Recent Articles from this contributor
New Year. New Decade. New War?
Investors worried about the United States and China’s protracted trade skirmish for most of 2019. Will an actual war between the U.S. and Iran be their next big headache?
What I Teach My Kids About Money: Kevin McCreadie
To mark Financial Literacy Month, AGF Management Limited’s CEO and Chief Investment Officer shares the money management lessons he teaches his children.
An Alternative(s) Take on 60/40
A 60/40 portfolio mix of stocks and bonds has served investors well over the years but may not be enough to protect them from the next big downturn in markets.
Asset Allocation: Leaning into Emerging Markets
Kevin McCreadie, AGF’s CEO and chief investment officer, discusses ways to position a portfolio in the current market environment.
Late Cycle Lessons
Investor positioning is critical in an environment of mixed economic data and persistent market volatility.
What’s more important: A trade deal or rate cuts?
Why one outcome may be more beneficial to markets than the other.
Asset allocation: What to do when stocks and bonds rally
Kevin McCreadie, AGF’s CEO and chief investment officer, discusses ways to position a portfolio in the current market environment.
Why investors might feel like it’s the ‘90s again
Some aspects of the current market environment harken back to the 1990s.
Priced for perfection
From trade deals to rate cuts: Why investors need to be cautious about market assumptions.
Asset allocation: Why some cash makes sense now
Kevin McCreadie, AGF’s CEO and chief investment officer, discusses ways to position a portfolio in…