Podcast
The Invested
Hosted by Mackenzie Investments · 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.
17episodes
Episodes
Newest firstAll episodes
Bank of Canada Holds as Tail Risks Recede: What We Expect Next
3w ago00:19:25Tap to summarizeBank of Canada Holds: Inflation, Oil and the Rate Outlook Dustin Reid examines the Bank of Canada’s July rate decision, shifting expectations for Canadian interest rates and the economic risks tied to slowing population growth. He also explores how rising oil prices, geopolitical tensions and weaker U.S. inflation data are creating a complicated outlook for central banks and fixed-income markets.
Transcribe →Making sense of Private Credit: A powerful tool for fixed income portfolios
3w ago00:21:24Tap to summarizeDavid Ross, Global Head of Private Credit at Northleaf Capital Partners, joins host Rajan Bansi to break down one of the fastest-growing corners of the investment world. David explains what private credit is, why it took off after the 2008 financial crisis, and how institutional investors — not banks — have become the go-to lenders for many of today's top private companies. He also shares where Northleaf has the confidence to stay disciplined in both choosing where to invest and what they deliberately avoid, and why the current market environment may be one of the most attractive periods for private credit investors in recent memory.
Transcribe →The Fed turns hawkish: What Chair Warsh's first meeting means for markets
Jun 1800:13:27Tap to summarizeIn 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 support for rate hikes and a renewed focus on inflation. He also explores how investors reacted across bonds, equities, currencies and credit markets, and what the Fed's evolving communication strategy could mean for volatility and portfolio positioning in the months ahead. This episode was recorded on June 17, 2026.
Transcribe →The Bank of Canada Holds Steady as Global Volatility Builds
Jun 1100:13:41Tap to summarizeDustin 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.
Transcribe →Value's moment: Canada, tariffs, and the case for stock picking
Jun 100:21:13Tap to summarizeRichard 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.
Transcribe →Understanding the K-shaped economy: an equity perspective for advisors
May 1900:22:29Tap to summarizeCorporate 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.
Transcribe →Higher for longer takes hold
May 100:20:59Tap to summarizeIn 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.
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Building resilience through volatility
Apr 2900:20:17Tap to summarizeIn 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.
Transcribe →Finding value beyond concentrated markets
Apr 2100:19:22Tap to summarizeRajan 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.
Transcribe →The new phase of the energy transition
Apr 1300:20:31Tap to summarizeRajan 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.
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