AI Investment Compass · Mackenzie Investments

A strategic framework for prioritizing AI investment. Six uncertainty nodes drive where capital should focus. Set your beliefs with the sliders; the allocation engine re-ranks the eight funding themes in real time. The Intel feed tracks incoming news and research and maps each item back to the nodes. The belief→theme mapping is itself editable.
Signals current as of 14 Jun 2026 1 regime gate · 4 core axes · 1 modifier

Where focus should go

Probability-weighted funding allocation. Re-ranks live as beliefs or weights change.

Contingent bet   AGI / structural hedge   No-regret baseline

Intel feed — news & research, mapped to the nodes

Consultant reports, Canadian and global competitor moves, and academic work on investment alpha. Each item carries an extrapolated read on which node probabilities it nudges. The weekly scan appends new items.

Type
Affects node

AI Investment Compass — Board Summary

Mackenzie Investments · Strategic AI prioritization
As of 14 Jun 2026
Probability-weighted

Current focus ranking

The six nodes — current read