Recent Articles from this contributor
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.
Bracing for Brexit
What’s at stake for investors as the deadline looms for leaving the European Union.
I spy with my investor eye
5 ways to track the current state of markets and gauge the future direction of the economy.
A spectacular rebound, but reaching new stock market highs won’t be easy
Investors are right to feel whipsawed. Late December was ugly, followed by one of the…