23 episodes

Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.

Inside Perspectives: An AGF Podcast Series AGF Investments

    • Business

Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.

    The Politics of ESG Investing

    The Politics of ESG Investing

    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.

    • 27 min
    Planes, Trains and the Market Impact of Political Dysfunction in the West

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

    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.

    • 35 min
    What China Wants (and What the World Wants from China)

    What China Wants (and What the World Wants from China)

    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.

    • 31 min
    Is War the New Normal for Investors?

    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.

    • 40 min
    The Threat to Investors of a New Cold War

    The Threat to Investors of a New Cold War

    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.

    • 36 min
    We Need To Talk About Fixed Income

    We Need To Talk About Fixed Income

    On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes David Stonehouse, AGF Head of North American and Speciality Investments. And Tom Nakamura, Currency Strategist, and Co-Head of Fixed Income. To discuss the constructing of fixed-income portfolio in an economic climate, increasingly defined by the prospects of tighter monetary policy ahead.

    • 30 min

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