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.
19episodes
Episodes
Newest firstAll episodes
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.
Transcribe →Canada beyond the value label
Mar 2500:22:05Tap to summarizeRajan Bansi sits down with Tim Johal to cut through the geopolitical noise and discuss why Canada deserves a closer look from investors. From offering cheaper valuations than the US, to featuring a market tilted to energy and materials, you'll hear why the old labels no longer tell the full story. Listen to a timely Canada-focused lens to support your next conversations. This episode was recorded on March 23, 2026.
Transcribe →
When global tension hits home
Mar 1900:17:26Tap to summarizeDustin Reid explains how a market shock can move from geopolitical tension abroad to tougher choices at home. He explores what higher energy prices could mean for portfolios, central-bank decisions and the households that often feel the pressure first. Listen for practical insight into how geopolitical risk can ripple through markets and into daily life. This episode was recorded on March 19, 2026.
Transcribe →Energy sovereignty is reshaping how markets price risk
Mar 1300:19:51Tap to summarizeProlonged conflict can leave a lasting mark on how markets assess energy risk. Host Rajan Bansi sits down with Benoit Gervais, head of the Mackenzie Resource Team, to explore how geopolitical instability can accelerate energy sovereignty, reshape supply chains and reinforce the need for infrastructure and domestic capacity. Listen for expert insights into the forces that can outlast the initial market reaction and shape what comes next. For more insights from the Mackenzie Resource Team, click here. This episode was recorded on March 12, 2026.
Transcribe →Beyond the black box: How modern quant really works
Mar 400:22:04Tap to summarizeHost Rajan Bansi sits down with Arup Datta, Head of Mackenzie’s Global Quantitative Equity Team, to demystify modern quantitative investing, and why its edge is built for real world portfolios. They unpack how transparency, governance, and human oversight turn data into repeatable global stock selection across international developed and emerging markets, and what it takes to stay disciplined when factors fall out of favour. Finally, Arup shares how measured positioning shifts, like a value tilt, are implemented with risk controls designed to separate signal from noise. Listen to get ahead of your next client conversation. This episode was recorded on March 2, 2026.
Transcribe →2026 ETF Outlook: The shifts you can’t ignore
Feb 2600:21:32Tap to summarizeHost Rajan Bansi sits down with Prerna Mathews to unpack the 2026 ETF Outlook and the shifts shaping portfolio construction: why active ETFs are gaining momentum, how systematic building blocks are moving into the core, and where alternatives in ETF form may fit. Listen now to sharpen your next client conversation. For more insights and perspectives, download our 2026 ETF Outlook. This episode was recorded on February 23, 2026.
Transcribe →Canada’s bond reality check and what it may signal for global rates
Feb 1100:22:05Tap to summarizeWhy is Mackenzie’s fixed-income team more dovish than the market on Bank of Canada cuts? Host Rajan Bansi sits down with Konstantin Boehmer to unpack Canada’s setup, Fed independence, and what rate paths could mean for portfolios through 2026. Tune in for client-ready talking points, and a practical way to frame diverging central banks in global portfolios. This episode was recorded on February 9, 2026.
Transcribe →Rates held, markets moved. What advisors need to know
Jan 3000:18:25Tap to summarizeThe Fed held rates steady, and the markets moved anyway. Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments unpacks what shifted, what investors may be underestimating, and the key portfolio implications advisors should be ready to explain. This episode was recorded on January 29, 2026.
Transcribe →