This year opened with high hopes and even higher expectations. Capital markets pinned their hopes on vaccine efficacy holding up, and that renewed lockdowns (especially in Europe and Canada) only meant a shift in timing, not derailment – for now (and fingers crossed), markets appear to be correct.

Basking in the glow of vaccine success stories, equity markets have feasted upon a string of positives. How will they react if the flow of good news peaks?

While the campaign remains in its early innings, the electoral race looks more unsettled than just a few weeks ago.

With the peak rate of expansion and policy accommodation already behind us, the economic cycle is transitioning to a new phase. The challenge for policymakers in developed economies is a heightened risk of “unforced errors” in guiding the recovery through the transition to mid-cycle growth.

Loose monetary policies, large fiscal deficits and a sharply recovering global economy have heightened investor concerns about persistent inflationary pressures. Following a transitory increase in prices, we believe that the balance of risks is tilted towards stable inflation near central bank targets in the long term.

As the pandemic risk begins to recede, macro imbalances could become new sources of risk. Mackenzie’s Chief Economist Todd Mattina and Economist Jules Boudreau examine the implications for asset allocation.

This infographic highlights the key takeaways from the 2021 Federal Budget, making it easy to understand and perfect to share with clients.

The 2021 Federal Budget tabled by Finance Minister Chrystia Freeland on Monday, April 19, 2021, contained several proposals that will impact the financial, tax and estate plans of Canadians. The following is a summary of the most relevant budget proposals that may impact financial advisors and their clients.

Next on Democrats’ policy checklist is a wide-ranging infrastructure plan, a potential catalyst to both short-term and long-term growth. But will it live up to its hype? Mackenzie’s Chief Economist Todd Mattina and Economist Jules Boudreau examine the likely impact that infrastructure spending will have on the US economy.

While mainstream adoption of the leading cryptocurrencies for daily transactions is still unlikely, they have potential as financial assets, possibly as a replacement or complement to gold. Mackenzie’s Chief Economist Todd Mattina and Economist Jules Boudreau examine the challenges and the opportunities for Bitcoin.

New US President Joe Biden has unveiled his $1.9 trillion American Rescue Plan (ARP). The program should provide a short-term boost to economic recovery and jobs, according to Mackenzie’s Chief Economist Todd Mattina and Economist Jules Boudreau.

As investors turn their attention to the outlook for the global economy and financial markets next year, it’s important to keep a focus on the long term.

Durable growth stocks that can outperform in a variety of economic environments.

Responding to investors’ interest in the green economy.

One of the most important strategies for achieving your long-term investing goals is diversification – spreading investment dollars across different types of funds based on your goals, needs, and risk tolerance.