Market Updates

Stay on top of the markets by reading the latest insights and analysis from our expert economists, portfolio managers and investment experts.

Insights from our economists

Insights PDF

Markets rally on a split Congress

Todd Mattina and Jules Boudreau look at the impact of the US election.

Insights PDF

Fighting debt with more debt

Todd Mattina and Jules Boudreau call for growth-friendly policies to reduce budget deficits post-pandemic.

Insights PDF

Not a time for fiscal austerity

Todd Mattina and Jules Boudreau share their insights and analysis on the September 23rd Throne Speech.

Insights PDF

The impact of low interest rates on retirement

Todd Mattina and Jules Boudreau share ideas about long-term asset allocation in a low interest rate environment.

Insights PDF

Are central banks “borrowing” from MMT?

Jules Boudreau discusses and compares current policy reactions to that of Modern Monetary Theory.

Insights PDF

Yields, liquidity and asset prices

Todd Mattina discusses how shifting asset yields and liquidity conditions impact multi-asset portfolios.

Insights PDF

Asset allocation for tomorrow’s uncertain economy

Todd Mattina explains why traditional 60/40 portfolios may generate lower returns in the decade ahead.

Insights PDF

Economic scenarios in the post-pandemic world

Todd Mattina looks at investor sentiment and economist forecasts since the quarantine.

Insights PDF

Rebound from the lockdown

Todd Mattina provides an economic update and explains why financial markets appear optimistic despite the slowdown.

Insights from our investment experts

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.

Insight PDF

Global Macroeconomic Update - October 2020

Dustin Reid, Chief Fixed Income Strategist, shares his views on the upcoming U.S. election and implications for markets.

Insight PDF

Global Macroeconomic Update - August 2020

Dustin Reid, Chief Fixed Income Strategist, shares insights on the Fed's recent Strategic Review and implications for the yield curve.

Insight PDF

Global Macroeconomic Update - May 2020

Dustin Reid, Chief Fixed Income Strategist, looks at how low interest rates have impacted markets.

Insight PDF

Recessions in the service age

David Aprin, Mackenzie Bluewater Team co-lead, looks at how the shift in the economy over the past 150 years has made it less cyclical.

White Papers

White Paper PDF

Long-term capital markets expectations

Our annual long-term capital market assumptions for 2020 from our Multi-Asset Strategies Team.

White Paper PDF

More money is coming your way.

The Mackenzie Resource Team looks at investing in gold as monetary policy increases the money supply

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.

White Paper PDF

The Looming Pension Crisis: Part 3

Our Fixed Income team analyzes ability of U.S state public pension progams to deal with their challenges.

White Paper PDF

The Looming Pension Crisis: Part 2

Our Fixed Income team looks at the ability of governments to deal with their pension challenges.

White Paper PDF

The Looming Pension Crisis: Part 1

Our Fixed Income team considers the underlying reasons why they see a pension crisis on the horizon.