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.
Consistency of investment returns is crucial to the stability of an investor’s capital growth over time. Learn how Mackenzie Ivy Foreign Equity Fund has given investors a consistent investment experience over many market cycles.
April 30, 2018
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.
So far in 2018 equity markets have experienced a dramatic uptick in volatility coupled with multi-year performance lows across regions. Markets peaked around the end of January and found their most recent bottom some time during the trading day on February 9. During that period, the MSCI World Index declined about 7% in CAD terms (using end-of-day levels).
March 15, 2018
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
Global equity valuations are higher than their 20-year averages so investors can position portfolios for a potential correction.
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.
Emotional investing can leave some investors on the sidelines when the market makes gains. Learn why it is best to stay invested over the long run.
The Mackenzie Ivy Team has introduced more structural downside protection for fixed-income portions of their balanced portfolios to maintain growth potential.
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.
U.S. markets experienced some volatility for the first time after a record-breaking run of subdued volatility. The current bull market is the second longest in history at 107 months and is third in amplitude at a 306.5% total gain from the March 9, 2009 low to January 26th when the most recent high was made.
US markets had a very strong Q4 and year in 2017. 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.
Over the third quarter of 2017, global economic growth was positive over the period as a range of indicators suggested that expansion is under way in most developed nations. Despite geopolitical tensions with respect to North Korea, global equity markets rose in response to increasing corporate earnings, while Canadian equity markets were up only modestly. Given improved growth and lower deflation risks, the European Central Bank hinted that it may tighten its accommodative monetary policy by further reducing asset purchases.
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.