Mackenzie Fixed Income Team

Finding flexible fixed income solutions for modern markets

Our team

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Our insights

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Our funds & awards

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Flexible fixed income for modern markets


In today’s evolving markets, we believe the approach to fixed income investing shouldn’t be fixed - flexibility can offer advantages over traditional fixed income investing. 

Flexible mindsets

We think outside of the box to source fixed income investments and create strategies that provide value over and above yield. Our flexible approach allows us to steer portfolios into more attractive yields and returns, and to reposition away from potential risks.

Leading edge perspectives

With decades of proven expertise, our Team analyzes global fixed income securities, rates, currencies and credit quality. A collaborative approach, sharing and debating ideas, allows us to capitalize on our best ideas and apply them across all strategies.

Reinventing fixed income

With our comprehensive range of funds, we continue to bring innovative ideas and forward-thinking solutions to address the needs of fixed income investors. Our credit analysis includes proprietary ESG evaluation to ensure securities meet our quality standards.

Meet our team

Konstantin Boehmer, MBA

Senior Vice President, Co-Lead of the Fixed Income Team and Head of Global Macro and Quantitative Analytics. Portfolio Manager, Global Bonds
Mackenzie Fixed Income Team

Investment experience since 2003

Konstantin Boehmer, Senior Vice President, Investment Management, is Head of Global Macro and Quantitative Analytics, co-lead of the Fixed Income Team, and a Portfolio Manager. Konstantin focuses on actively managing global fixed income mandates using fundamental and quantitative/technical strategies. 

Konstantin joined Mackenzie Investments in July 2013. His portfolio management career began in 2003 at Lazard Asset Management in Germany as a European Fixed Income portfolio manager. He transferred to the company’s New York office in 2009, achieving progressively senior portfolio management positions within the Global Fixed Income team. In 2021, Konstantin was appointed to his current role of co-lead of the Fixed Income Team and Head of Global Macro and Quantitative Analytics. 

Konstantin received his Bachelor degree in European Business and Spanish from the University of Hertfordshire (UK) and a MBA from the Sloan School of Management at the Massachusetts Institute of Technology (US).

Dan Cooper, CFA

Senior Vice President, Head of Credit, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 1997

Dan Cooper, Senior Vice President, Investment Management, is Head of Credit and a Portfolio Manager on the Mackenzie Fixed Income team. Dan is responsible for the actively managed higher yielding portfolios with AUM of over $10 billion, including; the Unconstrained portfolios, North American and Global High Yield Bond portfolios, and Floating Rate Loan portfolios.

Dan joined Mackenzie in 1997, working in various capacities before joining the investment team in 2003. Since joining the Mackenzie Fixed Income Team as a High Yield Credit Analyst in 2006, Dan has taken on progressively more senior positions and responsibilities. Most recently, Dan was promoted to his current role of Head of Credit with oversight over a group of Portfolio Managers, as well as the Head of Investment Research and the team of 6 analysts. 

Dan has a Bachelor of Commerce degree from York University, and is a CFA charterholder.

Tom Jurisic

SVP, Head of Fixed Income Trading
Mackenzie Fixed Income Team

Investment experience since 1994

Joined Mackenzie in 2010

  • Oversees a team of traders focused on best execution across a wide range of securities, including sovereign bonds, corporate bonds, high yield bonds, floating rate loans, emerging market debt, money markets and fixed income derivatives
  • Member of the Trade Management Oversight Committee and the Fund Liquidity Risk Management Committee
  • BComm from York University

Hadiza Djataou, MBA

VP, Head of Macro, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2002

Joined Mackenzie in 2019

  • Responsible for the active management of global fixed income mandates, employing fundamental and quantitative strategies. Participates in ESG integration across fixed income mandates.
  • Worked as a fixed income portfolio manager for 12 years at a global investment firm in Paris, managing global credit and aggregate bond portfolios
  • BA in mathematics and computer science; two MAs in banking, monetary policies and international finance from Université Paris Dauphine; MBA from Washington University

