Section
Mackenzie Investments
6 posts
Value's Moment: Canada, Tariffs, and the Case for Stock Picking
Richard Wong of Mackenzie's Cundill boutique on why valuation is back, where to find opportunity in Canada, and how to think about AI without the hype.
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…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
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…
US Mid Cap: from the Juniors to the Big Show
Watch as Phil Taller, Senior Vice President, Portfolio Manager, uses a hockey analogy to explain the differences between…
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…