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.
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.
The shift to electric vehicles poses a structural threat to the energy sector. Mackenzie Bluewater Team assesses four technical challenges for the transition.
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
The advance of electric vehicles could have a major impact on oil stocks. Mackenzie Bluewater Team factors the shift into its energy exposure.
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.
Dina DeGeer and David Arpin of the Mackenzie Bluewater Team explain their take on the relative performance of growth and value investing styles.
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.
The fourth quarter of 2018 saw large declines in equity markets globally and a sharp upswing in volatility. There have been several large market pullbacks over the past decade and in each case markets gradually recovered and then went on to new highs.
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.
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.