2024 Market Outlook The investment and economic environments have changed considerably over the last 12 months. Elevated risks suggest that “safety first” is a good investment motto for the year ahead.
Long-term capital markets outlook Mackenzie presents its 2024 Long-term Capital Markets Outlook, which provides our expectations for the average return for equities and fixed income over the coming decade.
Insight Three emerging forces influencing the Great Energy Transition: higher forlonger interest rates, deglobalization, and clean technology realism John Cook offers his Q4 views by sharing his recent address on the three emerging forces that are influencing the Great Energy Transition.
The Race for a Better EV Battery In this Q2 Greenchip commentary update, John Cook and Greg Payne take a deep dive into batteries and its structure to understand opportunities and challenges in the sustainability space.
The carbon calculation conundrum Find out more about carbon emissions metrics and how they can be both helpful and harmful when making investment decisions.
Low interest rates exacerbate both the debt bubble and environmental challenges In this Q1 Greenchip commentary update, John Cook and Greg Payne summarize the events that happen in equity markets with the banking crisis, the collapse of Silicon Valley Bank, and provide their views on opportunities and challenges in the first quarter.
Where is the global economy headed? A market update. Mackenzie’s Chief Investment Officer Lesley Marks shares where she thinks inflation, energy prices and the push for a sustainable economy are headed in the coming months.
Finding profitability in pursuit of Net Zero. The climate crisis is the greatest challenge we face as a species. In the ambitious push for Canada to achieve Net Zero by 2050, investors are demanding more sustainable solutions from policymakers.
Great Energy Transition. When ESG integration isn’t enough. Hear from John Cook, portfolio manager of Mackenzie Greenchip, as he shares his thoughts on the investment opportunity in companies that are making the low carbon, sustainable economy possible.
Renewables Outlook: For a greener plan and planet In this outlook, the Greenchip Team has assessed the market and provides a deeper dive into three key segments: renewable utilities, solar and wind.
The $2.5 Trillion Window for Diversification and Opportunity In this article, Institutional Investor speaks with Greenchip Financial about their approach to investing and how they’ve developed a keen sense for spotting value in the companies the strategy invests in.
Take advantage of sustainable opportunities. While sustainable equities are seeing huge growth, less is known about fixed income opportunities. We break down sustainable bond options.
China’s energy transformation China has announced an ambitious energy policy to transform the country to net zero carbon emissions by 2060, a huge step forward in meeting global climate change goals.
Going Green The Rise of Sustainability Investing in China Recent times have seen a sea change in China’s approach to sustainability investing. But although ESG awareness is on the rise in the country, fund managers still need to do their homework
The Case for Chinese Public Equity In this paper, we discuss China’s long-term contribution to global GDP growth and why China A is one of the keys to an efficient portfolio
A quantitative approach to inefficient markets Mackenzie’s Global Quantitative Equity team believes in a core style of investing that employs fundamental ideas through a disciplined, risk-aware investment approach in seeking to generate alpha within global markets.
The long-term case for emerging markets A darkening outlook for the global economy last month prompted the International Monetary Fund to pare back its forecast for global growth next year, down to 2.7% from 2.9% in July.
Finding Big Opportunities in International Small Caps Institutional investors should consider reducing overweight positions in U.S. growth stocks and increasing exposure to well-managed small companies in Europe and Asia, according to Mackenzie portfolio managers
Replicating private equity: Replication is the sincerest form of flattery In this webinar hosted by Benefits Canada, a roundtable of experts discuss Mackenzie’s private equity replication strategy from theory to investment application.
Private Credit: The $1 Trillion ‘New 40’ Opportunity Private Credit: The $1 Trillion ‘New 40’ Opportunity In this article Institutional Investors profiles Mackenzie strategic partner Northleaf Capital and their innovative approach to make private markets accessible to accredited Canadian investors.
Who’s on Your Equities Watch List? In this article, Institutional Investor speaks with Darren McKiernan, SVP and Lead Portfolio Manager of Mackenzie’s Global Equity & Income team, about what makes a company stand out to his team, and how those companies fit into the portfolio.
Emerging Markets: Adding Value Through a Disciplined Strategy In this special report, Institutional Investor speaks with Arup Datta, Head of Mackenzie’s Global Quantitative Equity team, about how quantitative strategies can help draw a bead on the elusive optimization of EM strategies.
A Quantitative Approach to Emerging Markets Equity In this paper, we discuss how Mackenzie’s Global Quantitative Equity team employs fundamental ideas through a disciplined, risk-aware investment approach to generate alpha within emerging markets
Emerging Markets: The Sweet Spot for Quant Investing Arup Datta, head of the Mackenzie Global Quantitative Equity Team, talks about why quant is suitable for emerging market investing, despite the challenge of volatility.
Asset Allocation and Factor Investing: An Integrated Approach The Mackenzie Asset Allocation Team provides a background on factor investing and insight into their innovative approach to using factors.
From Oil to Lithium The Mackenzie Resource Team sees investor opportunities in the shift from inefficient, polluting resources to sustainables, as climate change is forcing leading economies to make big decisions that could have a historic impact on resource sectors.
The Case for Japanese Small Cap Stocks In this paper, we make a case for taking a small cap approach to Japan, including these top five reasons that make them a compelling addition to a small cap portfolio.
Quantitative investing in a pandemic In this paper, Mackenzie's Global Quantitative Equity team discusses how sticking to their core approach has proven helpful during volatile market environments.
.svg){kind=logo}
