
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.
| Publishes | Weekly | Episodes | 200 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingManagementBusiness | |||

In this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the recent FOMC meeting — the first led by new Federal Reserve Chair Kevin Warsh. Dustin explains why the Fed's hawkish message caught markets off guard, including growing suppo... more
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 differen... 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 | #120 |
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The show centers on practical market insights from senior Mackenzie Investments portfolio managers and strategists, with discussions spanning equities, fixed income, macro themes, and the energy transition. Across episodes, listeners hear expert takes on AI-driven earnings, value versus growth, global allocation, and ETF trends, all tied to real-world portfolio construction and client conversations. A notable strength is the mix of macro context, stock-level analysis, and actionable ideas for institutional and advisor audiences, including practical discussions on risk management and pricing power amid volatility. The format often features in-depth conversations with senior researchers and fund managers, delivering nuanced perspectives that ... more
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Recent guests on The Invested include:
1. Lesley Marks
2. Katherine Owen
3. Cory Martin
4. John Cook
5. Tim Johal
6. Arup Datta
7. Prerna Mathews
8. Benoit Gervais
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