Recent Articles from this contributor
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.
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.
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.
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.
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.
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.
Why Central Banks AND Geopolitics Demand the Attention of Investors
There’s a lot more than just monetary policy for investors to keep an eye on as they try to navigate what direction markets might take from here, writes AGF’s CEO and Chief Investment Officer.
Asset Allocation Q1 2024 – Weighing the Potential of Interest Rate Cuts
AGF CEO and CIO Kevin McCreadie explains the latest quarterly update from AGF’s Asset Allocation Committee.
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.