Shah Khan – The Bluewater Approach: Investing in Durable Growth

In this episode, Shah Khan, Portfolio Manager and Co-Lead of Mackenzie Bluewater Team, discusses the team’s unique approach to investing emphasizing the importance of free cash flow as a key driver of growth. Shah also shares his insights on the current AI infrastructure build-out, the structural challenges facing China and its potential implications for the Canadian equity market, and how the energy transition is impacting oil demand. This episode was recorded on October 3, 2024.