Mackenzie Investments

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The Ivy difference to global investing

Lead Portfolio Managers from the Mackenzie Ivy Team talk about the hallmark of the Ivy style and their long-term approach to investing in global markets.

August 20, 2019 Bookmark the Web Page, The Ivy difference to global investing Add to My Bookmarks

Carefully Growing Clients’ Capital

For nearly 27 years, sustainability, principles-based investing and continuous improvement have remained the philosophical drivers for the Mackenzie Ivy Team.

August 20, 2019 Bookmark the Web Page, Carefully Growing Clients’ Capital Add to My Bookmarks

The Fed’s U-turn on Inflation: Implications for Investors

Let’s step back from U.S./China trade tensions and consider a bit of economic history, starting with a trivia question: when was the last time that the United States experienced a genuine inflationary scare?

July 31, 2019 Bookmark the Web Page, The Fed’s U-turn on Inflation: Implications for Investors Add to My Bookmarks

Investor Insights: Why Balanced? For Returns and Managing Risk

Balanced funds can anchor a portfolio by diversifying across equities, bonds and cash for consistent performance and risk management. Learn how balance can strengthen your portfolio’s core.

July 11, 2019 Bookmark the Web Page, Investor Insights: Why Balanced? For Returns and Managing Risk Add to My Bookmarks

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

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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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CAD 0.75207 -0.00009
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