Commentary – Mackenzie Ivy Team | Mackenzie Investments

Commentary – Mackenzie Ivy Team

Team Insight

What's New

What Goes Up: Rising Equity Valuations and their Implications

Global equity valuations are above their 20-year averages. Daniel Arsenault, Investment Director with the Mackenzie Ivy Team discusses these valuations and what they means for investors.

September 12, 2017

Market Insight: Global Equity Valuations offer Investors Food for Thought

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Fund Insight: Pay Yourself with Ivy Canadian Balanced

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

August 31, 2017 Bookmark the Web Page, Fund Insight: Pay Yourself with Ivy Canadian Balanced Add to My Bookmarks

Investor Insights: Why Balanced? For Returns and Managing Risk

Balanced funds can anchor a portfolio by diversifying across equities, bonds and cash for consistent performance and risk management. Learn how balance can strengthen your portfolio’s core.

August 24, 2017 Bookmark the Web Page, Investor Insights: Why Balanced? For Returns and Managing Risk Add to My Bookmarks

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

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Market Commentary

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Quarterly Commentary

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Q2 2017 Commentary – Mackenzie Ivy Team

Over the second quarter of 2017, the global market finished positively. European markets were roughly flat in the quarter in local currency terms, but Canadian investors benefited from a rising euro. Much like previous quarter, the Far East equity markets continue the strong performance. U.S. equity markets continue their upward climb driven largely by continued valuation expansion.

June 30, 2017 Bookmark the Web Page, Q2 2017 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

Highlights from the Second 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.

June 30, 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