Mackenzie Fixed Income Team

Finding flexible fixed income solutions for modern markets

Flexible fixed income for modern markets


In today’s evolving markets, we believe the approach to fixed income investing shouldn’t be fixed - flexibility can offer advantages over traditional fixed income investing. 

Flexible mindsets

We think outside of the box to source fixed income investments and create strategies that provide value over and above yield. Our flexible approach allows us to steer portfolios into more attractive yields and returns, and to reposition away from potential risks.

Leading edge perspectives

With decades of proven expertise, our Team analyzes global fixed income securities, rates, currencies and credit quality. A collaborative approach, sharing and debating ideas, allows us to capitalize on our best ideas and apply them across all strategies.

Reinventing fixed income

With our comprehensive range of funds, we continue to bring innovative ideas and forward-thinking solutions to address the needs of fixed income investors. Our credit analysis includes proprietary ESG evaluation to ensure securities meet our quality standards.

Meet our team

Konstantin Boehmer, MBA

SVP, Head of Fixed Income, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2003

Joined Mackenzie in 2013

  • Responsible for active management of $60 billion of global fixed income assets using fundamental and quantitative/technical strategies
  • Previously, held senior fixed income portfolio management roles in Germany and New York at a global investment firm
  • BA in European business and Spanish; MBA from the Sloan School of Management, MIT

Felix Wong, MBA,CFA

VP, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 1988

Joined Mackenzie in 1988

  • Oversees tactical portfolio management of Canadian investment-grade portfolios
  • Previously, held roles of AVP of Credit at a large international bank, and research analyst covering Asia-Pacific at a boutique investment firm, which was acquired by Mackenzie Investments in 2008
  • BSc and MBA from the University of Toronto

Dan Cooper, CFA

SVP, Head of Credit, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 1997

Joined Mackenzie in 1997

  • Responsible for the active management of $10 billion of higher yielding portfolios, overseeing portfolio managers, the Head of Investment Research and six analysts
  • Joined the Fixed Income Team as a high yield credit analyst in 2006 and has held progressively more senior positions and responsibilities
  • BComm from York University

Movin Mokbel, MBA,CFA

VP, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 1998

Joined Mackenzie in 2012

  • Specializes in the loan market and high-yield bond mandates, engaging with credit and trading teams in day-to-day securities selection and trading
  • Worked on Wall Street as a high-yield analyst on the trading desk and a deal-structuring investment banker
  • BSc; MBA from University of Toronto

Dustin Reid, MBA

VP, Chief Fixed Income Strategist
Mackenzie Fixed Income Team

Investment experience since 1997

Joined Mackenzie in 2018

  • Specializes in macro research/analysis of global monetary and fiscal policy, economic data, and geopolitics
  • Former Chief Market Strategist of a macro research house; Global Head of foreign exchange strategy at a multinational European bank; and economist at a Swiss investment bank
  • Began his career as a trader for the Bank of Canada’s Foreign Reserve Fund and quantitative researcher at a major bank
  • BA in economics; MBA from the Ivey Business School at University of Western Ontario 

Caroline Chan, MBA,CFA

VP, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2001

Joined Mackenzie in 2018

  • Responsible for day-to-day management of investment grade portfolios, specializing in credit, structured products and derivatives
  • Began her career as a management consultant with Deloitte; worked 20 years in finance on both the sell-side and buy-side for large investment firms in London and Hong Kong
  • BASc in electrical engineering and mathematics; MBA from the Sloan School of Management at MIT

Ken Yip, MBA

VP, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2005

Joined Mackenzie in 2014

  • Specializes in non-investment grade assets
  • Worked on the Debt Capital Markets team at a major Canadian bank, playing a role in structuring high yield transactions. Began his career as a Financial Analyst with a global credit rating agency
  • BA in economics, finance and international trade; MBA from the Rotman School of Management at University of Toronto

Tom Jurisic

SVP, Head of Fixed Income Trading
Mackenzie Fixed Income Team

Investment experience since 1994

Joined Mackenzie in 2010

  • Oversees a team of traders focused on best execution across a wide range of securities, including sovereign bonds, corporate bonds, high yield bonds, floating rate loans, emerging market debt, money markets and fixed income derivatives
  • Member of the Trade Management Oversight Committee and the Fund Liquidity Risk Management Committee
  • BComm from York University

Jon Ennis, MBA,CFA

VP, Head of Investment Research
Mackenzie Fixed Income Team

Investment experience since 2008

Joined Mackenzie in 2008

  • Leads Mackenzie’s Credit Research Team of eight analysts covering hundreds of corporate issuers and more than $20 billion of corporate debt holdings
  • Works to integrate ESG across all corporate debt holdings, and expand credit research coverage in Europe and emerging markets
  • BComm and MBA from the Smith School of Business at Queen’s University

Hadiza Djataou, MBA

VP, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2002

Joined Mackenzie in 2019

  • Responsible for the active management of global fixed income mandates, employing fundamental and quantitative strategies. Participates in ESG integration across fixed income mandates.
  • Worked as a fixed income portfolio manager for 12 years at a global investment firm in Paris, managing global credit and aggregate bond portfolios
  • BA in mathematics and computer science; two MAs in banking, monetary policies and international finance from Université Paris Dauphine; MBA from Washington University

Mark Hamlin, CFA

VP, Investment Management
Mackenzie Fixed Income Team

Investment experience since 1995

Joined Mackenzie in 2021

  • Co-manages investment grade portfolios
  • Previously, was a member of a portfolio management team managing $17 billion of fixed income assets for an asset management firm, which was acquired by Mackenzie in 2021
  • Worked in senior positions with leading financial companies in London, UK and New York
  • BA in economics from Carleton University

Jenny Wan, CIM

Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2003

Joined Mackenzie in 2021

  • Oversees fixed-income portfolio management and bond analytics across a variety of Canadian investment-grade portfolios
  • Worked as a portfolio manager for a Canadian asset management firm, which was acquired by Mackenzie in 2021
  • BA in economics from the University of Waterloo

Our insights

Insight PDf

Global Macroeconomic
Update

At its July policy meeting, the Bank of Canada (BoC) opted to hike rates by 100bps, surprising most on the street and taking the Bank’s key rate to 2.5%.

Whitepaper PDf

Opportunities in ESG-oriented solutions

Sustainable fixed income research.

Insight

Loans – Delivering Across Cycles

Floating rate loans may offer higher yields and be less sensitive to interest rate changes than traditional bonds. This fund offers access to an asset class often beyond the reach of individual investors.

Insight

Hunting for yield in a low-rate environment

An in-depth analysis of credit markets: the size of the opportunity, how much risk should you take, and how to generate attractive returns in a low-yield world.

Resources

Monthly Commentaries – Mackenzie Fixed Income Team

The Mackenzie Fixed Income team: Our approach towards responsible investing

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