A Sticky Situation for Investors
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. A protracted fight against inflation…
Big Picture: Investors Not on the Defensive, Despite Talk of Recession
by Abhishek Ashok, M.A., MFE, CFA®, Analyst, AGF Investments Inc. Consumer staples, healthcare and utilities sectors have underperformed…
Big Picture: Growth Vs Value
by Abhishek Ashok, M.A., MFE, CFA®, Analyst, AGF Investments Inc. The performance spread in favour of growth stocks…
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
Taking a Hard Look at the Idea of a Soft Landing
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. AGF’s CEO and Chief Investment…
Mid-Year Outlook: 7 Questions Heading into the Second Half of 2023
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF Investments Equity markets rebounded…
Why Investors Should Be Bearish About the New Bull Market
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. U.S. equity market performance has…
Why Rangebound Markets May Be Here to Stay This Summer
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. AGF’s CEO and Chief Investment…
Why the Fed Isn’t in the Same Hurry to Cut Rates as Investors
by Kevin McCreadie, MBA, CFA®, CEO and Chief Investment Officer, AGF Management Ltd. Another bout of heightened market…
Will the Bank of Japan Yield on Yield Curve Control?
by Tom Nakamura, CFA®, VP & Portfolio Manager, Currency Strategy and Co-Head of Fixed Income, & Stephen Way,…
Why Some Market Participants Are Worried About “Zero Day to Expiry” Options Trading
by John Christofilos, Senior Vice-President, Chief Trading Officer and Investment Management, Operations Strategy, AGF Investments Inc. The numbers…
What The Collapse of Two U.S. Banks Could Mean for Markets
by Kevin McCreadie, MBA, CFA®, CEO, and Chief Investment Officer, AGF Investments Inc. This doesn’t appear to be…
Seeking Balance Following Market Extremes
by Stephen Duench, CFA®, Co Head, Highstreet Private Client† & VP and Portfolio Manager, AGF Investments Inc. The…
Why Last Year’s Stock Market Laggards Are This Year’s Early Winners
by Abhishek Ashok, M.A., MFE, CFA®, Analyst, AGF Investments Inc. Investors were a decidedly bearish bunch at the…
The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. In an article last July about China,…
