Temper Your Enthusiasm: Near-Shoring Progress Might Be Slower Than Investors Think
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. Business trends – or, more precisely, expectations about…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Inflation Everywhere? In Asia, Not So Much Yet
by Regina Chi, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: Regina Chi March 30, 2022 Print As…
Is China Still Investable?
by Regina Chi, CFA®, AGF Management Ltd. A “Common Prosperity” agenda that seeks to reduce income inequality might…
South Africa: Not So Fragile Now
by Regina Chi, CFA®, AGF Management Ltd. In a country of 60 million, only about a million people…
Emerging Markets Take the Lead on Inflation
by Regina Chi, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: Regina Chi April 6, 2021 Print As…
Looking Beyond China – To India – in Emerging Markets
by Regina Chi, CFA®, AGF Management Ltd. China equities are, for lack of a better word, hot. They…
