Mid-Year Market Outlook with Lesley Marks: Rates, Earnings, and AI

from The Invested · host Mackenzie Investments

Dustin Reid, Chief Fixed Income Strategist, sits down with Lesley Marks, Chief Investment Officer of Equities, to explore Mackenzie’s outlook for the second half of 2026. They discuss earnings expectations in Canada and the U.S., the evolving value-versus-growth dynamic, AI and hyperscale valuations, and the impact of a more hawkish Fed. Lesley shares where disciplined diversification may uncover opportunities amid a more volatile market environment.

Episode metadata supplied by the publisher feed · Published Aug 4, 2026

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Mid-Year Market Outlook with Lesley Marks: Rates, Earnings, and AI

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