Commentary – Mackenzie North American Equities Team | Mackenzie Investments

Commentary – Mackenzie North American Equities Team

Quarterly Commentary

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Q1 2019 Commentary – Mackenzie North American Equities Team*

Our investment philosophy and process are primarily a bottom up strategy which focuses on investing in high quality companies which trade at a significant discount to fair value.

March 31, 2019 Bookmark the Web Page, Q1 2019 Commentary – Mackenzie North American Equities Team* Add to My Bookmarks

Tags: Mutual Funds, Commentaries, Mackenzie Canadian All Cap Balanced Class, Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian All Cap Dividend Class, Mackenzie Canadian All Cap Dividend Fund, Mackenzie Canadian All Cap Dividend Growth Fund, Mackenzie Canadian All Cap Value Class, Mackenzie Canadian All Cap Value Fund, Mackenzie Canadian Large Cap Dividend Class, Mackenzie Canadian Large Cap Dividend Fund, Mackenzie Canadian Small Cap Class, Mackenzie Monthly Income Balanced Portfolio, Mackenzie Strategic Income Fund

Q4 2018 Commentary – Mackenzie North American Equities Team*

Our investment philosophy and process is primarily a bottom up strategy which focuses on investing in high quality companies which trade at a significant discount to fair value. However, we also incorporate economic and business cycle analysis into our process as a secondary consideration which at times allows for changes to sector positioning.

December 31, 2018 Bookmark the Web Page, Q4 2018 Commentary – Mackenzie North American Equities Team* Add to My Bookmarks

Tags: Commentaries, Mackenzie Canadian All Cap Balanced Class, Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian All Cap Dividend Class, Mackenzie Canadian All Cap Dividend Fund, Mackenzie Canadian All Cap Dividend Growth Fund, Mackenzie Canadian All Cap Value Class, Mackenzie Canadian All Cap Value Fund, Mackenzie Canadian Large Cap Dividend Class, Mackenzie Canadian Large Cap Dividend Fund, Mackenzie Canadian Small Cap Class, Mackenzie Strategic Income Fund

Q3 2018 Commentary – Mackenzie North American Equities Team

The portfolio management team remains optimistic on the outlook for Canadian equity markets. The Canadian economy is expected to be the beneficiary of strong global economic growth driven primarily by the United States. This backdrop is expected to result in decent earnings growth for the overall market which should be positive for equity market returns. We believe earnings growth and a re-rating will drive Canadian equity market returns in the coming period as valuations are increasingly attractive with the market trading below historical average valuation levels and a significant discount to U.S. benchmarks.

November 1, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie North American Equities Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Canadian All Cap Balanced Class, Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian All Cap Dividend Class, Mackenzie Canadian All Cap Dividend Fund, Mackenzie Canadian All Cap Dividend Growth Fund, Mackenzie Canadian All Cap Value Class, Mackenzie Canadian All Cap Value Fund, Mackenzie Canadian Large Cap Dividend Class, Mackenzie Canadian Large Cap Dividend Fund, Mackenzie Canadian Small Cap Class, Mackenzie Strategic Income Fund, Mackenzie North American Equities Team

Q2 2018 Commentary – Mackenzie North American Equities Team*

The portfolio management team remains optimistic on the outlook for Canadian equity markets. Although we are likely in the later stages of the economic cycle, the Canadian economy is expected to continue benefiting from strong demand for goods and services from the United States. This should allow for continued strength in corporate profits resulting in positive equity market returns.

June 30, 2018 Bookmark the Web Page, Q2 2019 Commentary – Mackenzie North American Equities Team* Add to My Bookmarks

Tags: Commentaries, Mackenzie Canadian All Cap Balanced Class, Mackenzie Canadian All Cap Balanced Fund, Mackenzie Canadian All Cap Dividend Class, Mackenzie Canadian All Cap Dividend Fund, Mackenzie Canadian All Cap Dividend Growth Fund, Mackenzie Canadian All Cap Value Class, Mackenzie Canadian All Cap Value Fund, Mackenzie Canadian Large Cap Dividend Class, Mackenzie Canadian Large Cap Dividend Fund, Mackenzie Canadian Small Cap Class, Mackenzie Strategic Income Fund, Mackenzie North American Equities Team

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