Recent Articles from this contributor
Why the Market Rally Has Lost Steam
Equity markets retreated in June after rallying aggressively off March lows the previous two months. AGF’s CEO and Chief Investment Officer discusses the reason for the pullback and why future gains will be hard to come by without clear catalysts on the horizon
Be Careful, Investors, It’s Not Over Yet
Renewed volatility in equity markets reflects growing concerns about a second wave in the virus and what it could mean for the promising restart to the global economy. AGF’s CEO and Chief Investment Officer explains why investors must not be complacent.
From Pandemic to Protests
The news cycle is turning again. AGF’s CEO and Chief Investment Officer discusses the market implications.
The Restart, the Vaccine and China: Market Catalysts to Keep an Eye On
It’s been one hundred days since equity markets hit all-time highs and then nosedived into bear market territory earlier this spring. AGF’s CEO and Chief Investment Officer gives his latest thoughts on the rollercoaster ride that has transpired in the ensuing weeks and what it might take to keep the recent rally rolling.
Playing the Geopolitical Blame Game
U.S.-China relations are flaring up again. AGF’s CEO and Chief Investment Officer discusses the market implications and what investors can expect if tensions continue to intensify in the coming weeks.
Alternative Data Takes Centre Stage
AGF’s CEO and Chief Investment Officer discusses the growing importance of alternative data and what to expect from an economy that will be forever changed.
Restarting the Economy: Threading a Needle or Jumping the Gun?
Governments around the world are starting to re-open their economies after effectively shutting them down because of the COVID-19 pandemic. AGF’s CEO and Chief Investment Officer discusses the market implications of the restart and what a second wave of the pandemic could mean for investors.
Asset Allocation: Starting Near the Bottom
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and ways that an investor may position a portfolio in the current market environment.
Oil: The Other Crisis Impacting Markets
The COVID-19 pandemic has wreaked havoc on markets, but plummeting oil prices have resulted in their own set of problems for investors. Kevin McCreadie, AGF’s CEO and Chief Investment Officer, explains in his latest Q&A.
So Far, So Good, but What Moves Markets Now?
AGF’s CEO and Chief Investment Officer offers a wide-ranging take on what is and what is not resonating with investors as markets fight back against the economic ravages of the COVID-19 pandemic