Portfolio Performance

Designed to be your go-to destination for our latest thought leadership.

Stay on top of the latest market trends, economic insights and investment approaches so that you can build and adjust your clients' portfolios to endure and respond to changing market dynamics.

Expert Insights

Perspective Article

Effective asset allocation with a single, low cost solution

Prerna Chandak looks at how single ticket ETF solutions are being used for diversification and risk management.

Perspective Podcast

Insights on the US election results

Featuring Dustin Reid, Chief Fixed Income Strategist.

Insight PDf

CERB: What your clients need to know

Jacqueline Power shares information on what your clients should know about the Canada Emergency Response Benefit.

Insight PDf

Managing risk by finding ‘easier’ areas to invest

The Mackenzie Bluewater Team outlines 4 industry characteristics that inform their investment approach.

Market Updates

Insight PDf

Weekly Market Snapshot: For the week ending November 26, 2021

From Brent Joyce, Investment Strategist & Justin Truong, Manager, Investment Strategy.



2021 capital markets mid-year outlook

Basking in the glow of vaccine success stories, equity markets have feasted upon a string of positives. How will they react if the flow of good news peaks?

Insight PDf

Monthly Market Matters - October

Monthly update from Brent Joyce, Investment Strategist & Justin Truong, Manager, Investment Strategy

Insight PDf

Our long-term capital markets expectations and outlook

Our annual Orange Book, which includes key economic data and long-term capital market assumptions from Mackenzie’s Multi-Asset Strategy Team.

Portfolio Construction

Whitepaper PDf

The benefits of private equity replication

This paper develops and then analyzes an approach to creating liquid private equity.

Guide PDf

Modeling Mackenzie’s fixed income funds

Rethink how fixed income assets can be combined in a portfolio to help maximize its risk and return characteristics.

Whitepaper PDf

Investing in China

Understand context to uncover opportunity in China's equity markets.

Whitepaper PDf

Correlation vs. beta: What is the difference?

Learn how correlation and beta can help you judge the diversification potential of a new investment.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

This should not be construed as legal, tax or accounting advice.  This material has been prepared for information purposes only. The tax information provided in this document is general in nature and each client should consult with their own tax advisor, accountant and lawyer before pursuing any strategy described herein as each client’s individual circumstances are unique.  We have endeavored to ensure the accuracy of the information provided at the time that it was written, however, should the information in this document be incorrect or incomplete or should the law or its interpretation change after the date of this document, the advice provided may be incorrect or inappropriate.  There should be no expectation that the information will be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise.  We are not responsible for errors contained in this document or to anyone who relies on the information contained in this document.  Please consult your own legal and tax advisor.