The Invested

Rajan 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. 

Dustin 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. 

Prolonged 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. 

Host 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. 

Host 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. 

Why 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. 

The 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. 

Greenland. Venezuela. The Panama Canal. Are these really “resource stories”, or something bigger? Host Rajan Bansi sits down with Benoit Gervais, head of Mackenzie’s Resource Boutique, to unpack how energy flows, critical chokepoints, and shifting alliances are reshaping the resource backdrop that’s moving headlines to allocations. Listen for the context you need for your next client conversation.  For more insights Mackenzie’s Resource Boutique, click here. This episode was recorded on January 21, 2026. 

In this episode, Michael Kapler, Portfolio Manager on Mackenzie’s Multi-Asset Strategies Team discusses how modern data, computing power, and disciplined modelling have transformed systematic investing—and what that means for constructing stronger income solutions. He walks through how high-dividend ETFs using covered calls and leverage generate diversified cash flows while balancing risk, transparency, and downside protection.  This episode was recorded on December 8, 2025. 

In this episode, Dustin Reid, Chief Fixed Income Strategist, unpacks the Fed’s dilemma of hot inflation and cooling labour markets, the implications of a potential Kevin Hassett Fed chair, and how policy risk could ripple across bonds, equities and currencies. He also lays out why Canada’s growth drivers are weakening and why the first half of 2026 may deliver very different outcomes for the US, Canada, and global markets.  This episode was recorded on Dec 11, 2025.