Why U.S. Equities Merit Selective Optimism
by Auritro Kundu, VP & Portfolio Manager, AGF Investments Companies with positive earnings revisions, strong free cash flow…
How to Find Dividend Growth Opportunities in 2026
We believe alternative sources of yield, including premiums from derivatives, are now essential tools for mining additional equity income in portfolios.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
After a Blockbuster 2025, Canadian Equities Look Poised for Growth
by Mike Archibald, Portfolio Manager, AGF Investments The main drivers of the Canadian equity market—banks, commodity companies, industrials…
A Narrower but Viable Path to Further Gains
As the bull market in capital market assets enters its fourth year, we anticipate favourable returns are in store for investors, although the setup leaves less room for error.
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…
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.