Inside Perspectives: An AGF Podcast Series

“Balloongate” has stolen the headlines this month but the Ukraine War may still pose the biggest geopolitical risk to investors. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes back Greg Valliere, AGF’s Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss the implications of a war that continues to rage with no end in sight.

Environmental, social and governance (ESG) investing has gained more traction over the past few years, but not everyone is a proponent of the theme whose purpose is to provide capital in the pursuit of a more sustainable future. In this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes AGF Portfolio Manager Martin Grosskopf to discuss a mounting political backlash against ESG and what it means for investors.

From the United Kingdom to the United States, political dysfunction has emerged as a large and growing concern for investors. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes back Greg Valliere, AGF’s Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss the potential crisis facing some of the West’s most successful democracies and the impact that could have on financial markets going forward.

The Ukraine War is igniting fears of a new Cold War, but it’s not just the original two super powers, Russia and the United States, that are butting heads. On this episode of Inside Perspectives, Kevin McCreadie AGF’s CEO and Chief Investment Officer is joined by AGF Portfolio Manager Regina Chi and special guest General Andrew Leslie to talk about China’s growing influence on the geopolitical landscape today.

Geopolitical tensions in Eastern Europe and the Asia-Pacific region have unsettled markets this year, but investors may end up facing more instability going forward. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes back Greg Valliere, AGF’s Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss Russia’s ongoing invasion of Ukraine and China’s mounting aggression towards Taiwan.

The Ukraine War has taken a back seat to central bank tightening in recent weeks but it remains a very large and potentially persistent risk for investors. On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes special guest General Andrew Leslie to discuss the potential market implications of a war that threatens to upend existing power dynamics around the world.

The risk of higher bond yields has some fixed-income investors on the ropes. But given how much yields have risen in recent months, could most of damage already be done? On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes David Stonehouse, AGF Head of North American and Specialty Investments, and Tom Nakamura, Currency Strategist, and Co-Head of Fixed Income, to discuss the construction of fixed-income portfolios in an economic climate, increasingly defined by the prospects of tighter monetary policy ahead.

China’s rise to superpower status may be an opportunity that investors can’t ignore, but it’s also one of significant risk. On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, welcomes AGF Portfolio Manager, Regina Chi, and special guest Keith Abell to discuss how China’s geopolitical stance and economic initiatives are influencing global markets, and making investors uneasy.

To have or not to have. That’s the question facing investors now that some governments and central banks around the world are actively pursuing policies to create a more equitable society. On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, welcomes back Greg Valliere, AGF’s Chief US Policy Strategist, and David Stonehouse, AGF’s Head of North American and Specialty Investments, to discuss the market implications of engineering an inclusive form of economic growth.

Alternative investments are expected to play a key role in shaping portfolio returns over the next decade, but their success will largely depend on how they are integrated with existing stock and bond holdings. On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, discusses some of the nuances of allocating to alts with Jane Buchan, CEO of Martlet Asset Management, and Bill DeRoche, Head of AGFiQ Alternative Strategies.