Market Outlook: January 2019 | Mackenzie Investments

Market Outlook: January 2019

Market volatility, rising interest rates, late-cycle client anxiety, and geopolitical instability: what does it all mean for you and your clients?

We believe that today's portfolio construction approach requires an in-depth understanding of diversification, de-risking and downside protection to mitigate these and other factors.

Join our special live webcast event featuring insights on positioning portfolios for the current market environment from some of Mackenzie's top portfolio managers.

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Featuring:

  • Mackenzie's Chief Economist and Strategist Alex Bellefleur on his 2019 macroeconomic outlook
  • Head of the Mackenzie Fixed Income team with over $42B* under management Steve Locke
  • Lipper Award-winning Portfolio Manager and Head of the Mackenzie Bluewater Team Dina DeGeer
  • Investment Executive's 2018 Mutual Fund Manager of the Year and Head of the Mackenzie Growth Team Phil Taller
  • Fundata FundGrade A+ Award winning Portfolio Manager and Head of the Mackenzie Global Equity & Income Team Darren McKiernan

Featured Speakers:


Please note, only registered participants for the webcast are eligible for Continuing Education (CE) credits (subject to approval).
1CE Credit Guidelines

Pending approval, CE Certificates are automatically emailed to you, and may take up to 60 days.

*AUM as of Oct 31, 2018.
Mackenzie Canadian Growth Balanced Fund (Series A) was awarded the 2017 Thomson Reuters Lipper Fund Award for best three-year performance in the Canadian Equity Balanced category for the period ended July 31, 2017, out of a total of 59 funds and a 2017 Thomson Reuters Lipper Fund Certificate for best five-year performance in the Canadian Equity Balanced category for the period ended July 31, 2017, out of a total of 54 funds. Performance for the fund for the period ended was as follows: 0.42% (1 year), 5.98% (3 years), 4.53% (5 years), 6.27% (10 years) and 6.61% (since inception) in November 1996.

Mackenzie Canadian Growth Fund (Series A) was awarded the 2017 Thomson Reuters Lipper Fund Award for best three-year performance in the Canadian Focused Equity category for the period ended July 31, 2017, out of a total of 104 funds. Performance for the fund for the period ended was as follows: 1.28% (1 year), 8.63% (3 years), 13.17% (5 years), 9.57% (10 years) and 9.77% (since inception) in January 1976.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper.

The Fundata FundGrade A+ Awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. In 2016, 225 top-performing Canadian mutual funds, exchange traded funds, and segregated funds from 56 fund companies were awarded a FundGrade A+ Rating.  FundGrade A+ is a supplemental calculation to the FundGrade ratings and is performed at the end of each calendar year. Eligible funds must have received a FundGrade rating every month in the previous year. FundGrade A+ uses a "GPA-style" calculation, where monthly FundGrades from "A" to "E" receive scores from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded an A+ rating.

Performance and the number of mutual funds in the category for Mackenzie Global Dividend Fund Series A for the period ended December 31, 2016 is as follows: 4.6%, 801 funds (1 year), 12.5%, n/a (3 years), 12.5%, n/a (5 years), and 8.6%, n/a (since inception on March 28, 2008).

The FundGrade A+ rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The FundGrade A+ rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year.