Expert Insights | Mackenzie Investments

Expert Insights

Mackenzie’s thought leaders share their expert knowledge on investment strategies, portfolio construction, the economy and the markets and more. 

Check out our expert insight videos here.

Latest Insights

Investor Insights: Why Balanced? For Returns and Managing Risk

Balanced funds can anchor a portfolio by diversifying across equities, bonds and cash for consistent performance and risk management. Learn how balance can strengthen your portfolio’s core.

July 11, 2019 Bookmark the Web Page, Investor Insights: Why Balanced? For Returns and Managing Risk Add to My Bookmarks

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(Login Required) Fund Insights: A Balanced Solution to Meet Your Clients’ Needs

To help meet these needs, Mackenzie Canadian Growth Balanced Fund invests in high-quality, geographically diverse companies and “core plus” fixed-income securities that can provide long-term capital appreciation and reasonable safety of capital.

May 2, 2019 Bookmark the Web Page, Fund Insights: A Balanced Solution to Meet Your Clients’ Needs Add to My Bookmarks

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Fund Insights: How Chinese Equity can Enhance Global Equity Portfolios

China is too big to ignore as an investment opportunity. Our analysis of the effect of adding Chinese equity to a global equity portfolio can be a guide for Canadians who are considering an investment in China. 

November 1, 2017 Bookmark the Web Page, Fund Insights: How Chinese Equity can Enhance Global Equity Portfolios Add to My Bookmarks

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Market Insights: Retail Investors Push to Make an Impact

More Canadian investors want sustainable, responsible and impactful investments. Two groups, in particular, are driving demand for SRI solutions.

October 10, 2017 Bookmark the Web Page, Market Insights: Retail Investors Push to Make an Impact Add to My Bookmarks

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Investor Insights: Curb Your Home Bias for Better Investment Health

Too much focus on Canadian stocks can increase risk. Diversifying with global stocks can lower risk and create opportunities.

August 11, 2017 Bookmark the Web Page, Investor Insights: Curb Your Home Bias for Better Investment Health Add to My Bookmarks

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Fund Insights: Reducing Cyclical Exposures

Portfolio Manager Phil Taller talks about positioning the Mackenzie US Mid Cap Growth Class amid developments with the US economy, President Donald Trump and healthcare.

May 18, 2017 Bookmark the Web Page, Fund Insights: Reducing Cyclical Exposures Add to My Bookmarks

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A Systematic Approach for Asset Class Valuation

The Mackenzie Asset Allocation Team has developed a tool to value global assets on the basis of expected fundamentals. Read the Team’s new white paper to learn more about the tool and its role in their tactical asset allocation process. 

May 5, 2017 Bookmark the Web Page, A Systematic Approach for Asset Class Valuation Add to My Bookmarks

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Market Insights: Growth or Value, Where Do We Go From Here?

Dina DeGeer and David Arpin of the Mackenzie Bluewater Team explain their take on the relative performance of growth and value investing styles.

April 12, 2017 Bookmark the Web Page, Market Insights: Growth or Value, Where Do We Go From Here? Add to My Bookmarks

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Latest Insights

Investor Insights: Why Balanced? For Returns and Managing Risk

Balanced funds can anchor a portfolio by diversifying across equities, bonds and cash for consistent performance and risk management. Learn how balance can strengthen your portfolio’s core.

July 11, 2019 Bookmark the Web Page, Investor Insights: Why Balanced? For Returns and Managing Risk Add to My Bookmarks

Read more

(Login Required) Fund Insights: A Balanced Solution to Meet Your Clients’ Needs

To help meet these needs, Mackenzie Canadian Growth Balanced Fund invests in high-quality, geographically diverse companies and “core plus” fixed-income securities that can provide long-term capital appreciation and reasonable safety of capital.

May 2, 2019 Bookmark the Web Page, Fund Insights: A Balanced Solution to Meet Your Clients’ Needs Add to My Bookmarks

(Login Required)Read more

Fund Insights: How Chinese Equity can Enhance Global Equity Portfolios

China is too big to ignore as an investment opportunity. Our analysis of the effect of adding Chinese equity to a global equity portfolio can be a guide for Canadians who are considering an investment in China. 

November 1, 2017 Bookmark the Web Page, Fund Insights: How Chinese Equity can Enhance Global Equity Portfolios Add to My Bookmarks

Read more

Investor Insights: Curb Your Home Bias for Better Investment Health

Too much focus on Canadian stocks can increase risk. Diversifying with global stocks can lower risk and create opportunities.

