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MULTIMEDIA CENTRE

 

  Click on the questions to play video.
 

Historically speaking, how are we currently seeing stocks, bonds, cash and commodities being valued?

 

What do you expect will be the most important trends going forward, both short and long-term?

 

What indicators can we watch to gain comfort that global markets have seen their lows and have begin a new bull market?

 

Given the massive shock to the global economy and stock markets, what adjustments have you made already and what adjustments might you consider in managing your funds?

What observations have you made about the performance of resource stocks and what does it mean to your portfolio?
  There is a massive focus on the woes of the broad stock market. Do you come to the same conclusions when looking at individual companies?
  One year ago, global strategists speculated that world markets would decouple. What are your thoughts now?
  The economic shock has hit the resource sector much harder than other sectors. Bottom line, is the secular resource story dead?
  From a strategist standpoint, where do you see things going short-term?
  2008 was a challenging year for the Mackenzie Growth Fund. What can you tell investors in the fund about your thoughts now?
 
 

Fred Sturm

Fred joined Mackenzie in 1981 and is Executive Vice President and Chief Investment Strategist. He has established a reputation as one of the country’s leading investors in natural resource-based companies. In addition to the Canadian mutual funds and private accounts he manages for Mackenzie, Fred also manages the Ivy Global Natural Resources Fund in the US for Waddell & Reed Ivy Investment Company. In 2004, Fred was named Fund Manager of the Year (Canadian Investment Awards).

Fred earned a BComm, Finance from the University of Toronto and holds the CFA designation.

Funds under management: