Recent Articles from this contributor
All Tech-ed Out
AGF’s CEO and Chief Investment Officer explains why recent weakness may usher in a period of growing volatility marked by muted returns and minor pullbacks.
And We’re Back (to All-Time Highs)
AGF’s CEO and Chief Investment Officer highlights one of the most remarkable rebounds in recent memory and what it will take to keep it going.
Asset Allocation: Being Tactical in Volatile Times
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and why short-term portfolio adjustments may be necessary going forward.
It’s Time Investors Start Paying More Attention to the U.S. Election
The 2020 race for the White House and control of the U.S. Congress took a back seat to the pandemic during the first half of the year, but the potential market implications of the election are significant and can no longer be ignored. AGF’s CEO and Chief Investment Officer explains what’s at stake.
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.