The climate crisis is the greatest challenge we face as a species. In the ambitious push for Canada to achieve Net Zero by 2050, investors are demanding more sustainable solutions from policymakers.
John Cook, Portfolio Manager of Mackenzie Greenchip team, shares his thoughts on sustainable supply chains, end-of-life recycling and repurposing technologies that are helping companies get closer to net zero.
Hear from John Cook, portfolio manager of Mackenzie Greenchip, as he shares his thoughts on the investment opportunity in companies that are making the low carbon, sustainable economy possible.
In this outlook, the Greenchip Team has assessed the market and provides a deeper dive into three key segments: renewable utilities, solar and wind.
While sustainable equities are seeing huge growth, less is known about fixed income opportunities. We break down sustainable bond options.
Our annual Orange Book, which includes key economic data and long-term capital market assumptions from Mackenzie’s Multi-Asset Strategy Team.
Institutional investors should consider reducing overweight positions in U.S. growth stocks and increasing exposure to well-managed small companies in Europe and Asia, according to Mackenzie portfolio managers
In this webinar hosted by Benefits Canada, a roundtable of experts discuss Mackenzie’s private equity replication strategy from theory to investment application.
Private Credit: The $1 Trillion ‘New 40’ Opportunity In this article Institutional Investors profiles Mackenzie strategic partner Northleaf Capital and their innovative approach to make private markets accessible to accredited Canadian investors.
There’s been some tough sledding for quant strategies the past few years – but one created a more resilient approach that saw it through, and now believes the tailwinds are back.
China has announced an ambitious energy policy to transform the country to net zero carbon emissions by 2060, a huge step forward in meeting global climate change goals.
Focusing on the stewardship activities of Mackenzie Europe and its wholly owned subsidiary Mackenzie Investments Asia Limited.
In this series we have highlighted the impact that aging global demographics will have in triggering an impending retirement crisis which will inevitably collapse countless public and private pension plans.
Recent times have seen a sea change in China’s approach to sustainability investing. But although ESG awareness is on the rise in the country, fund managers still need to do their homework
In this article, Institutional Investor speaks with Greenchip Financial about their approach to investing and how they’ve developed a keen sense for spotting value in the companies the strategy invests in.
In this paper, Mackenzie's Global Quantitative Equity team discusses how sticking to their core approach has proven helpful during volatile market environments.
In this article, Institutional Investor speaks with Jun Li, CIO of Power Pacific, about opportunities in A-shares which she and her team in Shanghai relentlessly pursue.
In this article, Institutional Investor speaks with Darren McKiernan, SVP and Lead Portfolio Manager of Mackenzie’s Global Equity & Income team, about what makes a company stand out to his team, and how those companies fit into the portfolio.
This paper considers different approaches to managing foreign currency exposure and outlines Mackenzie Multi-Asset Strategies Team's investment philosophy.
In this special report, Institutional Investor speaks with Arup Datta, Head of Mackenzie’s Global Quantitative Equity team, about how quantitative strategies can help draw a bead on the elusive optimization of EM strategies.
Given the global importance of the U.S. as the dominant economic superpower and its signaling influence on other nations, this paper focuses on the U.S. public pension system.
In this paper, we discuss how Mackenzie’s Global Quantitative Equity team employs fundamental ideas through a disciplined, risk-aware investment approach to generate alpha within emerging markets
In this paper, we discuss China’s long-term contribution to global GDP growth and why China A is one of the keys to an efficient portfolio
Arup Datta, head of the Mackenzie Global Quantitative Equity Team, talks about why quant is suitable for emerging market investing, despite the challenge of volatility.
This second paper in our pension series focuses on the preparedness and ability of governments to deal with their pension challenges.
In this panel discussion, Jun Li, Chief Investment Officer of Sagard China offers insights from her long experience actively investing in China to highlight fascinating trends and share some of the sectors and companies they are invested in.
As China continues to open its financial sector to foreign investors and embed itself ever deeper into the global economy, now is the time to handpick the stocks and investment targets that foreign investors crave, says Jun Li, Chief Investment Officer of Sagard China.
Jun Li, Chief Investment Officer of Sagard China, joins a panel to discuss China’s growth story as it opens its financial markets further to foreign investors.
Alex Bellefleur, Chief Economist and Strategist on the Mackenzie Multi-Asset Strategies Team provides his outlook on Q1 2019.
The Mackenzie Asset Allocation Team provides a background on factor investing and insight into their innovative approach to using factors.
The Mackenzie Resource Team sees investor opportunities in the shift from inefficient, polluting resources to sustainables, as climate change is forcing leading economies to make big decisions that could have a historic impact on resource sectors.
The Mackenzie Fixed Income Team considers the underlying reasons why they see a major risk for an upcoming pension crisis and its root causes.
In this paper, we make a case for taking a small cap approach to Japan, including these top five reasons that make them a compelling addition to a small cap portfolio.