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Expert Insights

Mackenzie’s thought leaders share their expert knowledge on investment strategies, portfolio construction, the economy and the markets and more.

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Read Mackenzie Insight to learn how Sustainable, Responsible and Impact Investing (SRI) offers you an opportunity to earn competitive returns while supporting environmental, social and governance change.

Tags: Mutual Funds

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Fund Insights: Leverage the Future

The US Mid Cap Growth Class continues to leverage the future adding new companies to its holdings.

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Investor Insight: Value stocks are overdue for a comeback

The Mackenzie Cundill Team says it’s value investing’s time to shine as global economic growth, interest rates and inflation rise.

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Market Insights: Are Stocks Richly Valued?

The Mackenzie Bluewater Team explores whether valuations are richly valued or not.

Tags: Mutual Funds, David Arpin, Dina DeGeer

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Market Insight: Global Equity Valuations offer Investors Food for Thought

Global equity valuations are higher than their 20-year averages so investors can position portfolios for a potential correction.

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Fund Insight: Pay Yourself with Ivy Canadian Balanced

Insight paper about the Mackenzie Ivy Canadian Balanced Fund/Class.

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Market Insights: Speed Bumps in the Road: Analyzing Key Challenges to Electric Vehicle Adoption

Electric vehicles are a major risk to the energy sector as technology overcomes cost and other challenges for consumers.

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Market Insights: Growth or Value, Where Do We Go From Here?

The Mackenzie Bluewater Team explains its take on the relative performance of growth and value investing.

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Fund Insights: Why Mackenzie US Mid Cap Growth Class

US mid cap companies have market capitalizations ranging from 2 billion to 20 billion US Dollars, and can offer investors a risk-return sweet spot.

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Fund Insights: Mackenzie Cundill US Class

Jonathan Norwood, Portfolio Manager for Mackenzie Cundill US Class, discusses some of the reasons to own the Fund and the importance of value investing.

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(Login Required)Tax Insights

Review the different tax insights provided by Mackenzie Investments that can help you with tax and estate planning.

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Fund Insights: Finding Value in an Expensive Market

Stock markets are expensive, so goes the common refrain from the media and market pundits. If you also fear that markets are expensive and want to know where to find undervalued stocks, this paper identifies three key approaches used by the Mackenzie Cundill Team.

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Fund Insights: Reducing Cyclical Exposures

Phil Taller explains positioning Mackenzie US Mid Cap Growth Fund amid developments with the US economy and Donald Trump.

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Market Insight: How (and Why) to Invest into the China Equity Market Correction

In 2018, Chinese equity markets have been down between 15% and 25% depending on the benchmark and period examined. Over the long-term, China equity has produced massive growth – in both economic and stock market terms – with volatility to match.

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Precision Webcast: Transform data into insights that build client confidence

Precision combines data for Canadian Mutual Funds and ETFs with robust analysis and reporting tools. So, you can take the advice you offer your clients to a higher level.