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…
Asset Allocation Q4 2022: Adapting to a Changing Environment
by Kevin McCreadie, MBA, CFA®, CEO, and Chief Investment Officer, AGF Investments Inc. Kevin McCreadie, AGF’s CEO and…
Be Tactical, Be Balanced, Be Humble: How to Navigate a Potential Regime Shift in Markets
by Andy Kochar, Bill Deroche, Mike Archibald, & Dillon Culhane, AGF Investments Inflation has been the clear focus…
Why the Fight Against Inflation May End in a Recession
by Kevin McCreadie, John Christofilos, Rune Sollihaug, Mark Stacey, David Stonehouse, Stephen Way, AGF Investments The first half…