Commentary – Mackenzie Bluewater Team | Mackenzie Investments

Commentary – Mackenzie Bluewater Team

Team Insight

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High Stock Valuations can Persist in the Absence of Inflation

The Mackenzie Bluewater Team says the sustainability of equity valuations is likely tied to the sustainability of low inflation. This could mean that today's high stock valuations might inch up.

February 5, 2018 Bookmark the Web Page, High Stock Valuations can Persist in the Absence of Inflation Add to My Bookmarks

Fund Insights: Canada’s ‘Wall of Worry’

The Mackenzie Bluewater Team says Canada’s economy faces headwinds in 2018, including uncertainty around NAFTA renegotiations. Read how the Mackenzie Canadian Growth Fund is positioned to deal with a potentially slower economy.

January 25, 2018 Bookmark the Web Page, Fund Insights: Canada’s ‘Wall of Worry’ Add to My Bookmarks

Caught Speeding: The Rise of Electric Vehicles & the Impact to the Energy Sector

Electric vehicles (EVs) are primed to disrupt the energy sector in the coming years. Learn more about the adoption of EVs and how the Mackenzie Bluewater Team is preparing for this massive shift.

August 2, 2017

Market Insights: Speed Bumps in the Road: Analyzing Key Challenges to Electric Vehicle Adoption

The shift to electric vehicles poses a structural threat to the energy sector. Mackenzie Bluewater Team assesses four technical challenges for the transition.

August 2, 2017 Bookmark the Web Page, Market Insights: Speed Bumps in the Road: Analyzing Key Challenges to Electric Vehicle Adoption Add to My Bookmarks

Market Insights: The Fast Approaching Threat to the Energy Sector

The advance of electric vehicles could have a major impact on oil stocks. Mackenzie Bluewater Team factors the shift into its energy exposure.

July 27, 2017 Bookmark the Web Page, Market Insights: The Fast Approaching Threat to the Energy Sector Add to My Bookmarks

Tags: Insight, Mackenzie Bluewater Team, David Arpin

Fund Insights: Earn More by Losing Less

Strong investment processes provide upside performance and protect investors through downturns. Find out how the Mackenzie Canadian Growth Fund limits loss even in the midst of market downside. 

June 23, 2017 Bookmark the Web Page, Fund Insights: Earn More by Losing Less Add to My Bookmarks

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

Market Insights: Are Stocks Richly Valued?

The tremendous bull run of the US stock market has raised some concerns that the market has gone too far, too fast and that valuations are at high levels. The Mackenzie Bluewater Team explores these concerns in their latest Market Insight. 

March 1, 2017 Bookmark the Web Page, Market Insights: Are Stocks Richly Valued? Add to My Bookmarks

Tags: Insight, Mutual Funds, White Papers, Mackenzie Bluewater Team, David Arpin, Dina DeGeer, Market Insights

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Quarterly Commentary

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Q3 2018 Commentary – Mackenzie Bluewater Team

Global equity markets were highly volatile in the third quarter with a notable divergence. While the US markets continued to exhibit resiliency, the emerging markets fell sharply as global trade policies and rising rates continue to weigh in on global growth.

November 1, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie Bluewater Team Add to My Bookmarks

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

Q2 2018 Commentary – Mackenzie Bluewater Team

Equity markets were strong in the second quarter, rebounding from the sharp drop at the end of the first quarter. On a year to date basis, despite considerable volatility, developed markets are relatively flat. The overall economic backdrop continues to be supportive, with corporate earnings rising, which should be reflected in stock prices over time.

June 30, 2018 Bookmark the Web Page, Q2 2018 Commentary – Mackenzie Bluewater Team Add to My Bookmarks

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

Q1 2018 Commentary – Mackenzie Bluewater Team

March 31, 2018 Bookmark the Web Page, Q1 2018 Commentary – Mackenzie Bluewater Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Canadian Growth Balanced Fund, Mackenzie Canadian Growth Class, Mackenzie Canadian Growth Fund, Mackenzie Emerging Markets Opportunities Class, Mackenzie Global Growth Class, Mackenzie US Growth Class

Q4 2017 Commentary – Mackenzie Bluewater Team

The big story of the fourth quarter was broad based tax reform in the United States and the impact on corporate earnings and global growth. 

December 31, 2017 Bookmark the Web Page, Q4 2017 Commentary – Mackenzie Bluewater Team Add to My Bookmarks

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

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