Recent Articles from this contributor
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.
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.
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.
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.
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.
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.
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.
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.
Why Investors Should Be Bearish About the New Bull Market
U.S. equity market performance has begun to broaden out in recent weeks – an encouraging sign, to be sure. But if the current bull run – fuelled by just a few big tech names – is going to survive, continued broadening may be a necessity, says AGF’s CEO and Chief Investment Officer.
Why Rangebound Markets May Be Here to Stay This Summer
AGF’s CEO and Chief Investment Officer explains the conditions that are likely needed for stocks to break out of their current trading range.