Active extension strategies can unlock alpha potential, improve risk-adjusted returns, and bridge the gap between traditional long-only and hedge fund portfolios.
Canada may be late to the Liquefied Natural Gas (LNG) party, but newly opened facilities and planned investments can thrust the country into a leadership position in the LNG export game. The question is, from a sustainability, affordability and energy security perspective, will it be worth it?
Sustainable investing has changed considerably from its early days as a niche strategy focused on exclusionary screening. It has shed the generic “ESG” label and matured into a more sophisticated and nuanced landscape, offering a wide range of strategies.
After analyzing thousands of critical mining projects, the Mackenzie Resource team presents actionable recommendations to help Canada secure its leadership on the global resource stage.
Quarterly insights – Q2 2025
Can nuclear power be a viable solution to meet the world's growing energy demands? The Mackenzie Greenchip Team examines the opportunities and challenges in their latest insight.
Quarterly insights – Q1 2025
Mackenzie Greenchip Team analysts provide an overview of energy storage systems (ESS), the fastest growing energy technology. Learn what the main growth drivers are and how to gain exposure to this sector.
An ESG framework for fixed income investing that integrates sustainability risks into credit analysis and portfolio construction. Sector-specific models and valuation tools help assess how non-financial factors impact issuer performance and long-term returns.
Low tracking error strategies provide a disciplined active management approach, emphasizing diversified alpha sources and tight risk controls.
Global energy demand and US deregulation may slow its decline, but in most markets the tipping point for exiting thermal coal is well past.
For decades, investors seeking to expand the influence of their capital beyond the generation of financial returns to enable non-financial impact, have been challenged by the perception of a zero-sum game: having to choose between doing well financially or doing good for society and the planet.
A holistic approach to quantitative investing could enhance the opportunity for more consistent alpha across a wide array of market environments.
A free cash flow valuation approach could offer advantages to identify resource companies with high intrinsic value.
Emerging market equity, as an asset class, is often overlooked for the wrong reasons. Learn about a quantitative approach to this critical component of the equity allocation puzzle.
Find out more about carbon emissions metrics and how they can be both helpful and harmful when making investment decisions.
