Brenda Nicholls of Mackenzie Investments says discerning dividend investors seek stable earners in high-rate environment
Onno Rutten of Mackenzie Investments says studies prove a ‘smoother ride and a better return profile’
Tim Johal of Mackenzie investments says Canadian banks are better risk managers, more profitable, more predictable and less volatile
Dustin Reid of Mackenzie Investments looks at Fed decisions through recent financial sector wobbles and as inflation becomes even more ingrained
Arup Datta of Mackenzie Investments says China is looking good, with its huge consumer base, growing economy and “growth stories everywhere”
Todd Mattina, senior vice-president and chief economist with Mackenzie Investments, says investors may have been lulled into false optimism by late-year rally
Justin Truong of Mackenzie Investments says we’d better get used to structurally higher inflation and tighter financial conditions
Adam Rivers of Mackenzie Investments says with lower price return expectations, dividends could represent 70% to 100% of an equity investor’s returns
Konstantin Boehmer of Mackenzie Investments says despite a rough start of the year for fixed income, the tide is turning
The current market environment is favourable to stable, mature businesses that pay growing dividends, says Mackenzie Investments portfolio manager
