Mackenzie Investments

🎿 We had a fantastic weekend in Craigleith, Ontario, hosting our She Skis event for the second year in a row. It was a pleasure to have Brittany Phelan, Hannah Schmidt, OLY, India Sherret, OLY, Courtney Hoffos, OLY, and Abby McEwen join us, sharing their personal stories and valuable advice with over 30 aspiring young athletes. From skiing down the hills to enjoying stylish swag, the day was filled with excitement and memorable moments. Thank you to everyone who made this event special! #MackenzieSki

🏆 For the second year in a row, the 𝗠𝗮𝗰𝗸𝗲𝗻𝘇𝗶𝗲 𝗨𝗦 𝗤𝘂𝗮𝗻𝘁𝗶𝘁𝗮𝘁𝗶𝘃𝗲 𝗦𝗺𝗮𝗹𝗹 𝗖𝗮𝗽 strategy has been named the number one strategy in the US Equity – Small Cap universe. Congratulations to the Mackenzie Global Quantitative Equity Team! Learn more about the strategy: https://mackenz.ie/3xZkAu6

Someone asked me if floating rate loans float because they’re lighter — I said no, but they might help keep your portfolio from sinking when rates rise. Alright bad joke, but this podcast episode is great! And promise, no jokes. In the latest episode of The Invested podcast, I chat with Movin Mokbel, VP and Portfolio Manager on Mackenzie’s Fixed Income Team, about: ✔ Why floating rate loans are gaining traction ✔ What investors often misunderstand about CLOs ✔ How ETFs can offer access to these strategies while balancing yield and credit risk If you’re thinking about adding some buoyancy to your portfolio, this episode is worth a listen. Listen here: https://lnkd.in/guGm8EEb #ETFs #FixedIncome #Investing #PortfolioConstruction #FloatingRateLoans #CLOs #TheInvested

📈 Economic update: https://mackenz.ie/4hlR1nB. With plenty more “reasonable” targets for tariffs, why has Trump set his sights on Canada?

Arup Datta of Mackenzie Investments sees U.S. policy shifts as an "assist" to global markets, with investors reallocating to Europe and China amid uncertainty. European equities, boosted by defense spending, have outperformed, while China’s private sector shows renewed strength. https://hubs.la/Q03bX73F0

With an increase in wealth comes an exponential increase in complexity and the demand for a more sophisticated approach from advisors. Tim Brisibe, FEA™, LLB, LLM, TEP, MFA-P™, VP of Tax and Estate Planning, shares his insights on how advisors can meet the needs of high-net-worth clients and the importance of building acumen and a strong professional network. Read more: https://lnkd.in/gu6y86mQ

It's a confusing time for investors right now with uncertainty rising and the growth outlook falling but the current state is not going to be the future state. This morning I chatted with andrew bell at BNN Bloomberg about opportunities for investors - particularly those looking at Canada and International markets.

As a proud Canadian asset management firm, we are committed to helping investors navigate all market conditions, including the current #marketvolatility driven by geopolitical shifts. Explore our Market Volatility Guide.

💡 ETF insights: https://mackenz.ie/3FjNvwF In both football and investing, aiming to “win by not losing” can be a good strategy. Similarly, the Mackenzie World Low Volatility ETF aims to operate with lower volatility than global developed markets over time.

Who you will always look up to ❤️🔥. #CANskiteam women speak to their role models this #IWD2025 . #InternationalWomensDay2025 | Mackenzie Investments Votre source d’inspiration ❤️🔥. Les femmes de l’équipe #CANskiteam parlent de leurs modèles à l’occasion de la #JIF2025.