Jeff Li, CFA

VP, Head of Portfolio Engineering, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2014

Joined Mackenzie in 2014

  • Oversees the team responsible for passive fixed income mandates, as well as the team developing and managing the fixed income technology infrastructure
  • BMath in Mathematical Physics from the University of Waterloo; MA in Economics from McGill University

Mark Hamlin, CFA

VP, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 1995

Joined Mackenzie in 2021

  • Co-manages investment grade portfolios
  • Previously, was a member of a portfolio management team managing $17 billion of fixed income assets for an asset management firm, which was acquired by Mackenzie in 2021
  • Worked in senior positions with leading financial companies in London, UK and New York
  • BA in economics from Carleton University

Movin Mokbel, MBA, CFA

Vice President, Portfolio Manager, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 1998

Movin Mokbel, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team with a primary responsibility for the loan market. Movin focusses to the management of floating rate loan and high-yield bond mandates, and engages with our credit  and trading teams in the day-to-day selection and trading of loans and high yield bonds. 

Movin’s career in the investment industry began in 1998, and he joined the Mackenzie Fixed Income Team in 2012. His previous experience includes roles with BMO Capital Markets on Wall Street as a High-Yield Analyst working on the trading desk, as a deal-structuring investment banker.  

Movin received a BSc from York University, as well as an MBA from the University of Toronto. He is also a CFA charterholder.

Dustin Reid, MBA

Vice President, Chief Fixed Income Strategist
Mackenzie Fixed Income Team

Investment experience since 1997

Joined Mackenzie in 2018

  • Specializes in macro research/analysis of global monetary and fiscal policy, economic data, geopolitics, and market positioning helping to determine duration, yield curve, and currency positions for our strategies. 
  • Former Chief Market Strategist of a macro research house; Global Head of foreign exchange strategy at a multinational European bank; and economist at a Swiss investment bank
  • Began his career as a trader for the Bank of Canada’s Foreign Reserve Fund and quantitative researcher at a major bank
  • BA in economics; MBA from the Ivey Business School at University of Western Ontario. Additionally, Dustin is a member of Board of Governors for SickKids Foundation.

Felix Wong, MBA, CFA

Vice President, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 1988

Felix Wong, Vice President, Investment Management, is a Portfolio Manager on the Mackenzie Fixed Income Team. In his current role, he is responsible for overseeing the implementation of tactical portfolio management across a variety of Canadian investment-grade portfolios. 

Felix’s career in the investment industry began in 1988. He joined Howson Tattersall Investment Counsel in 1999, and the company became part of Mackenzie Investments in 2008. His previous roles included serving as Assistant Vice President of credit at a large international bank, where he analyzed corporate lending transactions to Canadian corporations, as well as acting as a Research Analyst covering Asian-Pacific industries and companies. 

Felix has BSc and MBA degrees from the University of Toronto. He is also a CFA charterholder.

Ken Yip

Vice President, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2005

Ken’s career in fixed income began in 2006 as a Financial Analyst with DBRS. Ken joined Scotiabank’s Debt Capital Markets team in 2010, where he played a role in structuring many of Canada’s high yield transactions during a period of substantial growth before joining Mackenzie Investments’ Fixed Income Team in 2014 where he focuses on non-investment grade assets.

Ken has a Bachelor of Arts degree in economics, specializing in finance and international trade, from the University of Waterloo and an MBA from the University of Toronto’s Rotman School of Management. He has also taught the Fixed Income Securities course under the University of Toronto’s Rotman Commerce program.

