Will the Fed and Other Central Banks Get It Right?
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Investors should expect market volatility to continue until it is…
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...
Positioning a Portfolio for More Volatility Ahead
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. AGF’s CEO and Chief Investment Officer discusses the latest quarterly…
Fade the Market Correction, but for How Long?
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. The strength of the economy and financial markets rides on…
War and the Fear of Recession
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Russia’s invasion of Ukraine is the latest risk to financial…
Investing Your Way Through a Correction
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Actively managing a portfolio of stocks, bonds and “alternatives” should…
Feeling the Pinch of Tighter Monetary Policy
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Does inflation need to be reined in by central banks?…
