Greg Valliere
Greg Valliere joined AGF Investments (AGF) in February 2019 as Chief U.S. Policy Strategist, AGF Investments. In this role, he is responsible for providing insight into how U.S. politics are shaping global markets. He brings a unique perspective to AGF with over three decades of experience analyzing policy and politics providing regular commentary and insight into Washington for financial services and investment management clients globally, including specialized coverage of the Federal Reserve, economic policy and politics. Greg began partnering with AGF in 2017 advising investment management teams on policy and the impact on global markets, providing daily market commentary for financial advisors and participating in numerous client events and roadshows. Most recently, Greg was the Chief Global Strategist at North Carolina based Horizon Investments, LLC and has nearly 40 years of experience following Washington issues for institutional and retail investors. He is widely quoted in U.S. media and specializes in coverage of the Federal Reserve, tax and spending issues, and politics. Greg is based in Washington, D.C. Learn more here .
Articles by Greg Valliere
- Opinion
A Criminal Probe of the Fed? What the Investigation Signals for Markets and Trust
The main issue is whether the markets sense that the Fed is losing its independence — a serious threat, like playing with fire.
- Opinion
What Comes Next in the Middle East?
This is a stunning victory for Trump, For the Democrats to call for impeachment is ridiculous. #markets #investing
- Opinion
Trump vs. Canada: What’s Behind the Tension?
Trump often picks fights that make no sense, rejecting traditional U.S. allies for no compelling reason. That certainly applies to Canada #Canada #Trump
- Opinion
Pentagon Budget on the Chopping Block: What’s at Stake?
Capitol Hill yesterday there was dismay over huge proposed defense cuts combined with an apparent rejection of U.S. allies like Volodymyr Zelenskyy. #Trump
- Opinion
The Consequences of Trump's Recent Miscalculations
THE FINANCIAL MARKETS will have to grapple with persistent uncertainty as tariff retaliation continues
- Opinion
Four Take-Aways from the Inauguration
Trump said virtually nothing on monetary and fiscal policy. He didn’t discuss a massive tax cut, and he largely ignored the soaring budget deficit
- Opinion
An Avalanche of Breaking News
Trump was counting on rate cuts this year; but that may be delayed until the second half — and Trump will howl.
- Opinion
The 2025 Theme: Confusion
Donald J. Trump seemingly unconcerned about the fact that he has made enormous promises that cannot be met.
- Opinion
Is the Fed Truly Apolitical?
The U.S. central bank’s independence has become a hot topic as the U.S. presidential election draws closer. #Fed #politics
- Research
Four Geopolitical Hotspots That Could Impact Markets in 2023
Russia’s war on Ukraine remains the top risk facing investors, but there are other potential threats to keep an eye on. #markets #investors