Big Picture: Are Better Times Ahead for U.S. Treasuries?
by Jean-Sébastien Nadeau, MBA, CFA®, Co-Portfolio Manager, AGF Investments Inc. Most fixed income investors are hoping the current…
Central Banks, Big Tech and Moving Averages
by Dillon Culhane, Tom Nakamura, Auritro Kundu, AGF Investments Members of AGF’s Investment Management Team weigh in on…
Can Energy Stocks Stay Hot?
by, Mike Archibald, CFA®, CMT, CAIA, VP & Portfolio Manager, AGF Investments Inc. As we near the end…
Fixed Income Investing - Why Now May Be the Time To Add
by Jean-Sébastien Nadeau, Daniel Chivu, Fixed Income, AGF Investments October 18, 2023 No recession in sight, but storm…
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…
