Inside Perspectives: An AGF Podcast Series
Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
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.
Listen to the PodcastFrom 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.
Listen to the PodcastThe 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.
Listen to the PodcastGeopolitical 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.
Listen to the PodcastThe 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.
Listen to the PodcastThe 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.
Listen to the PodcastChina’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.
Listen to the PodcastTo 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.
Listen to the PodcastAlternative 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.
Listen to the PodcastThe relationship between the two biggest economies in the world continued to deteriorate during U.S. President Trump’s tenure at the White House. But will a new administration in Washington DC flip the switch? 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 AGF’s Portfolio Manager, Regina Chi, to discuss market implications of a relationship that remains full of friction and fraught with frustration.
Listen to the PodcastIt’s been one year since markets collapsed from the initial onslaught of the COVID-19 global pandemic, but has the experience of the past year changed us as investors? On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, is joined by AGF’s Chief Trader John Christofilos as well as Portfolio Manager Steve Bonnyman and Analyst Dillon Culhane to discuss how their particular roles have been affected and what it could mean for investment management going forward.
Listen to the PodcastOn this special episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, hosts a panel discussion on how the COVID-19 pandemic has impacted women over the past year and what all of us can learn from the experience.
Listen to the PodcastOn this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, is joined by Bill DeRoche, the head of AGFiQ Alternative Strategies, and Ryan Dunfield, the founder and CEO of the SAF Group, to discuss the growing importance of alternative asset classes and strategies and how to decide which ones may be right for your portfolio.
Listen to the PodcastOn this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and chief investment officer, welcomes back Greg Valliere, AGF’s chief US policy strategist to discuss the changing political landscape in Washington and what investors should expect over the next presidential cycle.
Listen to the PodcastOn this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer is joined by AGF Portfolio Manager, Martin Grosskopf, and Judy Goldring, AGF’s president and head of global distribution, to discuss the landscape for sustainable investing moving forward.
Listen to the PodcastOn this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes David Stonehouse, AGF’s Head of North American and Specialty Investments, to discuss the potential impact that today’s highly accommodative monetary and fiscal policies will have on the economy and markets going forward.
Listen to the PodcastOn this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes AGF Equity Analyst Auritro Kundu to discuss tech’s role during the pandemic and the innovations that will continue to influence the global economy in its wake.
Listen to the PodcastOn this episode of Inside Perspectives, Kevin McCreadie, AGF's CEO and Chief Investment Officer, welcomes Greg Valliere, AGF's Chief US Policy Strategist, and John Christofilos, AGF's Chief Trading Officer, to discuss the ins and outs of working from home and managing money in these unprecedented times.
Listen to the PodcastOn this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, and Judy Goldring, AGF’s President and Head of Global Distribution discuss how progressive corporate governance can effect change and the role that investors play in demanding a more diverse and equal workplace.
Listen to the PodcastOn this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes AGF analyst, Auritro Kundu, to discuss the ins and outs of investing in the tech sector and the potential implications that advances in technology have on firms across all industries.
Listen to the PodcastOn this episode of the podcast, Kevin McCreadie, AGF CEO and Chief Investment Officer, is joined by AGF’s head trader, John Christofilos, to talk about the current trading environment and the opportunities and risks associated with it.
Listen to the PodcastOn this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes Greg Valliere, AGF’s Chief U.S. Policy Strategist, to discuss the race for the White House and what’s at stake for investors in the coming months.
Listen to the PodcastOn this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer is joined by Regina Chi, lead portfolio manager of AGF’s emerging market equity strategies to discuss the opportunities and risks of investing in the developing world today.
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