Mackenzie Financial Corporation (Mackenzie Investments) has been recognized for industry-leading fund performance at the prestigious Fundata FundGrade A+ Awards.
Steve Locke, Mackenzie Fixed Income Team Lead, details the fixed income opportunities that investors may take advantage of in 2016.
In terms of our overall asset mix, we are slightly underweight stocks relative to bonds. This view is mainly driven by our overall valuation assessment. Of the several valuation models we use to assess value, our longer term intrinsic valuation models show that U.S. stocks are quite overvalued.
Ashley Misquitta, Lead Portfolio Manager of Mackenzie US Growth Class, recently appeared on BNN to discuss several healthcare and technology companies that have good upside potential in today’s volatile market. View the full interview to learn more.
January 15, 2016 Bookmark the Web Page, Opportunities for Growth Add to My Bookmarks
For Q3 2015, Mackenzie Global Dividend Fund returned -0.8%. This compares with the MSCI World Total Return Index ($CDN) return of -2.2%. An overweight position in consumer staples and security selection in financials were the largest contributors to returns. No allocation to utilities and unfavourable stock selection in energy were the primary detractor.
During Q3 2015, the Fund returned 2.6% vs. MSCI World Total Return Index (net-CAD) which returned -2.2%.