Recent Articles from this contributor
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…
Recession Watch
AGF’s CEO and Chief Investment Officer discusses the possibility of a severe economic slowdown and explains which types of companies are feeling the pinch of higher prices the most.
Will the Fed and Other Central Banks Get It Right?
Investors should expect market volatility to continue until it is better understood what impact tighter monetary policy will have on inflation and economic growth, says AGF’s CEO and Chief Investment Officer.
Positioning a Portfolio for More Volatility Ahead
AGF’s CEO and Chief Investment Officer discusses the latest quarterly update by the firm’s Asset Allocation Committee.
Fade the Market Correction, but for How Long?
The strength of the economy and financial markets rides on the ability of the U.S. Federal Reserve and other central banks to strike the right balance with interest rates, says AGF CEO and Chief Investment Officer.
War and the Fear of Recession
Russia’s invasion of Ukraine is the latest risk to financial markets that were already reeling from the prospects of a potential slowdown in the global economy, says AGF’s CEO and Chief Investment Officer.
Investing Your Way Through a Correction
Actively managing a portfolio of stocks, bonds and “alternatives” should help investors navigate the market’s latest bout of heightened volatility and position for better returns ahead, says AGF’s CEO and Chief Investment Officer.
Feeling the Pinch of Tighter Monetary Policy
Does inflation need to be reined in by central banks? Or will it wane on its own as government stimulus begins to fade and economic conditions finally normalize following the latest wave of the pandemic? Kevin McCreadie, AGF’s CEO and Chief Investment Officer, explains how the current response to this debate has investors on edge and why the stage is set for even greater market volatility ahead.