Commentary – Mackenzie Growth Team | Mackenzie Investments

Commentary – Mackenzie Growth Team

Team Insight

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Reducing Cyclical Exposures to Find Growth

Portfolio Manager Phil Taller talks about positioning the Mackenzie US Mid Cap Growth Class amid developments with the US economy, President Donald Trump and healthcare.

May 18, 2017 Bookmark the Web Page, Reducing Cyclical Exposures to Find Growth Add to My Bookmarks

Tags: Mackenzie US Mid Cap Growth Class, Mackenzie Growth Team, Phil Taller

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Quarterly Commentary

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Q1 2017 Commentary – Mackenzie Growth Team

US equities performed well to start the year. The Russell Mid Cap TR index (CAD) returned 4.1% during the quarter. Notably, though, the market was led by Health Care and Technology – more of a growth-led market versus the value leadership that prevailed to end 2016.

March 31, 2017 Bookmark the Web Page, Q1 2017 Commentary – Mackenzie Growth Team Add to My Bookmarks

Tags: Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class

Q4 2016 Commentary – Mackenzie Growth Team

December 31, 2016 Bookmark the Web Page, Q4 2016 Commentary – Mackenzie Growth Team Add to My Bookmarks

Tags: Insight, Mutual Funds, Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class, Mackenzie Growth Team

Q3 2016 Commentary – Mackenzie Growth Team

US equities performed well. The Russell Mid Cap TR index returned 6.1% (CAD). The information technology and energy sectors were the biggest drivers of returns, with health care and industrials also contributing positively. Conversely, utilities, telecommunications and consumer staples sectors detracted from performance.

September 30, 2016 Bookmark the Web Page, Q3 2016 Commentary – Mackenzie Growth Team Add to My Bookmarks

Tags: Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class, Mackenzie Growth Team

Q2 2016 Commentary – Mackenzie Growth Team

In general, markets offered mixed returns this quarter.  The S&P 500 was up 1.8%, while in Europe the Euro Stoxx index was down 7.2%. In Asia the Nikkei was up 5.1% while Chinese markets declined.

June 30, 2016 Bookmark the Web Page, Q2 2016 Commentary – Mackenzie Growth Team Add to My Bookmarks

Tags: Commentaries, Mackenzie US Mid Cap Growth Class, Mackenzie US Mid Cap Growth Currency Neutral Class, Mackenzie Growth Team

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