Nelson Arruda's guest appearances

Nelson Arruda

Mackenzie Investments Podcast Series

Richard Pan

David Ross

Andrew Simpson

John Cook

Richard Wong

David Arpin

Dustin Reid

Barry McInerney

Konstantin Boehmer

Darren McKiernan

Matt Moody

Christopher Meyer

Brent Joyce

Steve Locke

Greg McCullough

OwlTail

In Episode 3 Matt sits down with Nelson Arruda, Lead Portfolio Manager of the Mackenzie Multi-Asset Strategies Team.  They discuss the importance of asset allocation, why diversification is important and somewhat understood, and Nelson's take on the current market environment. Nelson also talks about value, macro and sentiment and how these factors drive all asset classes. Matt concludes the podcast by getting Nelson's recommendations for books, podcasts, and where to eat.

<p>In Episode 3 Matt sits down with Nelson Arruda, Lead Portfolio Manager of the Mackenzie Multi-Asset Strategies Team.  They discuss the importance of asset allocation, why diversification is important and somewhat understood, and Nelson's take on the current market environment. Nelson also talks about value, macro and sentiment and how these factors drive all asset classes.</p> <p>Matt concludes the podcast by getting Nelson's recommendations for books, podcasts, and where to eat.</p>

PM Nelson Arruda