Recent Articles from this contributor
All About Fall: Why the Coming Season Is Critical for Investors
AGF’s CEO and Chief Investment Officer on the key themes in focus this fall.
The Risk and Resilience of Markets
Kevin McCreadie, AGFs CEO and Chief Investment Officer discusses the reasons why stocks continue to rally and why future gains may be harder to come by.
Why the Economy Seems Set To Slow
Investment returns may be harder to come by in the second half of the year when compared to what has transpired through the early part of the economic recovery.
Less Speculation, More Investing
A barbell approach that doesn’t overly discriminate between investment themes and maintains broad diversification across asset classes including alternatives should help investors navigate markets as the economy normalizes after more than a year of what can only be described as abnormal activity, says AGF’s CEO and Chief Investment Officer.
Back to Fundamentals
Following a stellar first quarter earnings season, investors must contend with a growing list of headwinds that threaten to upend equity markets. AGF’s CEO and Chief Investment Officer explains why focusing on companies with “clean” balance sheets and manageable debt loads can be a good way to navigate what lies ahead.
A Spending Spree, But Then What?
It’s easy to marvel at the global economy’s resurgence of late but investor expectations for what lies ahead may be out of line without contemplating the risks associated with such an impressive recovery, says AGF’s CEO and Chief Investment Officer.
Stimulus Sweepstakes
AGF’s CEO and Chief Investment Officer considers the ongoing impact of unprecedented fiscal policies around the world.
How Much Economic Growth is Too Much for Investors?
The threat of inflation has pushed bond yields higher in recent weeks and put equity markets on alert. But the true risk this poses to stocks remains unclear and will be largely predicated on the words and actions of central bankers over the next few months, says AGF’s CEO and Chief Investment Officer.
Market Mood Swings
Rallying equity markets reflect a resounding optimism among investors, but that’s what also makes them unnerving, says AGF’s CEO and Chief Investment Officer.
Everything Is Not Awesome
Equity markets are churning higher, but euphoric investors beware, says AGF’s CEO and Chief Investment Officer. Irrational exuberance has a way of ending badly when left unchecked.