Commentary – Mackenzie Asset Allocation Team | Mackenzie Investments

Commentary – Mackenzie Asset Allocation Team

Team Insight

What's New

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

Tags: Mackenzie Asset Allocation Team, Alain Bergeron, Todd Mattina

Italians Vote ‘No’: Implications for Italy, the Euro Area and Global Markets

Mackenzie Chief Economist Todd Mattina analyzes issues and implications of the results of Italy’s constitutional referendum.

December 6, 2016 Bookmark the Web Page, Italians Vote ‘No’: Implications for Italy, the Euro Area and Global Markets Add to My Bookmarks

Tags: Insight, Mackenzie Asset Allocation Team, Todd Mattina, Market Alert, Market Insights

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Market Commentary

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Quarterly Commentary

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Q3 2017 Commentary – Mackenzie Asset Allocation Team

From North Korea to the chaotic Trump White House, geopolitical risks made headlines again last quarter. However, despite the headline noise, the MSCI World Index returned 3.9% for the quarter in local currency terms, a reminder that headline based investing is rarely rewarding.

November 1, 2017 Bookmark the Web Page, Q3 2017 Commentary – Mackenzie Asset Allocation Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Monthly Income Balanced Portfolio, Mackenzie Monthly Income Conservative Portfolio, Symmetry Balanced Portfolio Class, Symmetry Balanced Portfolio, Symmetry Conservative Income Portfolio Class, Symmetry Conservative Income Portfolio, Symmetry Conservative Portfolio Class, Symmetry Conservative Portfolio, Symmetry Equity Portfolio Class, Symmetry Fixed Income Portfolio, Symmetry Growth Portfolio Class, Symmetry Growth Portfolio, Symmetry Moderate Growth Portfolio Class, Symmetry Moderate Growth Portfolio, Mackenzie Asset Allocation Team

Q2 2017 Commentary – Mackenzie Asset Allocation Team

Equity and bond markets generally ended higher for the quarter but if not for hawkish central bank statements at the end of the June from the European Central Bank, Bank of England, and Bank of Canada, which sent both equity and bond markets lower, returns may have been significantly better.

June 30, 2017 Bookmark the Web Page, Q2 2017 Commentary – Mackenzie Asset Allocation Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Monthly Income Balanced Portfolio, Mackenzie Monthly Income Conservative Portfolio, Symmetry Balanced Portfolio Class, Symmetry Balanced Portfolio, Symmetry Conservative Income Portfolio Class, Symmetry Conservative Income Portfolio, Symmetry Conservative Portfolio Class, Symmetry Conservative Portfolio, Symmetry Equity Portfolio Class, Symmetry Fixed Income Portfolio, Symmetry Growth Portfolio Class, Symmetry Growth Portfolio, Symmetry Moderate Growth Portfolio Class, Symmetry Moderate Growth Portfolio, Mackenzie Asset Allocation Team

Q1 2017 Commentary – Mackenzie Asset Allocation Team

Markets were heavily influenced in the first quarter by political factors revolving around U.S. President Donald Trump. Equity markets were powered to new highs during the quarter in what has been called the “Trump Trade” or “Trump Bump”, but perhaps more accurately reflects ongoing improvement in the U.S. and global economy. On balance, that mix of factors pushed risky assets up and led to the first U.S. Fed rate hike of 2017 in March.

March 31, 2017 Bookmark the Web Page, Q1 2017 Commentary – Mackenzie Asset Allocation Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Monthly Income Conservative Portfolio, Symmetry Balanced Portfolio Class, Symmetry Balanced Portfolio, Symmetry Conservative Income Portfolio Class, Symmetry Conservative Income Portfolio, Symmetry Conservative Portfolio Class, Symmetry Conservative Portfolio, Symmetry Equity Portfolio Class, Symmetry Fixed Income Portfolio, Symmetry Growth Portfolio Class, Symmetry Growth Portfolio, Symmetry Moderate Growth Portfolio Class, Symmetry Moderate Growth Portfolio

Q4 2016 Commentary – Mackenzie Asset Allocation Team

The last quarter of 2016 was full of surprises. First, similar to Q2’s surprise Brexit result, Q4 saw Donald Trump’s surprise victory in the US Presidential election. Leading up to the election, volatility increased and equity markets were pulled downward as the odds of a Trump victory increased.

December 31, 2016 Bookmark the Web Page, Q4 2016 Commentary – Mackenzie Asset Allocation Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Monthly Income Balanced Portfolio, Mackenzie Monthly Income Conservative Portfolio, Symmetry Balanced Portfolio Class, Symmetry Balanced Portfolio, Symmetry Conservative Income Portfolio Class, Symmetry Conservative Income Portfolio, Symmetry Conservative Portfolio Class, Symmetry Conservative Portfolio, Symmetry Equity Portfolio Class, Symmetry Fixed Income Portfolio, Symmetry Growth Portfolio Class, Symmetry Growth Portfolio, Symmetry Moderate Growth Portfolio Class, Symmetry Moderate Growth Portfolio, Mackenzie Asset Allocation Team

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Market Commentary

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Video Commentary