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 Canadian Growth Team is preparing for this massive shift.
August 2, 2017
The advance of electric vehicles could have a major impact on oil stocks. Mackenzie Canadian Growth 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 Canadian Growth 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 Canadian Growth Team explores these concerns in their latest Market Insight.
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.
Most major global equity markets delivered positive returns over the quarter, in a post US election rally. Fixed income markets, conversely, saw a sharp sell-off. In our view, although market valuations appear to be higher than long term historical averages, they remain within reasonable ranges, given the low level of inflation and interest rates globally.
Most major global markets delivered positive returns with lower volatility compared to recent quarters. Although much of the performance was the result of a recovery from the short-lived Brexit sell-off at the end of the prior quarter, the global economy continues to grow, which we expect will result in rising corporate earnings over time.