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.
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 big story of the fourth quarter was broad based tax reform in the United States and the impact on corporate earnings and global growth.
Canada is expected to be the fastest growing G7 nation this year. During the quarter, the economic acceleration prompted The Bank of Canada (BoC) to raise overnight rates twice and market expectations are for the tightening cycle to continue.
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.