Section
investments
7 posts
Data center power: Why the key risk is under delivery, not overbuild
Filtering energy-generation capacity announcements for artificial intelligence (AI)-related projects reveals that what is likely to come online by 2030 falls well short of headline estimates. Research Analyst Ian McDonald explains.
Mind the Gap: The DSC Compensation Debate for Seg Funds Continues
by The AdvisorAnalyst Writers Several companies in the financial sector are expressing concerns about potential regulatory changes for…
Market Ethos: Countering Investor Behavioural Biases
by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, RichardsonGMP, Connected Wealth What is a bias? While the…
Benoit Gervais: Resources are positioned for outperformance
Benoit Gervais, Head of the Mackenzie Resource Team, says resources are positioned for outperformance in a widening global…
Mackenzie Minute with Jonathan Norwood - November 10, 2017
Jonathan Norwood, Portfolio Manager with the Mackenzie Cundill Team, looks at the elephant in the room of equity…
Mackenzie Minute with Paul Musson - October 27, 2017
Paul Musson, Head of the Mackenzie Ivy Team, looks at links between central bank actions, debt accumulation and…
Mackenzie Minute with Alain Bergeron - October 13, 2017
Alain Bergeron, Head of the Mackenzie Asset Allocation Team, says there are two factors to watch as equity…