Commentary – Mackenzie Resource Team | Mackenzie Investments

Commentary – Mackenzie Resource Team

Team Insight

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White paper: From Oil to Lithium

Mackenzie Resource Team sees investor opportunities in the shift from inefficient, polluting resources to sustainables. Climate change is forcing leading economies to make big decisions that could have a historic impact on resource sectors.

February 2, 2018 Bookmark the Web Page, White paper: From Oil to Lithium Add to My Bookmarks

Sustainable Free Cash Flow Analysis: A Better Measure for Resource Equities

In today’s challenging environment for global commodity prices, conventional valuation measures may not be the most effective in selecting resource stocks. In this paper, we examine the application of sustainable Free Cash Flow analysis for companies with high capital intensity.

September 1, 2015

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Market Commentary

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Quarterly Commentary

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Q3 2018 Commentary – Mackenzie Resource Team

While US equity markets continued their near-linear upward trajectory, emerging markets and the resources sector experienced a substantial set-back during Q3/2018.

September 30, 2018 Bookmark the Web Page, Q3 2018 Commentary – Mackenzie Resource Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Canadian Resource Fund, Mackenzie Global Resource Class, Mackenzie Gold Bullion Class, Mackenzie Precious Metals Class, Mackenzie Resource Team

Q2 2018 Commentary – Mackenzie Resource Team

Global growth continued into the second quarter with the United States and China leading. Despite a negative overhang from contentious trade disputes, the US looks as though it will post solid growth rate for Q2.

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Q1 2018 Commentary – Mackenzie Resource Team

Synchronized global growth persisted through the first quarter of 2018 despite some moderation in growth rates from elevated levels in late-2017.

March 31, 2018 Bookmark the Web Page, Q1 2018 Commentary – Mackenzie Resource Team Add to My Bookmarks

Tags: Commentaries, Mackenzie Canadian Resource Fund, Mackenzie Global Resource Class, Mackenzie Gold Bullion Class, Mackenzie Precious Metals Class

Q4 2017 Commentary – Mackenzie Resource Team

Synchronized global economic growth firmed through all four quarters of 2017. We believe growth could accelerate in 2018 to nominal growth rates not seen since the 2000s.

December 31, 2017 Bookmark the Web Page, Q4 2017 Commentary – Mackenzie Resource Team Add to My Bookmarks

Tags: Insight, Mutual Funds, Commentaries, Mackenzie Canadian Resource Fund, Mackenzie Global Resource Class, Mackenzie Gold Bullion Class, Mackenzie Precious Metals Class, Mackenzie Resource Team, Market Insights

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Market Commentary

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