Why the Geopolitical Climate Remains a Focus for Investors in 2025
byĀ Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Wars in the Mid-East & Ukraine remain potential hot spots…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Four Geopolitical Hotspots That Could Impact Markets in 2023
by Greg Valliere, Chief U.S. Policy Strategist, AGF Investments Russiaās war on Ukraine remains the top risk facing…
Biden Unscripted is a Verbal Mine Field
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives ITāS NO SECRET that Joe Bidenās advisers cringe…
Biden in Asia: Sending a Message to China
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THE UKRAINE WAR has diverted attention away from…
Elections Are Still All About Donald Trump: Hereās Our GOP Top Ten
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THERE WERE NO CLEAR TRENDS LAST NIGHT except…
Who Might Replace Vladimir Putin?
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives RUSSIAN TROOPS ARE RETREATING in northeastern Ukraine, and…
Recession ā A Self-Fulfilling Prophecy? Plus, Donald Trumpās Very Big Week
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives CONFIDENCE IS A HUGE WILD CARD and it…
Three Big Stories to Watch This Weekend
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THEREāS NO SHORTAGE of dramatic stories that will…
White House Cancels Energy Projects; An Unusually Nasty Biden Feud
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives TALK ABOUT BAD TIMING: As gasoline prices hit…
The One Inflation Narrative Joe Biden Canāt Shake
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives ITāS BECOMING CLEAR that the massive 2021 spending…
The Decline of Vladimir Putin
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PHOTOS OF VLADIMIR PUTIN with a blanket covering…
Little Hope for Ukraine Breakthrough; New Covid Controversy in the U.S.
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WISHFUL THINKING: Staggering Russian losses in recent weeks…
Dust Settles After Two Huge Political Developments Rock Washington
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives WE FULLY ACKNOWLEDGE that the war in Ukraine…
Roe v. Wade Leak Scrambles November Election
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives IN A BOMBSHELL THAT SHOOK THIS CITY during…
Why the Fed Should Go Slow
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives THEREāS LITTLE DOUBT that on Wednesday the Federal…
