Insights

Mackenzie’s Blue Book provides a near-term view of what the coming year holds for investors.

Our sustainability experts weigh in on the challenges and opportunities in the environmental space.

Mackenzie’s Orange Book includes expert insights to help investors stay focused on long-term returns.

Find out more about carbon emissions metrics and how they can be both helpful and harmful when making investment decisions.

In this Q1 Greenchip commentary update, John Cook and Greg Payne summarize the events that happen in equity markets with the banking crisis, the collapse of Silicon Valley Bank, and provide their views on opportunities and challenges in the first quarter.

Mackenzie’s Chief Investment Officer Lesley Marks shares where she thinks inflation, energy prices and the push for a sustainable economy are headed in the coming months.

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.

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.

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

Mackenzie’s Global Quantitative Equity team believes in a core style of investing that employs fundamental ideas through a disciplined, risk-aware investment approach in seeking to generate alpha within global markets.

A darkening outlook for the global economy last month prompted the International Monetary Fund to pare back its forecast for global growth next year, down to 2.7% from 2.9% in July.

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.

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

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.

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.