Agriculture Stocks and the Looming Global Food Crisis
by John Kratochwil, MBA, P.Eng. Equity Analyst, Mining and Materials AGF Investments Inc. Supply chain issues for everything…
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...
Inflation in the Materials Sector
by John Kratochwil, AGF Management Ltd. AGFâs John Kratochwil discusses inflation expectations and the pressure of potentially higher…
Why Gold Holds Promise for Investors
by John Kratochwil, AGF Management Ltd. AGF analyst John Kratochwil discusses the price of gold and why gold…
Making Sense of Gold in a Time of Crisis
by John Kratochwil, AGF Management Ltd. John Kratochwil, AGF equity analyst, talks about the merits of gold as…
