
Recent Articles from this contributor

Asset Allocation Q4 2023 – Waiting on Interest Rates
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update.

A Sticky Situation for Investors
A protracted fight against inflation could keep central banks from cutting rates even if the economy falls into recession, says AGF’s CEO and Chief Investment Officer.

Taking a Hard Look at the Idea of a Soft Landing
AGF’s CEO and Chief Investment Officer explains why the rally in equity markets has stalled and discusses the possibility of another significant correction taking hold.

Asset Allocation Q3 2023 Stuck in Neutral
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update, and the best potential opportunities in equity markets.

Why Investors Should Be Bearish About the New Bull Market
U.S. equity market performance has begun to broaden out in recent weeks – an encouraging sign, to be sure. But if the current bull run – fuelled by just a few big tech names – is going to survive, continued broadening may be a necessity, says AGF’s CEO and Chief Investment Officer.

Why Rangebound Markets May Be Here to Stay This Summer
AGF’s CEO and Chief Investment Officer explains the conditions that are likely needed for stocks to break out of their current trading range.

Why the Fed Isn’t in the Same Hurry to Cut Rates as Investors
Another bout of heightened market volatility may be ahead if U.S. monetary policy defies market expectations, says AGF’s CEO and Chief Executive Officer.

Asset Allocation Q2 2023 Why Recession Seems Closer at Hand
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.

What The Collapse of Two U.S. Banks Could Mean for Markets
This doesn’t appear to be another 2008-era financial crisis, but markets will remain volatile for as long as there is uncertainty about the Fed’s next move(s) and the overall state of the economy and banking system, says AGF’s CEO and Chief Investment Officer.

The Fed versus the Market
AGF’s CEO and Chief Investment Officer explains the current relationship between investors and central banks and what it could mean for equity returns going forward.