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.

May 4, 2018 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

A Track Record of Consistency

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

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. 

April 30, 2018 Bookmark the Web Page, Fund Insight: Pay Yourself with Ivy Canadian Balanced Add to My Bookmarks

Putting the 2018 Market Decline into Perspective

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

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

Global equity valuations are higher than their 20-year averages so investors can position portfolios for a potential correction.

September 8, 2017 Bookmark the Web Page, Market Insight: Global Equity Valuations offer Investors Food for Thought 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

Investor Insights: Stay on Track to Get Ahead

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.

May 19, 2017 Bookmark the Web Page, Investor Insights: Stay on Track to Get Ahead Add to My Bookmarks

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

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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.

March 31, 2018 Bookmark the Web Page, Ivy Quarterly Review Add to My Bookmarks

Tags: Commentaries, Ivy Funds, Mutual Funds

Q1 2018 Commentary – Mackenzie Ivy Team

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.

March 31, 2018 Bookmark the Web Page, Q1 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

Q4 2017 Commentary – Mackenzie Ivy Team

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.

December 31, 2017 Bookmark the Web Page, Q4 2017 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 2017 Commentary – Mackenzie Ivy Team

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.

September 30, 2017 Bookmark the Web Page, Q3 2017 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 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 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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Market Commentary

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Video Commentary