Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
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,…
An Alternative(s) Take on the New Year
by Ash Lawrence, MBA, Senior Vice-President and Head of AGF Private Capital, AGF Investments Inc. There are always…
Why Hedging Still Makes Sense in 2023
by Bill DeRoche, MBA, CFA®, Head of Quantitative Investing, AGF Investments LLC An equity hedge can provide insulation…
Real Assets May Still Outperform, but Be Cautious
by Stephen Bonnyman, MBA, CFA® Director of Equity Research and Portfolio Manager, AGF Investments Inc. Steadying rates and…
Deglobalization, Inflation and What It Means for Emerging Markets
by Regina Chi, CFA®, Vice-President and Portfolio Manager, AGF Investments Inc. As economies increasingly diverge during deglobalization, so…
The Politics of ESG Investing... the mounting backlash
Environmental, social and governance (ESG) investing has gained more traction over the past few years, but not everyone…
A Tale of the Twenties: The Roaring 1920s and the Boomerang 2020s
by Tony Genua, Senior Vice-President and Portfolio Manager, AGF Investments Inc. Historically, investing in stocks after a 20%…
The Return of Normal
by Kevin McCreadie, MBA, CFA®, CEO, and Chief Investment Officer, AGF Investments Inc. While volatility is expected to…