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.

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

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.

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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.

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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

Q3 2017 Commentary – Mackenzie Resource Team

The number of countries now participating in the current global economic expansion reached levels last seen in the mid-2000s. With such breadth, the global economy is now lifting PMI and other leading indicators higher, confirming the early sign that the global economy has reached a point where growing capital expenditures can be sustained.

September 30, 2017 Bookmark the Web Page, Q3 2017 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

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