Commentary – Mackenzie Ivy Team | Mackenzie Investments

Commentary – Mackenzie Ivy Team

Quarterly Commentary

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Highlights from the First Quarter Edition

A resource for both advisors and investors, the Ivy Quarterly gives perspective on the portfolios, investment philosophy and holdings in a comprehensive format. The Ivy Team discusses world markets and where they are finding value today.

April 9, 2019 Bookmark the Web Page, Ivy Quarterly Review Add to My Bookmarks

Tags: Commentaries, Ivy Funds, Mutual Funds

Q1 2019 Commentary – Mackenzie Ivy Team

Markets were up significantly in the first quarter, effectively reversing the losses incurred in Q4. Although the past six months have almost been a wash from a market perspective, high levels of volatility tend to negatively impact individual investors, whom are often whipsawed in and out of the market at precisely the wrong times.

March 31, 2019 Bookmark the Web Page, Q1 2019 Commentary – Mackenzie Ivy Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Ivy Canadian Balanced Class, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Ivy Canadian Fund, Mackenzie Ivy European Class, Mackenzie Ivy Foreign Equity Class, Mackenzie Ivy Foreign Equity Currency Neutral Class, Mackenzie Ivy Foreign Equity Fund, Mackenzie Ivy Global Balanced Class, Mackenzie Ivy Global Balanced Fund, Mackenzie Ivy International Class, Mackenzie Ivy International Equity Fund, Mackenzie Ivy International Fund

Q4 2018 Commentary – Mackenzie Ivy Team

US markets had a very strong Q4 and year in 2018. The market appears to have evolved from one being stubbornly pushed higher by unrelenting Central Bank efforts to one that is self-sustaining and accelerating in its upward momentum.

December 31, 2018 Bookmark the Web Page, Q4 2018 Commentary – Mackenzie Ivy Team Add to My Bookmarks

Tags: Insight, Mutual Funds, Commentaries, Mackenzie Ivy Canadian Balanced Class, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Ivy Canadian Fund, Mackenzie Ivy European Class, Mackenzie Ivy Foreign Equity Class, Mackenzie Ivy Foreign Equity Currency Neutral Class, Mackenzie Ivy Foreign Equity Fund, Mackenzie Ivy Global Balanced Class, Mackenzie Ivy Global Balanced Fund, Mackenzie Ivy International Class, Mackenzie Ivy International Equity Fund, Mackenzie Ivy International Fund, Mackenzie Ivy Team

Q3 2018 Commentary – Mackenzie Ivy Team

 

Global equity markets continued its positive trend in the third quarter in 2018. U.S. market was strong which continued to be driven by the Information Technology sector. Both European and Asian markets were modestly higher in the quarter, but the gains were muted when measured in Canadian dollar terms. Canadian market lagged the global markets, with the S&P/TSX Composite Index returned slightly negative during the period.

September 30, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie Ivy Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Ivy Canadian Balanced Class, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Ivy Canadian Fund, Mackenzie Ivy European Class, Mackenzie Ivy Foreign Equity Class, Mackenzie Ivy Foreign Equity Currency Neutral Class, Mackenzie Ivy Foreign Equity Fund, Mackenzie Ivy Global Balanced Class, Mackenzie Ivy Global Balanced Fund, Mackenzie Ivy International Class, Mackenzie Ivy International Equity Fund, Mackenzie Ivy International Fund, Mackenzie Ivy Team

Q2 2018 Commentary – Mackenzie Ivy Team

We are often asked how much of a market correction it would take for us to deploy our cash and be fully invested. The tongue and cheek answer is none. We are not necessarily waiting on a broad-based correction to deploy more cash, rather a sufficient number of reasonably priced Ivy-type companies would suffice.

June 30, 2018 Bookmark the Web Page, Q2 2019 Commentary – Mackenzie Ivy Team Add to My Bookmarks

Tags: Insight, Mutual Funds, Commentaries, Mackenzie Ivy Canadian Balanced Class, Mackenzie Ivy Canadian Balanced Fund, Mackenzie Ivy Canadian Fund, Mackenzie Ivy European Class, Mackenzie Ivy Foreign Equity Class, Mackenzie Ivy Foreign Equity Currency Neutral Class, Mackenzie Ivy Foreign Equity Fund, Mackenzie Ivy Global Balanced Class, Mackenzie Ivy Global Balanced Fund, Mackenzie Ivy International Class, Mackenzie Ivy International Equity Fund, Mackenzie Ivy International Fund, Mackenzie Ivy Team

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