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All Episodes

The Invested — 200 episodes

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Title
1

Higher for longer takes hold

2

Building resilience through volatility

3

Finding value beyond concentrated markets

4

The new phase of the energy transition

5

Canada beyond the value label

6

When global tension hits home

7

Energy sovereignty is reshaping how markets price risk

8

Beyond the black box: How modern quant really works

9

2026 ETF Outlook: The shifts you can’t ignore

10

Canada’s bond reality check and what it may signal for global rates

11

Rates held, markets moved. What advisors need to know

12

Resources in a multipolar world

13

Beyond smart beta: Building better income with Systematic Strategies

14

The next Fed chair and the market’s blind spot

15

2026 Market Outlook with Lesley Marks and Steve Locke

16

Driving in fog: Central banks navigate uncertain data

17

Central banks at a crossroads

18

Turning emotion into investment discipline

19

Opportunities beyond the Magnificent Seven

20

Concentration Risk 2.0

21

What the Fed and BoC Cuts Mean for Markets

22

Inside Private Credit: Growth, Resilience, and Opportunity

23

From Rotation to Precision: Redefining Sector Strategies

24

September Rate Cut: Is the Fed Eyeing 50?

25

Equity Market Resilience: How Long Can It Hold?

26

Fed and BOC Hold Rates: Parsing Policy and Market Signals

27

Building Resilient Liquidity Sleeves with ETFs

28

All-Weather Alpha: The GQE Approach

29

Fixed Income Perspectives: Summer Outlook on Rates, Risk, and Policy

30

Next-Gen ETF Strategies: Income, Global Diversification & Tactical Opportunity

31

Hold the Line: Fed and Fiscal Developments

32

Staying Disciplined in a Momentum-Driven Market

33

Truces, Tariffs, and Trade Tensions: What’s the Path Forward?

34

Beyond the MER: Unpacking the Costs of ETF Trading

35

The Case for Value: A Deep Dive into Mackenzie US Value Fund

36

Investing in Quality: How the Ivy Team Finds Strength in Stability

37

FOMC, Tariffs, and Carney’s White House Visit

38

The Resilience of Canadian Equities: Opportunities and Challenges

39

Searching for Value in Volatile Markets

40

Mixed Signals: Trade Wars & The Fed

41

Active ETFs on the Rise: What's Driving the Momentum in Canada?

42

Trade Tension and Tariffs: Are We Headed Towards Stagflation?

43

How Advisors Can Support with Tax Planning, Intergenerational Wealth Transfer, and Strategic Philanthropy

44

The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs

45

Small but Mighty: Growth Opportunities in US Small and Mid-Cap Companies

46

Global Economic Uncertainty Abounds

47

Understanding Floating Rate Loans, CLOs, and ETFs

48

Weathering Market Volatility With a Quality-First Approach

49

The Potential Market Impact of Hot CPI and Universal Tariffs

50

Aluminum and Steel Tariffs: What Lies Ahead?

51

The Case for Low Volatility ETFs

52

Interest Rates, Inflation, and Tariffs: What the Latest Central Bank Meetings Mean for Investors

53

Energy Emergency? Impacts of Trump’s Policies on Oil, Gas, and Natural Resources

54

The Half-life on Trump’s Tariff Headlines

55

Fixed Income Outlook and Opportunities for 2025

56

Special: 2025 ETF Outlook with Prerna Mathews

57

Dustin Reid – Tariffs, Inflation, and a Hawkish Fed Outlook

58

Special: 2025 Market Outlook with Lesley Marks and Steve Locke

59

John Cook – The Energy Transition Outlook Post-US Election

60

Jules Boudreau – The Trump Trade and US Small Caps

61

Adam Gofton – The Ivy Approach to Long-Term Investing

62

Dustin Reid – Market Reactions to US Election Results

63

Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision

64

ETFs Explained: Debunking Common Myths and Misconceptions

65

Shah Khan – The Bluewater Approach: Investing in Durable Growth

66

Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision

67

Navigating Market Uncertainty With Low Volatility ETFs

68

Benoit Gervais – Generating Alpha Within the Resource Sector

69

Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends

70

Dustin Reid – Making Sense of Market Volatility

71

Optimizing Portfolio Construction with ETFs

72

Dustin Reid – Will the Fed Cut Rates in September?

73

Lesley Marks – The Bank of Canada Cuts Rates Again

74

US Election 2024: Political Shifts and Market Impacts

75

Richard Wong – Value Investing: Why the Style Is Relevant in Today’s Market

76

Dustin Reid – Analyzing the Latest CPI Report, US Elections, Upcoming BoC Decision

77

Inside Active ETFs: What’s Behind the Growth in Canada?

78

Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities

79

Dustin Reid – Market Reactions to CPI Report and Fed Decision

80

Special: Mid-Year Outlook with Lesley Marks and Steve Locke

81

Dustin Reid – Analyzing the Bank of Canada’s Rate Cut

82

Matt Moody – The Ivy Approach: Quality, Long-Term Sustainability, and Corporate Culture

83

Lesley Marks – Equity Market Performance and Policy Diversion

84

Dustin Reid – Will the BoC Be the First To Cut?

85

Special: Exploring the Opportunities in the Energy Transition

86

Lesley Marks – Evaluating Geopolitical Risks in the Middle East

87

Dustin Reid – Hotter Than Expected Inflation: Is It Here To Stay?

88

Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund

89

Dustin Reid – Key Takeaways From the Fed’s March Meeting

90

Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook

91

Darren McKiernan – How We Build a “Dream Team” Portfolio

92

Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities

93

James Morrison – Investing Is a Marathon, Not a Sprint

94

Dustin Reid – Why Rate Cuts Aren’t Likely in March

95

Lesley Marks – Inflation, Interest Rates, and the Impact on Equities

96

Prerna Mathews & Laurent Boukobza – Is Cash Still King?

