A Tale of Two Tapers
by David Stonehouse, AGF Management Ltd. Faced with the gravest global health emergency in a century, monetary policymakers…
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...
Three Options for De-clawing a Bond Bear
by David Stonehouse, AGF Management Ltd. There is a high probability that a cyclical bond bear market is…
How Bad Could This Cyclical Bear Be?
by David Stonehouse, SVP, Head, North American Specialty Investments, AGF Management Ltd. As we discussed in the first…
Revenge of the Bond Bear
by David Stonehouse, AGF Management Ltd. Is the long-awaited, oft-prophesied bond bear market finally upon us? As you…
Where There’s Smoke: The Risk of a Negative Rate Reality
by David Stonehouse, AGF Management Ltd. Sometimes financial markets just won’t take “no” for an answer. Central bank…
How Far Will the Fed Go?
by David Stonehouse, AGF Management Ltd. The blame game has already begun. Government institutions around the world are…
Go Longer, Be Safer
by David Stonehouse, AGF Management Ltd. A number of asset classes, industry sectors and investment structures have historically…
The Bank of Canada’s Next Move and Its Potential Impact on Canadian Bonds
by David Stonehouse, AGF Management Ltd. The Bank of Canada (BoC) has been standing pat on interest rates…
