All That Glitters Is Not Gold…Sometimes it’s Platinum?
by John Kratochwil, MBA, P. Eng, Portfolio Manager, AGF Investments Platinum has recently captured market attention with a…
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...
With or Without Exception?
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. Global financial markets have rebounded…
Why the Only Certainty in Financial Markets Right Now is Uncertainty
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. For every potential positive the…
Canada’s Inflation Rate, U.S. Bank Earnings, AI’s Next Wave
by The Editor's Desk, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
How the Latest U.S. inflation Figures Moved Markets This Week
by Investment Management Team, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
Market Quote: A New Year in Financial Markets Begins
by Investment Management Team, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
How Will Emerging Markets Stocks Fare if Global Trade is Disrupted?
by Regina Chi, CFA® VP & Portfolio Manager, AGF Investments Inc. A focus on regions with strong economic…
The 4Rs of Japan’s Equity Market Resurgence
by Stephen Way, CFA®, SVP, Head of Global & Emerging Markets Equities, AGF Investments Inc. The 4Rs of…
What’s in Store for Central Bank Policy?
by David Stonehouse, SVP & Head of North American and Specialty Investments, AGF Investments Inc. As many as…
Could European Equities Catch Up in 2025?
by Richard McGrath, Portfolio Advisor, AGF Investments Could European Equities Catch Up in 2025? Improving fundamentals and attractive…
U.S. Equities: A Mixed Bag of Opportunity and Risk
2025 returns look positive, but may be subject to potentially significant shifts in the macro backdrop.
Will U.S. Tariffs Rain on Canada’s Equity Parade?
by Mike Archibald, Portfolio Manager, AGF Investments Canada's Investment landscape has largely improved this past year and we…
The Return of Policy Risk
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. We believe 2025 will be…
Why the Trump Trade May Be More Complicated Than Some Investors Think
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. AGF’s CEO and Chief Investment…
Why “Who Wins” Could Matter to Investors
by The Editor's Desk, AGF Investments This year’s presidential race has been framed as an existential battle between…
