Watch Rick Weed, Head of the Mackenzie Systematic Strategies Team, as he provides an overview of valuations and growth prospects in four major regions.
May 26, 2017
Emotional investing can leave some investors on the sidelines when the market makes gains. Learn why it is best to stay invested over the long run.
Portfolio Manager Phil Taller talks about positioning the Mackenzie US Mid Cap Growth Fund amid developments with the US economy, President Donald Trump and healthcare.
The Mackenzie Asset Allocation Team has developed a tool to value global assets on the basis of expected fundamentals. Read the Team’s new white paper to learn more about the tool and its role in their tactical asset allocation process.
The rapid yield increase in the fourth quarter of 2016 gave way to a much more sedate first quarter 2017 trading range for both the Canadian and US 10-year government bonds. Both bonds traded in an approximate range of 0.25%-0.30%, and finished March slightly lower than where they began the year.
The global economy continues to improve and we see fundamental macro improvements in all the major regions. The re-emergence of inflation is also taking place.
Markets were heavily influenced in the first quarter by political factors revolving around U.S. President Donald Trump. Equity markets were powered to new highs during the quarter in what has been called the “Trump Trade” or “Trump Bump”, but perhaps more accurately reflects ongoing improvement in the U.S. and global economy. On balance, that mix of factors pushed risky assets up and led to the first U.S. Fed rate hike of 2017 in March.