
Recent Articles from this contributor

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.

Downshifting Equities to Neutral
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update and the “return to normal.”

Are Investors Through the Worst of It Yet?
Equity markets are rallying again, but more time and more positive data may still be needed to put this year’s bear market behind us for good, says AGF’s CEO and Chief Investment Officer.

Asset Allocation Q4 2022: Adapting to a Changing Environment
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing.

Why the Bear Market Roared Back
AGF’s CEO and Chief Investment Officer discusses the latest rout in markets and the possibility that central banks get even more aggressive in their fight against inflation in the coming months.

Why Equity Investors May Have Gotten Ahead of Themselves
AGF’s CEO and Chief Investment Officer discusses the U.S. Federal Reserve’s hawkish resolve to combat inflation and whether equity markets are pricing in the potential economic fallout from its continued aggressiveness.

Asset Allocation: Ready for a Recession
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and the risk…