Commentary – Mackenzie Ivy Team | Mackenzie Investments

Commentary – Mackenzie Ivy Team

Team Insight

What's New

Fund Insights: Pay Yourself with Ivy Global Balanced

Capital preservation is key for investors who draw regular income from their investments. Learn how the Mackenzie Ivy Global Balanced Fund/Class are uniquely positioned to protect on the downside.

June 15, 2017 Bookmark the Web Page, Fund Insights: Pay Yourself with Ivy Global Balanced Add to My Bookmarks

Tags: Insight, Mackenzie Ivy Global Balanced Class, Mackenzie Ivy Global Balanced Fund, Mutual Funds

Puts Protect the Downside for Government Bonds

The Mackenzie Ivy Team has introduced more structural downside protection for fixed-income portions of their balanced portfolios to maintain growth potential.

January 27, 2017 Bookmark the Web Page, Puts Protect the Downside for Government Bonds Add to My Bookmarks

Tags: Mutual Funds, White Papers, Mackenzie Ivy Team, Market Insights

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Market Commentary

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Quarterly Commentary

What's New

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.

March 31, 2017 Bookmark the Web Page, Ivy Quarterly Review Add to My Bookmarks

Tags: Commentaries, Ivy Funds, Mutual Funds

Q1 2017 Commentary – Mackenzie Ivy Team

Over the first quarter of 2017, the global market finished strong, continuing the trend that started last fall. Far East markets outperformed the US and European markets; this is the opposite of what was observed in Q4, when Far East markets lagged their global counterparts. European markets also posted strong performance. US markets achieved new all-time highs. The U.S. Federal Reserve raised the federal funds rate again in March 2017, after the hike in December 2016, citing higher home prices, low unemployment rate and improving economic confidence.

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

Tags: Commentaries, Mackenzie International Growth Class, Mackenzie International Growth Fund, 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 Equity Fund

Q4 2016 Commentary – Mackenzie Ivy Team

The fourth quarter was an interesting end to an eventful year in U.S. equity markets.  A strong finish after a weak start.  Total corporate earnings were roughly flat year over year as local currency growth for global corporations was offset by currency and energy and commodity exposed companies across many different sectors saw earnings deteriorate while domestic companies without commodity exposure experienced steady growth.  

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

Tags: Insight, Mutual Funds, Commentaries, Mackenzie International Growth Class, Mackenzie International Growth Fund, 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 Equity Fund, Mackenzie Ivy Team

Q3 2016 Commentary – Mackenzie Ivy Team

The U.S. market was led by segments of the Technology space and the Materials sector, as concerns over valuations have abated in Technology and the direction of change in commodity markets turned positive. We had little exposure to either of these quarterly market tailwinds, and so the U.S. holdings underperformed.

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

Tags: Commentaries, Mackenzie International Growth Class, Mackenzie International Growth Fund, 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 Equity Fund, Mackenzie Ivy Team

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Market Commentary

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Video Commentary