. 
Insight

Opportunities in ESG-oriented solutions

Sustainable fixed income research.


Konstantin Boehmer, MBA
SVP, Co-Lead of Fixed Income Team, Head of Global Macro, Portfolio Manager Mackenzie Fixed Income Team

Insight

Doing better, together

Find out why we believe a stakeholder lens is key to building long-term sustainable portfolios.

Insight

2022 environmental outlook

After a landmark year for clean energy and climate policy, the outlook for 2022 is less clear.


John A. Cook, CIM
SVP, Portfolio Manager, Team Co-Lead
Mackenzie Greenchip Team

Insight

An honest plan to reduce emissions

A plan for a green future needs to acknowledge the scale and scope of transformation that is required.


Benoit Gervais, MSc, CFA
SVP, Portfolio Manager, Head of Team
Mackenzie Resource Team

Discover Mackenzie’s thought leaders

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