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Recent Articles from this contributor
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Back to the Grind
Global financial markets resumed their winning ways in January, but gains weren’t exactly easy to come by and were earned in a climate of heightened volatility that investors will need to get used to as 2025 progresses, says Kevin McCreadie, AGF’s CEO and Chief Investment Officer.
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Asset Allocation Q1 2025 – Tempering Our Exposure to Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, details the AGF Asset Allocation Committee’s latest changes.
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Why the Trump Trade May Be More Complicated Than Some Investors Think
AGF’s CEO and Chief Investment Officer, Kevin McCreadie, weighs in on the potential pros and cons of another four years of President-elect Donald Trump in the White House.
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Asset Allocation Q4 2024 – Why We Are Still Overweight U.S. Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s final quarterly update of 2024.
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Finally, Rate Cuts Are Here. Now What?
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, says the question isn’t whether the U.S. Federal Reserve will cut interest rates again, but how aggressive the U.S. central bank will be in lowering them further.
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When Bad News is Actually Bad News for Investors
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the reasons behind the increase in equity market volatility this summer – and what could be in store for investors next.
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Asset Allocation Q3 2024 – Why We Remain Overweight Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s decisions as we head into earnings season.
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Can Global Equity Markets Keep Rallying Despite Diminished Rate Cut Expectations?
AGF’s CEO and Chief Investment Officer discusses the ongoing rally in stocks and why investors seem unphased by a monetary policy backdrop that has been decidedly less accommodative than anticipated at the beginning of the year.
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Asset Allocation Q2 2024 – Adding Some Weight to Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s decision to increase exposure to stocks this quarter.
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Why Broader May Be Better For Equity Markets
The S&P 500 Index and several other global indexes are trading at all-time highs again, but not every stock listed is participating in the rally to the same extent.