Institutional Investors: Quant’s Big Comeback There’s been some tough sledding for quant strategies the past few years – but one created a more resilient approach that saw it through, and now believes the tailwinds are back.
China’s energy transformation China has announced an ambitious energy policy to transform the country to net zero carbon emissions by 2060, a huge step forward in meeting global climate change goals.
2020 Stewardship Report Focusing on the stewardship activities of Mackenzie Europe and its wholly owned subsidiary Mackenzie Investments Asia Limited.
Long-Term Capital Markets Expectations Our annual Orange Book, which includes key economic data and long-term capital market assumptions from Mackenzie’s Multi-Asset Strategy Team.
The Looming Pension Crisis Part IV : U.S. Public Pension Plans COVID-19 Update In this series we have highlighted the impact that aging global demographics will have in triggering an impending retirement crisis which will inevitably collapse countless public and private pension plans.
Going Green The Rise of Sustainability Investing in China Recent times have seen a sea change in China’s approach to sustainability investing. But although ESG awareness is on the rise in the country, fund managers still need to do their homework
The $2.5 Trillion Window for Diversification and Opportunity In this article, Institutional Investor speaks with Greenchip Financial about their approach to investing and how they’ve developed a keen sense for spotting value in the companies the strategy invests in.
Quantitative investing in a pandemic In this paper, Mackenzie's Global Quantitative Equity team discusses how sticking to their core approach has proven helpful during volatile market environments.
MIFID II leads to new opportunities in European SMID caps In this paper, we explore how MIFID II changes have increased market inefficiencies, making it increasingly fertile ground for experienced, disciplined and well-resourced active managers.
Is Now the Time for China A-shares? In this article, Institutional Investor speaks with Jun Li, CIO of Power Pacific, about opportunities in A-shares which she and her team in Shanghai relentlessly pursue.
Who’s on Your Equities Watch List? In this article, Institutional Investor speaks with Darren McKiernan, SVP and Lead Portfolio Manager of Mackenzie’s Global Equity & Income team, about what makes a company stand out to his team, and how those companies fit into the portfolio.
Global Equities: The Case for Compounders This paper takes a closer look at what makes a compounder company and why these businesses may be a good fit for institutional investors who require durable alpha over longer time horizons.
Enhancing Return and Reducing Risk with Currency Hedging This paper considers different approaches to managing foreign currency exposure and outlines Mackenzie Multi-Asset Strategies Team's investment philosophy.
Emerging Markets: Adding Value Through a Disciplined Strategy In this special report, Institutional Investor speaks with Arup Datta, Head of Mackenzie’s Global Quantitative Equity team, about how quantitative strategies can help draw a bead on the elusive optimization of EM strategies.
The Looming Pension Crisis Part III : U.S. Public Pension Plans Given the global importance of the U.S. as the dominant economic superpower and its signaling influence on other nations, this paper focuses on the U.S. public pension system.
A Quantitative Approach to Emerging Markets Equity In this paper, we discuss how Mackenzie’s Global Quantitative Equity team employs fundamental ideas through a disciplined, risk-aware investment approach to generate alpha within emerging markets
The Case for Chinese Public Equity In this paper, we discuss China’s long-term contribution to global GDP growth and why China A is one of the keys to an efficient portfolio
Emerging Markets: The Sweet Spot for Quant Investing Arup Datta, head of the Mackenzie Global Quantitative Equity Team, talks about why quant is suitable for emerging market investing, despite the challenge of volatility.
The Looming Pension Crisis Part II: Government Pension Plans This second paper in our pension series focuses on the preparedness and ability of governments to deal with their pension challenges.
Investing in China: Tapping into Long-Term Opportunities In this panel discussion, Jun Li, Chief Investment Officer of Sagard China offers insights from her long experience actively investing in China to highlight fascinating trends and share some of the sectors and companies they are invested in.
Handpicking Meaningful Investments As China continues to open its financial sector to foreign investors and embed itself ever deeper into the global economy, now is the time to handpick the stocks and investment targets that foreign investors crave, says Jun Li, Chief Investment Officer of Sagard China.
China Roundtable: A Technological Cold War? Jun Li, Chief Investment Officer of Sagard China, joins a panel to discuss China’s growth story as it opens its financial markets further to foreign investors.
Market Review: Q1 2019 Alex Bellefleur, Chief Economist and Strategist on the Mackenzie Multi-Asset Strategies Team provides his outlook on Q1 2019.
Asset Allocation and Factor Investing: An Integrated Approach The Mackenzie Asset Allocation Team provides a background on factor investing and insight into their innovative approach to using factors.
From Oil to Lithium The Mackenzie Resource Team sees investor opportunities in the shift from inefficient, polluting resources to sustainables, as climate change is forcing leading economies to make big decisions that could have a historic impact on resource sectors.
The Looming Pension Crisis: Why it Matters and How to Prepare The Mackenzie Fixed Income Team considers the underlying reasons why they see a major risk for an upcoming pension crisis and its root causes.
The Case for Japanese Small Cap Stocks In this paper, we make a case for taking a small cap approach to Japan, including these top five reasons that make them a compelling addition to a small cap portfolio.