August 11, 2017 Bookmark the Web Page, Investor Insights: Curb Your Home Bias for Better Investment Health Add to My Bookmarks

Read more

A Systematic Approach for Asset Class Valuation

The Mackenzie Asset Allocation Team has developed a tool to value global assets on the basis of expected fundamentals. Read the Team’s new white paper to learn more about the tool and its role in their tactical asset allocation process. 

May 5, 2017 Bookmark the Web Page, A Systematic Approach for Asset Class Valuation Add to My Bookmarks

Read more

Latest Insights

Investor Insights: Why Balanced? For Returns and Managing Risk

Balanced funds can anchor a portfolio by diversifying across equities, bonds and cash for consistent performance and risk management. Learn how balance can strengthen your portfolio’s core.

July 11, 2019 Bookmark the Web Page, Investor Insights: Why Balanced? For Returns and Managing Risk Add to My Bookmarks

Read more

Correlation vs. Beta: What is The Difference and Why Does It Matter?

How much will a new investment idea diversify a portfolio? Will it really add something new? Or will it just provide more of the same? To answer that question, many people start with the correlation coefficient.

May 23, 2019 Bookmark the Web Page, Correlation vs. Beta: What is The Difference and Why Does It Matter? Add to My Bookmarks

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Swimming in Cross-currents

What a difference a quarter makes. 2018 was, by and large, a good year for the economy, at least in the U.S., but a bad one for assets.

April 3, 2019 Bookmark the Web Page, Swimming in Cross-currents Add to My Bookmarks

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(Login Required)Risks from Brexit in Mackenzie Ivy European Class

When it comes to Britain parting economic ways with the European Union – so-called ‘Brexit’ – we don’t have any particular insight into the eventual outcome of the thoroughly confusing soap opera that is playing out across the Atlantic.

March 27, 2019 Bookmark the Web Page, Risks from Brexit in Mackenzie Ivy European Class Add to My Bookmarks

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2019 Federal Budget: Budgeting Amid an Economic Slowdown and Upcoming Election

As expected, there were no real surprises in the Trudeau government’s last budget before the fall election. While there was no specific industrial or infrastructure stimulus, there was certainly a broad mix of measures to address kitchen table issues—housing, education, skills training, drug prices, and others. What does this mean for investors? Mackenzie Investments Chief Economist and Strategist, Alex Bellefleur shares his commentary.

March 21, 2019

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Brexit: From Referendum to ‘Neverendum’

With MPs likely to extend the Brexit deadline past March 29, Mackenzie Investments Chief Economist and Strategist, Alex Bellefleur tells you what it all means for investors.

March 13, 2019 Bookmark the Web Page, Brexit: From Referendum to ‘Neverendum’ Add to My Bookmarks

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The Chief Fixed Income Strategist’s Views on the U.S. Yield Curve

In the last 24 hours a portion of the US Treasury curve has inverted, namely the 2s – 5s sector, by a couple of basis points. Most market watchers would not classify the 2s- 5s inversion as the key metric for curve inversion or the economic outlook, preferring to watch the 2s – 10s space as a better barometer of (possible) signs to come. Nevertheless, the inversion has caught the attention of many.

December 4, 2018

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Market Insights: Retail Investors Push to Make an Impact

More Canadian investors want sustainable, responsible and impactful investments. Two groups, in particular, are driving demand for SRI solutions.

October 10, 2017 Bookmark the Web Page, Market Insights: Retail Investors Push to Make an Impact Add to My Bookmarks

Read more

Fund Insights: Reducing Cyclical Exposures

Portfolio Manager Phil Taller talks about positioning the Mackenzie US Mid Cap Growth Class amid developments with the US economy, President Donald Trump and healthcare.

May 18, 2017 Bookmark the Web Page, Fund Insights: Reducing Cyclical Exposures Add to My Bookmarks

Read more

Relief rally following the first round of the French presidential election

On April 23, France held the first round of its Presidential Election. Todd Mattina, Chief Economist and Strategist on the Mackenzie Asset Allocation Team, discusses the first round results and the immediate impact on global markets. 

April 24, 2017 Bookmark the Web Page, Relief rally following the first round of the French presidential election Add to My Bookmarks

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Market Insights: Growth or Value, Where Do We Go From Here?

Dina DeGeer and David Arpin of the Mackenzie Bluewater Team explain their take on the relative performance of growth and value investing styles.

April 12, 2017 Bookmark the Web Page, Market Insights: Growth or Value, Where Do We Go From Here? Add to My Bookmarks

Read more