The last few weeks have seen a considerable increase in talk about a potential U.S. recession, largely as a result of the inversion in the yield curve. As we have written in previous notes, we are generally not ready to forecast a U.S. recession, believing instead that headwinds in the manufacturing sector will be matched by improvements in personal consumption and housing as well as Fed easing.
August 15, 2019
Mackenzie Minute: September 7, 2018
Mackenzie Minute: James Morrison, Portfolio Manager, Mackenzie Ivy Team, discusses the team’s strategy for a market flooded with capital and cheap debt.
September 7, 2018