Portfolio Performance

Designed to be your go-to destination for our latest thought leadership.

Stay on top of the latest market trends, economic insights and investment approaches so that you can build and adjust your clients' portfolios to endure and respond to changing market dynamics.

Expert Insights

Perspectives Article

Effective asset allocation with a single, low cost solution

Prerna Chandak looks at how single ticket ETF solutions are being used for diversification and risk management.

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Perspective Podcast

Insights on the US election results

Featuring Dustin Reid, Chief Fixed Income Strategist.

insight pdf

CERB: What your clients need to know

Jacqueline Power shares information on what your clients should know about the Canada Emergency Response Benefit.

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insight pdf

Managing risk by finding ‘easier’ areas to invest

The Mackenzie Bluewater Team outlines 4 industry characteristics that inform their investment approach.

Market Updates

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insight pdf

Weekly Market Snapshot: For the week ending February 19, 2021

From Brent Joyce, Investment Strategist & Justin Truong, Manager, Investment Strategy

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insight pdf

Update from the Symmetry Desk: 2020 US Presidential Election

Paul Taylor, Multi-Asset Strategies Team, shares an update on the economic and market implications of the US election.

White paper pdf

The Looming Pension Crisis: Part 4

Our Fixed Income team provides an updated analysis of US public pension plans since the pandemic.

Portfolio Construction

White paper PDF

The benefits of private equity replication

This paper develops and then analyzes an approach to creating liquid private equity.

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product guide pdf

Modeling Mackenzie’s fixed income funds

Rethink how fixed income assets can be combined in a portfolio to help maximize its risk and return characteristics.

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White paper pdf

Investing in China

Understand context to uncover opportunity in China's equity markets.

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White paper pdf

Correlation vs. beta: What is the difference?

Learn how correlation and beta can help you judge the diversification potential of a new investment.