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.

January 26, 2024
Why Geopolitics May Be the Most Important Focus of Investors in 2024

Kevin, John and David welcome Regina Chi to discuss the Red Sea attacks, Taiwan’s recent election (and a little football while they’re at it).

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November 2, 2023
War in the Middle East and the Potential Threat to Markets

The world's geopolitical climate continues to grow more dangerous following the recent outbreak of war in the Middle East. So why do investors seem relatively unfazed by the tragic events that are unfolding? On this episode of Inside Perspectives, Kevin McCreadie discusses the market's reaction to the beginnings of yet another devastating conflict with guests Greg Valliere and General Andrew Leslie.

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September 13, 2023
How Does the Ukraine War End?

The Ukraine War continues to grind on, seemingly with no end in sight. On this episode of Inside Perspectives, Kevin McCreadie welcomes back Greg Valliere and General Andrew Leslie to discuss the ongoing market impact of the conflict and why next year's U.S. presidential election is one of several factors that could determine its ultimate outcome.

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June 5, 2023
Why Investors Need to Keep the Ukraine War on Their Worry List

Ukraine’s counter offensive could by a turning point in the country’s war with Russia, but investors should expect a swift end to the conflict as a result. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes back General Andrew Leslie to discuss the latest developments in the war and its ongoing potential to impact markets.

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May 9, 2023
Private Capital: Why Patience Can Be a Virtue in Today’s Challenging Market Environment

In part one of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer discusses the current landscape for investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.

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May 9, 2023
Private Capital: How a Good Manager Makes All the Difference

In part two of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer weighs in on the opportunities and risks of investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.

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May 9, 2023
Private Capital: What Does the Future Hold?

In part three of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer considers the future of private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.

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February 16, 2023
One Year and Counting: Assessing the Ongoing Market Impact of the Ukraine War

“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.

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December 5, 2022
The Politics of ESG Investing

Environmental, social, and governance 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. On 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.

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November 7, 2022
Planes, Trains and the Market Impact of Political Dysfunction in the West

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.

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September 19, 2022
What China Wants (and What the World Wants from China)

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.

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AUGUST 15, 2022
Is War the New Normal for Investors?

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.

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July 14, 2022
The Threat to Investors of a New Cold War Emerging

The Ukraine war may have taken a backseat 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 McCredie, 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.

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March 10, 2022
We Need To Talk About Fixed Income

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.

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