Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
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Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
In this episode, Lesley Marks, Chief Investment Officer of Equities, discusses the equity market's surprising resilience, driven by strong corporate earnings, sustained buybacks, and market optimism around potential Fed rate cuts. She explores risks beneath the surface: stretched US valuations, a near-zero equity risk premium, and the concentration in mega-cap tech stocks. Lesley also touches on quality factors in corporate earnings, recent US and Canadian jobs data, and how evolving trade dynamics could shape the economic outlook ahead.
This episode was recorded on August 11, 2025.
The Invested
Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.