97

Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors

98

Dustin Reid – Unpacking the Fed’s Dovish Tone

99

Special: 2024 Market Outlook with Lesley Marks and Steve Locke

100

Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets

101

Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex

102

Lesley Marks – Is the Inflation Story Over?

103

Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends

104

Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More

105

Shane Feeney – The Case for Private Equity Investments

106

Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?

107

Lesley Marks – How Rising Yields Are Impacting Equities and Bonds

108

Dustin Reid – Higher for Longer: Market Reactions to the Fed

109

Special – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie

110

Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing

111

Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets

112

Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields

113

Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization

114

Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment

115

Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?

116

Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes

117

John Cook – The Big Battery Bet in the Great Energy Transition

118

Lesley Marks – Is Low Volatility an Ominous Sign for Equities?

119

Arup Datta – The Evolution of Quantitative Investing

120

Special: Mid-Year Outlook with Lesley Marks and Steve Locke

121

Dustin Reid on the BoC’s decision to hike while the Fed decided to skip

122

Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500

123

Konstantin Boehmer on debt-for-nature swaps in emerging markets

124

Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table

125

Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season

126

Dustin Reid on recent interest rate decisions from the Fed, BOJ, and ECB

127

Toby Heaps on sustainable investing and Corporate Knights Global 100 Index

128

Dustin Reid on recent BoC decision and the path towards 2% inflation

129

Lesley Marks on recent OPEC production cut and expectations for equities

130

Dustin Reid on fallout from recent bank failures and the Fed’s response

131

Lesley Marks and Steven Locke on recent failures of U.S. banks

132

Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies

133

Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023

134

Benoit and Onno on incorporating different asset classes during a sticky inflation period

135

Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio

136

Lesley on the U.S. labour market, stock valuations and views on a soft landing

137

Dustin Reid on the Fed’s recent 25 basis point hike

138

Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics

139

Konstantin & John on our 2023 Environmental Outlook: The Green Book

140

Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book

141

Lesley & Steve on our 2023 Outlook: The Blue Book

142

Dustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening story

143

Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook

144

Todd Mattina on 2023 Outlook on Long-term Capital Markets & Retirement Planning

145

Richard Wong on Value Investing in 2022 and Prospects of Value Around the Globe

146

Tyler Hewlett & Dave Taylor on their Careers, Bluewater Team, and the new Next Gen Growth Fund

147

Dustin Reid on Recent Inflation Numbers, U.S. Midterm Elections & China

148

Lesley Marks on the Recent 75 Basis Points Increase, Company Earnings & China

149

Dustin Reid on Fed Pivot, U.S. Mid-Term Elections & Fixed Income Portfolios

150

Todd Mattina on Economic Environments of China, Japan, North America & Europe

151

James Morrison on His Career and Ivy’s Approach to Canada

152

Lesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market Cycles

153

Todd Mattina on U.K.’s Mini Budget Announcement and European Energy Crisis

154

Dustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income Team

155

Benoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused Fund

156

Dustin Reid on the Recent CPI Number and What To Expect

157

Lesley Marks on the Canadian Housing Market, Jackson Hole and Europe’s Energy Crisis

158

Hussein Sunderji on Investment Opportunities in Asia

159

Dustin Reid on Fixed Income Markets from North America to Europe to China

160

Lesley Marks on Stock Market Performance & Q2 Earnings

161

Matt Moody on Ivy Team’s Succession and Vision

162

Dustin Reid on Preparing Portfolios against a Stagflationary Environment

163

Lesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022

164

Luke Gould on His Next Role as The CEO of Mackenzie Investments

165

Barry McInerney on His 6 Years at Mackenzie Investments & His Legacy

166

Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations

167

Richard Wong on Value Investing & Why 2022 is the Beginning of the Value Cycle

168

Lesley Marks on the Canadian Economy, Europe Amidst War and ESG

169

Todd Mattina revisiting the Modern Monetary Theory

170

Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market

171

Dustin Reid on the Fed, Bank of Canada and China’s Economic Slowdown

172

Will Aldridge on investing in Canadian equity and resources

173

Lesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fears

174

Ome Saidi on discovering High Value Investment Opportunities

175

Dustin Reid on the recent interest rate hikes

176

Konstantin Boehmer on sustainable debt and the current market environment

177

Benoit Gervais on energy and achieving climate change goals

178

Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine

179

Sir Christopher Meyer on the War in Ukraine: Context and Capital

180

Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets

181

Wenjie Ding on the Chinese Equity Market

182

Brent Joyce on the Russia/Ukraine conflict and oil prices

183

Shelly Dhawan on ESG research and evaluation

184

Dustin Reid on US job numbers and actions from the European Central Bank

185

Onno Rutten on inflation, resources and gold

186

Brent Joyce on the recent market volatility

187

Konstantin Boehmer on inflation and its effects on markets

188

What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank

189

Brent Joyce on investment opportunities in 2022

190

Jamie Storrow on private infrastructure investing

191

Dustin Reid on inflation, maximum employment, and the easing cycle in China

192

John Cook on the COP26 climate summit and the opportunities in sustainable investing

193

Brent Joyce on earnings, sentiment, and yield expectations

194

Todd Mattina on Modern Monetary Theory

195

Dustin Reid on the November Fixed Income Markets

196

Yves Choueifaty on understanding the value of Bitcoin

197

Dustin Reid on interest rates in developed markets

198

Brent Joyce on the causes of inflation and the prospect of stagflation

199

Benoit Gervais on commodity markets, and the impacts of onshoring and climate change

200

Brent Joyce on the volatility in the emerging markets and the US political situation