Big on Japan
by Stephen Way, SVP, Head, Global and EM Equities, AGF Management Ltd. It may come as a surprise…
Prepare, Donât 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 wonât come down anytime soon, and the growing correlation between stocks and bonds...
Whatâs Next for Developed Markets?
by Stephen Way, AGF Management Ltd. The equity rally off March lows has hit a rougher patch in…
Why Value Investing May Get the Next Leg Up
by Stephen Way, Portfolio Manager, Head, Global and Emerging Markets, AGF Management Ltd. Value investing has been a…