Josh Palamattam, MBA, CFA

AVP, Investment Research
Mackenzie Fixed Income Team

Joined Mackenzie in 2021

  • Responsible for helping manage the credit research team, which focuses on fundamental credit analysis to support investment decisions across the fixed income platform
  • Previously held senior analyst roles at GLC Asset Management
  • MBA from the Schulich School of Business, York University

Mathieu Pineau Pelletier, CFA

AVP, Portfolio Manager
Mackenzie Fixed Income Team

Joined Mackenzie in 2024

  • Part of the Global Fixed Income investment team, focused on macro research and idea generation
  • Previously worked as a Portfolio Manager for a Canadian pension fund, managing a broad range of portfolios, including multi-credit and government bond portfolios
  • BBA (Finance) from Université Laval and a MSc (Applied Financial Economics) from HEC Montreal

Jenny Wan, CIM

AVP, Portfolio Manager
Mackenzie Fixed Income Team

Investment experience since 2003

Joined Mackenzie in 2021

  • Oversees fixed-income portfolio management and bond analytics across a variety of Canadian investment-grade portfolios
  • Worked as a portfolio manager for a Canadian asset management firm, which was acquired by Mackenzie in 2021
  • BA in economics from the University of Waterloo

Emily Zhan, CFA

Director, Associate Portfolio Manager
Mackenzie Fixed Income Team

Joined Mackenzie in 2021

  • Specializes in non-investment grade assets, with a focus on loan mandates. She also covers credit sectors and participates in security selection with the credit team
  • Worked on the investment team at one of Canada’s largest insurance companies, analyzing credit for both public and private debt transactions.
  • BBA (Honours) from the Ivey Business School at Western University

Matt Goodwin, MBA

VP, Senior Investment Director
Mackenzie Fixed Income Team

Investment experience since 2002

Joined Mackenzie in 2023

  • Responsible for communicating performance, positioning, and portfolio construction of Mackenzie's suite of fixed income products, as well as thought leadership
  • Previously worked at a bank-owned asset management firm with roles in fixed income trading, investment management, institutional and retail distribution, product development and strategy
  • BBA in accounting, MBA from the Rotman School of Management at the University of Toronto

Our insights

Mackenzie Fixed Income Team quarterly report

Monthly Commentaries – Mackenzie Fixed Income Team

Currency management: global fixed income opportunities

Optimizing bond portfolios with global fixed income

Mackenzie Unconstrained ‘always on’ downside risk mitigation strategy

Awards and rankings

 

Winner of the 2023 Refinitiv Lipper Funds award for the best 5-year performance in their respective categories.

Mackenzie Core Plus Canadian Fixed Income ETF (MKB)

Mackenzie US TIPS Index ETF (CAD-Hedged) (QTIP)

Winner of the 2025 Fundata FundGrade A+® Awards for consistent and outstanding risk-adjusted performance in their respective categories

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The content of this web page (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.

Mackenzie Canadian Strategic Fixed Income ETF (MKB) was recognized for outstanding fund performance at the 2025 Fundata FundGrade A+® Awards in the Canadian Fixed Income category out of a total of 110 funds. Performance for the fund for the period ended December 31, 2025 is as follows: 2.9% (1 year), 4.7% (3 years), -0.1% (5 years) and 2.3% (since inception - April 2016).

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.

Mackenzie Core Plus Canadian Fixed Income ETF was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Canadian Fixed Income ETF Over Five Years, out of 21 ETFs. Performance for the fund for the period ended September 30, 2023, is as follows. -0.14% (1 year), -4.72% (3 years), 0.49% (5 years), and 1.0% (since inception on April 19, 2016).

Mackenzie US TIPS Index ETF (CAD-Hedged) was awarded the LSEG Lipper Fund Awards Canada 2023 Winner for Best Global Fixed Income ETF Over Five Years, out of 10 ETFs. Performance for the fund for the period ended September 30, 2023, is as follows. 0.75% (1 year), -2.51% (3 years), 1.48% (5 years), and 1.15% (since inception on January 24, 2018).

LSEG Lipper Fund Awards, ©2023 LSEG. All rights reserved. Used under license.