Mackenzie Investments

What's New

Tariff Versus The Fed

If asset prices moved up in a straight line in the first quarter of this year, the second quarter was more of a winding road. U.S. equities still managed to register a positive quarter, but with large swings in the process.

July 3, 2019 Bookmark the Web Page, Tariff Versus The Fed Add to My Bookmarks

The Looming Pension Crisis Part II: Government Pension Plans

The second paper in our pension series focuses on the preparedness and ability of governments to deal with pension challenges.

June 28, 2019 Bookmark the Web Page, The Looming Pension Crisis Part II: Government Pension Plans Add to My Bookmarks

US Equity Markets. An unfair game?

Daniel Arsenault, Investment Director with the Mackenzie Ivy Team, suggests that US equity market valuations are more elevated than others, and the odds of a positive market move from here are not in the investor’s favour.

June 25, 2019 Bookmark the Web Page, US Equity Markets. An unfair game? Add to My Bookmarks

Mackenzie Investments Announces Risk Rating Changes to Mutual Funds and ETFs

Mackenzie Investments and Quadrus Investment Services Ltd. announced today risk rating changes on the following Mackenzie mutual funds and ETFs and Quadrus Funds effective June 28, 2019.

June 25, 2019 Bookmark the Web Page, Mackenzie Investments Announces Risk Rating Changes to Mutual Funds and ETFs Add to My Bookmarks

Tags: Mutual Funds, Press Releases

Proposed mergers streamline and strengthen product shelf

On April 26, 2019, Mackenzie Investments announced three proposed fund mergers and one fund investment objectives change.

June 7, 2019 Bookmark the Web Page, Proposed mergers streamline and strengthen product shelf Add to My Bookmarks

Tags: Mutual Funds, Press Releases

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Market Commentary

Q3 2018 Commentary – Mackenzie Global Equity & Income Team

During Q3 2017, Mackenzie Global Dividend Fund (Series F) returned -0.9%, and has now returned 14.2%, annualized, since portfolio manager change. This compares with the MSCI World Net Return Index ($CDN) Q3 return of 0.9%, and 11.9%, annualized, since portfolio manager change. Stock selection in information technology and consumer staples detracted from performance in Q3 2017.

November 1, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie Global Equity & Income Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Canadian Large Cap Dividend Class, Mackenzie Canadian Large Cap Dividend Fund, Mackenzie Global Dividend Fund, Mackenzie Global Strategic Income Fund, Mackenzie US Dividend Fund, Mackenzie US Dividend Registered Fund, Mackenzie USD Global Strategic Income Fund, Mackenzie Global Equity and Income Team

Q3 2018 Commentary – Mackenzie Multi-Asset Strategies Team

‘The U.S. vs. the World’ was one of the key themes that emerged in Q3. Equities continued to outperform bonds over the quarter, with the MSCI ACWI returning 4.7% in local currencies and 2.5% in CAD terms. This compares favorably to -0.2% on the Bloomberg Barclays Global Aggregate Bond Index hedged to CAD and -1.1% on the equivalent Canadian bond index.

November 1, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie Multi-Asset Strategies Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Monthly Income Balanced Portfolio, Mackenzie Monthly Income Conservative Portfolio, Symmetry Balanced Portfolio Class, Symmetry Balanced Portfolio, Symmetry Conservative Income Portfolio Class, Symmetry Conservative Income Portfolio, Symmetry Conservative Portfolio Class, Symmetry Conservative Portfolio, Symmetry Equity Portfolio Class, Symmetry Fixed Income Portfolio, Symmetry Growth Portfolio Class, Symmetry Growth Portfolio, Symmetry Moderate Growth Portfolio Class, Symmetry Moderate Growth Portfolio, Mackenzie Multi-Asset Strategies Team

Q3 2018 Commentary – Mackenzie Systematic Strategies Team

The third quarter of 2017 started where the month of June ended with a negative return of 0.71% for the CFE category for the month of July. Luckily, the next two months were both positive, allowing the CFE Category to return +2.06% for the Quarter.

September 30, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie Systematic Strategies Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Diversified Alternatives Fund, Mackenzie Global Equity Fund, Mackenzie Growth Fund, Mackenzie Systematic Strategies Team

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Market Indices

Index Last Trade Change
S&P TSX 16,498.47 -12.35
-0.07%
DJIA 27,362.70 +3.54
+0.01%
NASDAQ 8,239.35 -18.84
-0.23%
S&P 500 3,008.92 -5.38
-0.18%
S&P CDNX 579.90 +0.86
+0.15%
CAD 0.76540 -0.00086
-0.11%

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