Episodes
200
Latest episode
Jun 2026
Language
EN
What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.
Dustin Reid discusses the Bank of Canada's rate hold, the outlook for markets and inflation, and why he believes Canadian rate cuts remain possible later this year.
Richard Wong, lead portfolio manager and head of Mackenzie's Cundill boutique, joins host Rajan Bansi to discuss why value has quietly outperformed growth in 2026, and why that trend has staying power.
Corporate earnings and stock performance are not moving uniformly — and the divide is worth understanding. Lesley Marks, CIO at Mackenzie Investments, joins host Rajan Bansi to walk through why AI infrastructure companies have had a markedly different experience than sectors like airlines and traditional software, and what it may mean that bond markets appear to be pricing in a different outlook than equities. Thoughtful context to help advisors frame today's market for their clients. Episode recorded May 15, 2026.
In this episode, Dustin Reid breaks down the latest Fed and Bank of Canada decisions and what’s driving markets right now. He explores how higher energy prices are feeding into inflation expectations, pushing yields higher and complicating the rate outlook. You’ll hear what’s behind the move in oil and how shifting inflation signals are influencing central bank decisions. Listen now for clear, practical insights to support client discussions on rates, risk and portfolio positioning.
In this episode, Rajan Bansi speaks with Katherine Owen about why full defence is not the only response to volatility. They unpack market rotations, the return of AI momentum and the role of resilient holdings. You’ll hear conversation-ready context for clients weighing nerves against long-term allocation discipline. This episode was recorded on April 27, 2026.
Rajan Bansi speaks with Cory Martin, CEO and Portfolio Manager at Barrow Hanley Global Investors, to unpack why value looks compelling through a global lens. They explore how concentrated markets and wider valuation gaps have changed the conversation, why non-US markets often offer active managers more room to deliver returns and what sets Barrow Hanley’s traditional value approach apart. This episode was recorded on April 16, 2026.
Rajan Bansi sits down with John Cook to unpack how energy security is pushing countries to rethink infrastructure and long-term strategy. With electricity demand now growing above 4% a year and renewables playing a larger role, they also examine why natural gas remains essential as power grids evolve. Tune in to learn more about opportunities in the energy transition. This episode was recorded on April 10, 2026.
Rajan Bansi sits down with Tim Johal to cut through the geopolitical noise and discuss why Canada deserves a closer look from investors. From offering cheaper valuations than the US, to featuring a market tilted to energy and materials, you'll hear why the old labels no longer tell the full story. Listen to a timely Canada-focused lens to support your next conversations. This episode was recorded on March 23, 2026.
Dustin Reid explains how a market shock can move from geopolitical tension abroad to tougher choices at home. He explores what higher energy prices could mean for portfolios, central-bank decisions and the households that often feel the pressure first. Listen for practical insight into how geopolitical risk can ripple through markets and into daily life. This episode was recorded on March 19, 2026.
Prolonged conflict can leave a lasting mark on how markets assess energy risk. Host Rajan Bansi sits down with Benoit Gervais, head of the Mackenzie Resource Team, to explore how geopolitical instability can accelerate energy sovereignty, reshape supply chains and reinforce the need for infrastructure and domestic capacity. Listen for expert insights into the forces that can outlast the initial market reaction and shape what comes next. For more insights from the Mackenzie Resource Team, click here. This episode was recorded on March 12, 2026.
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