Playing the Geopolitical Blame Game
by Kevin McCreadie, AGF Management Ltd. U.S.-China relations are flaring up again. AGF’s CEO and Chief Investment Officer…
Alternative Data Takes Centre Stage
by Kevin McCreadie, AGF Management Ltd. AGF’s CEO and Chief Investment Officer discusses the growing importance of alternative…
Restarting the Economy: Threading a Needle or Jumping the Gun?
by Kevin McCreadie, AGF Management Ltd. Governments around the world are starting to re-open their economies after effectively…
Asset Allocation: Starting Near the Bottom
by Kevin McCreadie, AGF Management Ltd. Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset…
So Far, So Good, but What Moves Markets Now?
by Kevin McCreadie, AGF Management Ltd. AGF’s CEO and Chief Investment Officer offers a wide-ranging take on what…
Caution: More Volatility Ahead
by Kevin McCreadie, AGF Management Ltd. Seven straight days of losses wiping out trillions of U.S. dollars in…
Asset Allocation: Advantage Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and…
The Year of the Grey Swan?
by Kevin McCreadie, AGF Management Ltd. Equity markets have picked up where they left off in 2019 by…
New Year. New Decade. New War?
by Kevin McCreadie, AGF Management Ltd. If you are one of the thousands of people who downloaded the…
An Alternative(s) Take on 60/40
by Kevin McCreadie, AGF Management Ltd. A 60/40 portfolio mix of stocks and bonds has served investors well…
Asset Allocation: Leaning into Emerging Markets
by Kevin McCreadie, AGF Management Ltd. Kevin McCreadie, AGF’s CEO and chief investment officer, discusses ways to position…
Late Cycle Lessons
by Kevin McCreadie, CEO, CIO, AGF Management Ltd. It’s been one year since U.S. recession fears took their…
