Expert Insights

Stay ahead of the curve with the latest insights from experts across our firm and sub-advisory partners including portfolio managers, ETFs strategists, investment directors and tax & estate specialists

ETF Expert Perspectives

perspective article

Naseem Husain looks at the role of asset allocation in investor portfolios.

perspective article

Prerna Chandak looks at how single ticket ETF solutions are being used for diversification and risk management.

Naseem Husain provides highlights from a recent presentation on how DIY investors are using ETFs.

Stacey Steinberg looks at how advisors can use Index ETFs as tools for rebalancing portfolios.

Prerna Chandak shares her analysis on how emerging markets and China-focused ETFs have performed.

Prerna Chandak shares her insights on how evolving technology and efficiency will drive the evolution of ETFs.

Prerna Chandak shares her thoughts on how ETF providers and advisors work together to meet the needs of investors.

Prerna Chandak looks at how asset allocation and investment objective driven decisions will propel the ETF industry.

Portfolio Manager Insights

Featuring Dustin Reid, Chief Fixed Income Strategist.

John A. Cook, President of Greenchip Financial Corp.

Featuring Onno Rutten, Portfolio Manager, Mackenzie Resource Team.

Featuring Dustin Reid, Chief Fixed Income Strategist.

Featuring Michael Cooke, Head of Exchange Traded Funds.

Featuring Arup Datta, Head of Mackenzie's Global Quantitative Equity Team.

Featuring David Arpin, Lead Portfolio Manager of the Mackenzie US Growth Fund and Mackenzie Global Growth Fund.

Featuring Richard Bodzy and Greg McCullough of Putnam Investments, Portfolio Managers of the Mackenzie US All Cap Growth Fund.

Featuring Benoit Gervais, Head of Mackenzie Resources Team.

Featuring Peter Kruyt, Senior Advisor at Power Corporation of Canada.

Featuring Yves Choueifaty, Founder and CEO of TOBAM Core Investments.

Featuring Darren McKiernan, Head of Mackenzie Global Equity & Income Team.

Featuring Matt Cardillo, Portfolio Manager, Mackenzie Systematic Strategies Team.

Featuring Steve Locke, Portfolio Manager and Head of the Mackenzie Fixed Income Team.

Featuring David Arpin, Co-Lead of the Mackenzie Bluewater Team.

Featuring Dustin Reid, Chief Fixed Income Strategist.

Tax & Estate Insights

Summary of key updates on personal and corporate tax measures and additional income support.

This article can help you assess whether your clients may be eligable for a Registered Disability Savings Plan.

This article provides case studies that can help you and your clients understand the benefits of setting up a family trust.

Tim Brisibe looks at cases and scenarios where enduring power of attorney becomes active.

The Tax & Estate planning group outlines tax measures for businesses affected by Covid-19

This quick reference guide can be used to help you understand your clients' tax planning needs in 2020.

Frank Di Petro shares insights on deductions that may be claimable while working from home.

Jacqueline Power shares information on what your clients should know about the Canada Emergency Response Benefit.

Fund Insights

Ome Saidi looks at the Global Equity & Income Team’s investment process

See why global small-cap and mid-cap stocks have historically proven to be a valuable component for the construction of investor portfolios.

The Mackenzie Bluewater Team outlines 4 industry characteristics that inform their investment approach.

See why the Ivy Global Balanced Fund allows investors to keep their money invested while drawing income.

See why the Ivy Canadian Balanced Fund allows investors to keep their money invested while drawing income.

See why the Ivy Foreign Equity Fund allows investors to keep their money invested while drawing income.

In this Q&A Movin Mokbel, portfolio manager of the Mackenzie Fixed Income Team, shares his analysis of loan markets.

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