![Kevin McCreadie](https://perspectives.agf.com/wp-content/uploads/KevinMcCreadie_2019_224x160.jpg)
Recent Articles from this contributor
![post image Asset Allocation Q3 2024 – Why We Remain Overweight Equities](https://perspectives.agf.com/wp-content/uploads/aac-q3-2024-hero-1920x567-1.jpg)
Asset Allocation Q3 2024 – Why We Remain Overweight Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s decisions as we head into earnings season.
![post image Can Global Equity Markets Keep Rallying Despite Diminished Rate Cut Expectations?](https://perspectives.agf.com/wp-content/uploads/blog-kevin-equity-markets2024-hero-1920x567-1.jpg)
Can Global Equity Markets Keep Rallying Despite Diminished Rate Cut Expectations?
AGF’s CEO and Chief Investment Officer discusses the ongoing rally in stocks and why investors seem unphased by a monetary policy backdrop that has been decidedly less accommodative than anticipated at the beginning of the year.
![post image Asset Allocation Q2 2024 – Adding Some Weight to Equities](https://perspectives.agf.com/wp-content/uploads/aac-q2-2024-hero-1920x567-1.jpg)
Asset Allocation Q2 2024 – Adding Some Weight to Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s decision to increase exposure to stocks this quarter.
![post image Why Broader May Be Better For Equity Markets](https://perspectives.agf.com/wp-content/uploads/broader-may-be-better-hero-1920x567-1.jpg)
Why Broader May Be Better For Equity Markets
The S&P 500 Index and several other global indexes are trading at all-time highs again, but not every stock listed is participating in the rally to the same extent.
![post image Why Central Banks AND Geopolitics Demand the Attention of Investors](https://perspectives.agf.com/wp-content/uploads/railroad-track-trains-hero-hp-1920x700-1.jpg)
Why Central Banks AND Geopolitics Demand the Attention of Investors
There’s a lot more than just monetary policy for investors to keep an eye on as they try to navigate what direction markets might take from here, writes AGF’s CEO and Chief Investment Officer.
![post image Asset Allocation Q1 2024 – Weighing the Potential of Interest Rate Cuts](https://perspectives.agf.com/wp-content/uploads/aac-potential-interest-rate-cuts-hero-1920x567-1.jpg)
Asset Allocation Q1 2024 – Weighing the Potential of Interest Rate Cuts
AGF CEO and CIO Kevin McCreadie explains the latest quarterly update from AGF’s Asset Allocation Committee.
![post image Asset Allocation Q4 2023 – Waiting on Interest Rates](https://perspectives.agf.com/wp-content/uploads/AssetAllocationQ4Video-HeroBanner-1920x567-1.jpg)
Asset Allocation Q4 2023 – Waiting on Interest Rates
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update.
![post image A Sticky Situation for Investors](https://perspectives.agf.com/wp-content/uploads/sticky-situation-for-investors-blog-hero-1920x567-1.jpg)
A Sticky Situation for Investors
A protracted fight against inflation could keep central banks from cutting rates even if the economy falls into recession, says AGF’s CEO and Chief Investment Officer.
![post image Taking a Hard Look at the Idea of a Soft Landing](https://perspectives.agf.com/wp-content/uploads/Soft-Landing-Recession-Kevin-McCreadie-hero-tinted-1920x567-1.jpg)
Taking a Hard Look at the Idea of a Soft Landing
AGF’s CEO and Chief Investment Officer explains why the rally in equity markets has stalled and discusses the possibility of another significant correction taking hold.
![post image Asset Allocation Q3 2023 Stuck in Neutral](https://perspectives.agf.com/wp-content/uploads/aac-stuck-in-neutral-hero-1920x567-1.jpg)
Asset Allocation Q3 2023 Stuck in Neutral
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update, and the best potential opportunities in equity markets.