Putting Industrials to Work in Your Portfolio
Canadian Industrials have underperformed during the recent rebound in cyclical stocks but are well positioned to catch up…
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...
Lights, Camera, Earnings Growth.
by Mike Archibald, AGF Management Ltd. AGF’s Mike Archibald offers his take on U.S. earnings season and expectations…
Minority Report: Takeaways from Canada’s Federal Election
by Mike Archibald, AGF Management Ltd. Justin Trudeau and the Liberal party won a minority government in Canada’s…
What's the potential impact of Canada's federal election on markets?
by Mike Archibald, AGF Management Ltd. Canadians head to the polls on October 21. What are the potential…
