Commentary – Mackenzie Bluewater Team | Mackenzie Investments

Commentary – Mackenzie Bluewater Team

Team Insight

What's New

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

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: 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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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

Q3 2017 Commentary – Mackenzie Bluewater Team

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.

November 1, 2017 Bookmark the Web Page, Q3 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

Q2 2017 Commentary – Mackenzie Bluewater Team

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.

June 30, 2017 Bookmark the Web Page, Q2 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

Q1 2017 Commentary – Mackenzie Bluewater Team

March 31, 2017 Bookmark the Web Page, Q1 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 Emerging Markets Opportunities Class, Mackenzie Global Growth Class, Mackenzie US Growth Class

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