Recent Articles from this contributor
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…
Goldilocks or the big bad recession?
Investors should not ignore economic fault lines in Europe, China and the U.S. despite the strong equity market rally so far this year.
Bring the noise, it’s the last month of the quarter
Investors often find themselves in a “fundamentals” void in the final weeks of a quarter and become more focused on macro events making daily headlines.