PM Konstantin Boehmer

In episode 4 Matt sits down with Konstantin Boehmer, Lead Portfolio Manager of the Mackenzie Global Tactical Bond Fund and the Mackenzie Global Bond ETF.  Konstantin also leads the quantitative efforts of the Mackenzie Fixed Income team.

Konstantin discusses why managing passive products has made him a better active manager, his goal to produce the best risk adjusted performance over time (not absolute performance), his research on the looming pension crisis, and his non-consensus bullish view on Europe.

Matt concludes the podcast by getting Konstatin's recommendations on books, podcast, and the best German food in Toronto.