Market Redux: Back to the ‘90s, or Is It the ‘70s?
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. In the thick of earnings season, AGF’s CEO and Chief…
Prepare, Don’t 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 won’t come down anytime soon, and the growing correlation between stocks and bonds...
The Ifs, Ands and Buts About Markets
by Kevin McCreadie, CFA®, MBA, CEO and CIO, AGF Management Ltd. As markets grow more uncertain, now is…
The Risk and Resilience of Markets
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. Insights and Market Perspectives Kevin McCreadie, AGFs CEO and Chief…
Why the Economy Seems Set To Slow
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. Insights and Market Perspectives Author: Kevin McCreadie July 13, 2021 Print…
Less Speculation, More Investing
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. A barbell approach that doesn’t overly discriminate between investment themes…
Back to Fundamentals
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. Following a stellar first quarter earnings season, investors must contend…
A Spending Spree, But Then What?
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. Insights and Market Perspectives Author: Kevin McCreadie April 27, 2021 Print…
Stimulus Sweepstakes
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. Insights and Market Perspectives Author: Kevin McCreadie March 30, 2021 Print…
How Much Economic Growth is Too Much for Investors?
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. Insights and Market Perspectives Author: Kevin McCreadie March 15, 2021 Print…
Market Mood Swings
by Kevin McCreadie, CFA®, MBA, AGF Management Ltd. Rallying equity markets reflect a resounding optimism among investors, but…
