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

View all
Perspective 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.

Insights-on-the-US-election-results
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.

Managing-risk-by-finding-easier-areas-to-invest
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

View all
Pay-yourself-with-Global-Balanced-Fund
Insight PDf

Weekly Market Snapshot: For the week ending March 26, 2021

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

Insight PDf

Quarterly Market Matters – Q1

Quarterly update from Brent Joyce, Investment Strategist & Justin Truong, Manager, Investment Strategy

Portfolio Construction

View all
Whitepaper PDf

The benefits of private equity replication

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

Modeling-Mackenzies-fixed-income-funds
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.

Investing-in-China
Whitepaper PDf

Investing in China

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

Correlation-vs-beta-What-is-the-difference
Whitepaper PDf

Correlation vs. beta: What is the difference?

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