Commentary | Mackenzie Investments

Commentary

Mackenzie Investments publishes regular commentaries to help advisors and investors make sense of the markets, review the recent performances of funds and anticipate future outlooks. Read Mackenzie Investments’ quarterly, monthly and team commentaries for more information.

Latest Quarterly Commentary

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Q2 2017 Commentary – Mackenzie Canadian Growth Team

Global inflation, particularly in developed countries, has been low for an extended period of time despite massive and extraordinary central bank intervention. Since inflation is both one of the most important factors in determining asset values (stocks, bonds, real estate) and an important factor in how certain industries perform, it is an economic variable that we pay attention to.

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Tags: Commentaries, Mackenzie Canadian Growth Balanced Fund, Mackenzie Canadian Growth Class, Mackenzie Canadian Growth Fund, Mackenzie Global Growth Class, Mackenzie US Growth Class, Mackenzie Canadian Growth Team

Q2 2017 Commentary – Mackenzie Fixed Income Team

What was a generally positive quarter for bonds, with 10-year yields drifting modestly lower in developed markets, turned on a dime during the last two weeks of June. A second 0.25% increase by the Fed, which was expected, combined with slightly more hawkish statements by several central banks to catch the market off-guard and produce the sharp sell-off.

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Tags: Commentaries, Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian Bond Fund, Mackenzie Canadian Growth Balanced Fund, Mackenzie Canadian Money Market Class, Mackenzie Canadian Money Market Fund, Mackenzie Canadian Short Term Income Fund, Mackenzie Floating Rate Income Fund, Mackenzie Global Strategic Income Fund, Mackenzie Global Tactical Bond Fund, Mackenzie Global Tactical Investment Grade Bond Fund, Mackenzie Income Fund, Mackenzie Investment Grade Floating Rate Fund, Mackenzie Ivy Canadian Balanced Class, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Ivy Global Balanced Class, Mackenzie Ivy Global Balanced Fund, Mackenzie Strategic Bond Fund, Mackenzie Strategic Income Fund, Mackenzie Unconstrained Fixed Income Fund, Mackenzie USD Global Strategic Income Fund, Mackenzie USD Global Tactical Bond Fund, Mackenzie USD Ultra Short Duration Income Fund, Mackenzie Fixed Income Team

Q2 2017 Commentary – Mackenzie Ivy Team

Over the second quarter of 2017, the global market finished positively. European markets were roughly flat in the quarter in local currency terms, but Canadian investors benefited from a rising euro. Much like previous quarter, the Far East equity markets continue the strong performance. U.S. equity markets continue their upward climb driven largely by continued valuation expansion.

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Tags: Insight, Mutual Funds, Commentaries, Mackenzie International Growth Class, Mackenzie International Growth Fund, Mackenzie Ivy Canadian Balanced Class, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Ivy Canadian Fund, Mackenzie Ivy European Class, Mackenzie Ivy Foreign Equity Class, Mackenzie Ivy Foreign Equity Currency Neutral Class, Mackenzie Ivy Foreign Equity Fund, Mackenzie Ivy Global Balanced Class, Mackenzie Ivy Global Balanced Fund, Mackenzie Ivy International Equity Fund, Mackenzie Ivy Team

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