Understanding the K-shaped economy: an equity perspective for advisors
About this episode
Lesley Marks discusses the disparities in corporate earnings and stock performance in the K-shaped economy.
Corporate earnings and stock performance are not moving uniformly — and the divide is worth understanding. Lesley Marks, CIO at Mackenzie Investments, joins host Rajan Bansi to walk through why AI infrastructure companies have had a markedly different experience than sectors like airlines and traditional software, and what it may mean that bond markets appear to be pricing in a different outlook than equities. Thoughtful context to help advisors frame today's market for their clients. Episode recorded May 15, 2026.
People in this episode
Host: Rajan Bansi
Guest: Lesley Marks
Topics covered
- K-shaped economy
- equity perspective
- AI infrastructure
- corporate earnings
- stock performance
Mentioned in this episode
Organizations: Mackenzie Investments
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