Mackenzie Investments Podcast Series
Business:Investing
In this episode of Mackenzie Investments Podcast Series, host Matthew Schnurr sits down with Richard Bodzy and Greg McCullough, Portfolio Managers of the Mackenzie US All Cap Growth Fund. They discuss high-quality growth companies, the importance of sustainable cash-flow and the narrow range of outcomes. Their discussion also includes recommendations on books, podcasts and best places to road trip.
The Biden relief package, prospects of inflation, and what that means for fixed income
How to play the 2021 global recovery across equity and fixed income markets
Sustainable Investing principles and designing an ESG reflective product shelf
Carrie Freeborough on GameStop, short squeezes and how institutional investors are reacting to them
What 2020 tells us about the future of economics and the financial markets
Steve Locke on Fixed Income investing in low-rate environments and where he searches for yield
Richard Wong on value investing and views on banks, energy and 2021
Views on current election events including the trump lawsuits and upcoming FOMC meeting
PM Konstantin Boehmer on the Looming Pension Crisis
Key drivers in Environmental Investing and opportunities in the space - Updates from John Cook
What a Biden presidency and Republican held senate might mean for markets - Insights from Dustin Reid post U.S election
PM Onno Rutten on strategic allocation to gold
John A. Cook discusses SRI, ESG, Capital and the effects on the environment
The US election is closer than it appears - Insights from Dustin Reid
Michael Cooke Head of Mackenzie Exchange Traded Funds
PM Arup Datta, SVP and Head of Mackenzie's Global Quantitative Equity Team
PM David Arpin on equity market valuations and impact on interest rates
PM Benoit Gervais
Power Corporation's History in China + Investment Approach - Part 2
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