Mackenzie Investments
Cross-asset and macro insights from Mackenzie Investments.
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Multi-AssetEquitiesFixed Income
Research
Mackenzie InvestmentsMulti-Asset
Market outlook | Mackenzie Investments
Mackenzie Investments' Global Investment Committee presents its 2026 market outlook, covering asset mix recommendations and key themes including international equities, quantitative investing, energy and commodities, and private markets. The piece highlights compelling value in international equities, structural shifts in energy markets, and strong potential in private credit and secondary activity.
Mackenzie InvestmentsFixed Income
Podcasts | Mackenzie Investments
Mackenzie's Chief Fixed Income Strategist Dustin Reid unpacks the first FOMC meeting under new Fed Chair Kevin Warsh, explaining why the hawkish tone - including growing support for rate hikes and a renewed inflation focus - surprised markets. The episode covers cross-asset reactions across bonds, equities, currencies, and credit, and discusses implications for volatility and portfolio positioning.