Asset Allocation Q2 2023 Why Recession Seems Closer at Hand
Author: Kevin McCreadie
April 26, 2023
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update and the effect that deteriorating credit conditions could have on the economy.
The AGF Asset Allocation Committee (AAC) is comprised of experienced investment professionals, specializing in various areas of the global bond and equity market. Members provide insight into risks and opportunities, shaping the outlook of their respective asset class, which leads to an optimized asset allocation view. This top-down view guides the allocation decisions for certain AGF portfolios. Positioning described herein may not apply to all products or services offered by AGF.
About AGF Management Limited
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, alternative and high-net-worth businesses focused on providing an exceptional client experience. AGF’s suite of investment solutions extends globally to a wide range of clients, from financial advisors and individual investors to institutional investors including pension plans, corporate plans, sovereign wealth funds and endowments and foundations.
For further information, please visit AGF.com.
© 2023 AGF Management Limited. All rights reserved.
Written by
Kevin McCreadie, MBA, CFA®
CEO and Chief Investment Officer
AGF Management Ltd.
