Stephen Duench, CFA®
3 posts
Revisiting the Threat of an Inverted Yield Curve
by Stephen Duench, CFA®, AGF Management Ltd. The start of the U.S. Federal Reserve’s latest rate-hiking cycle has…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Why Dividend Growth Is Back
by Stephen Duench, CFA®, AGF Management Ltd. Equity investors don’t have much to complain about these days. Since…
Today’s Market Specials: Quality and Value
by Stephen Duench, CFA®, AGF Management Ltd. One of the many tenets of quantitative equity analysis is the…