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.
All content for The Invested is the property of Mackenzie Investments and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
From Rotation to Precision: Redefining Sector Strategies
The Invested
23 minutes
2 months ago
From Rotation to Precision: Redefining Sector Strategies
In this episode, Michael Williamson, Portfolio Manager of the Multi-Asset Strategies Team, explores why traditional sector rotation may no longer fit today’s complex markets. He explains how blurred sector lines call for a new framework to assess economic sensitivity and introduces Mackenzie’s Cyclical Tilt and Defensive Tilt ETFs as innovative tools for smarter portfolio positioning.
This episode was recorded on August 14, 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.
