Industrials: An Active Approach
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: Angela Rhoden March 3, 2022 Print…
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...
Industrials: Decarbonization
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. In Part Three of this four-part series, global equity analyst…
Industrials: Electrification
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. In Part Two of this four-part series, global equity analyst…
Industrials: Key Themes and Trends
by Angela Rhoden, MBA, CFA®, AGF Management Ltd. Part One discusses the importance of automation and digitization in…
