Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
Publishes | Weekly | Episodes | 200 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessInvestingManagement |
In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the 25 basis point rate cuts from both the Fed and Bank of Canada – highlighting Fed Chair Jerome Powell’s “insurance cut” framing and labour market pressures. He also explores th... more
In this episode, David Ross, Managing Director and Head of Private Credit at Northleaf Capital Partners, unpacks the structural shifts driving private credit's growth and why mid-market opportunities remain attractive. He explains the fundamentals of... more
In this episode, Michael Williamson, Portfolio Manager of the Multi-Asset Strategies Team, explores why traditional sector rotation may no longer fit today’s complex markets. He explains how blurred sector lines call for a new framework to assess eco... more
In this episode, Dustin Reid, Chief Fixed Income Strategist, shares his insights on two key macro developments that could reshape the Fed’s policy trajectory: July’s softer-than-expected US CPI print and significant downward revisions to recent job n... more
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Great work Matt!
Great overview of the story behind the PMs numbers!
Great insights into PM teams and senior management thoughts at the firm. Highly recommend.
Awesome to hear frank conversations w the industry’s best.
This podcast is both highly entertaining and educational! I love learning more about the PMs as individuals and their unique investment philosophies. Keep them coming!
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Apple Podcasts | #213 |
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A focus on providing insightful perspectives on current market trends and investment strategies stands out as a core theme. Discussion topics span a range of investment areas, including fixed income, private credit, and innovative ETF strategies, along with analysis of economic indicators such as interest rates and inflation implications. Episodes often feature expert guests from finance, showcasing their expertise in portfolio management and market analysis, offering listeners a blend of education and actionable insights for navigating complex market dynamics. Notably, the emphasis on both traditional investment strategies and emerging trends makes the content appealing to a wide audience in the finance sector.
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The Invested launched 6 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on The Invested include:
1. David Ross
2. Michael Williamson
3. Arup Datta
4. Konstantin Boehmer
5. Shah Khan
6. Markus Otema
7. Caroline Edwards
8. Tim Brisibe
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