Insight PDf Markets rally on a split Congress Todd Mattina and Jules Boudreau look at the impact of the US election.
Insight PDf Fighting debt with more debt Todd Mattina and Jules Boudreau call for growth-friendly policies to reduce budget deficits post-pandemic.
Insight PDf Not a time for fiscal austerity Todd Mattina and Jules Boudreau share their insights and analysis on the September 23rd Throne Speech.
Insight PDf The impact of low interest rates on retirement Todd Mattina and Jules Boudreau share ideas about long-term asset allocation in a low interest rate environment.
Insight PDf Are central banks “borrowing” from MMT? Jules Boudreau discusses and compares current policy reactions to that of Modern Monetary Theory.
Insight PDf Yields, liquidity and asset prices Todd Mattina discusses how shifting asset yields and liquidity conditions impact multi-asset portfolios.
Insight PDf Asset allocation for tomorrow’s uncertain economy Todd Mattina explains why traditional 60/40 portfolios may generate lower returns in the decade ahead.
Insight PDf Economic scenarios in the post-pandemic world Todd Mattina looks at investor sentiment and economist forecasts since the quarantine.
Insight PDf Rebound from the lockdown Todd Mattina provides an economic update and explains why financial markets appear optimistic despite the slowdown.
Insight PDf Weekly Market Snapshot: For the week ending March 26, 2021 From Brent Joyce, Investment Strategist & Justin Truong, Manager, Investment Strategy
Insight PDf Monthly Market Matters – February Monthly update from Brent Joyce, Investment Strategist & Justin Truong, Manager, Investment Strategy
Insight PDf Our long-term capital markets expectations and outlook Our annual Orange Book, which includes key economic data and long-term capital market assumptions from Mackenzie’s Multi-Asset Strategy Team.
Insight PDf Update from the Symmetry Desk: 2020 US Presidential Election Paul Taylor, Multi-Asset Strategies Team, shares an update on the economic and market implications of the US election.
Insight PDf Global Macroeconomic Update - August 2020 Dustin Reid, Chief Fixed Income Strategist, shares insights on the Fed's recent Strategic Review and implications for the yield curve.
Insight PDf Global Macroeconomic Update - May 2020 Dustin Reid, Chief Fixed Income Strategist, looks at how low interest rates have impacted markets.
Insight PDf Recessions in the service age David Aprin, Mackenzie Bluewater Team co-lead, looks at how the shift in the economy over the past 150 years has made it less cyclical.
Whitepaper PDf All Things Being Equal An ‘equal risk contribution’ approach to portfolio construction
Whitepaper PDf More money is coming your way. The Mackenzie Resource Team looks at investing in gold as monetary policy increases the money supply
Whitepaper PDf The Looming Pension Crisis: Part 4 Our Fixed Income team provides an updated analysis of US public pension plans since the pandemic.
Whitepaper PDf The Looming Pension Crisis: Part 3 Our Fixed Income team analyzes ability of U.S state public pension progams to deal with their challenges.
Whitepaper PDf The Looming Pension Crisis: Part 2 Our Fixed Income team looks at the ability of governments to deal with their pension challenges.
Whitepaper PDf The Looming Pension Crisis: Part 1 Our Fixed Income team considers the underlying reasons why they see a pension crisis on the horizon.