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…
Big Picture: A Tale of Two Halves
by The Editor's Desk, AGF Investments Equity investors just endured one of the worst first halves to a…
Why Better Times May Be Ahead For China’s Stock Market
by Regina Chi, Vice President & Portfolio Manager, AGF Investments China stocks are slumping on news of rising…
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…
The Lessons of Value Investing for Credit Investors
by Andy Kochar, Vice-President, Portfolio Manager and Head of Global Credit, AGF Investments LLC It may be too…
Rethinking the Preference for Preferred Shares
by Andy Kochar, AGF Management Ltd. Preferred shares have long been a go-to for Canadian investors seeking yield,…
Credit Takes the Lead
by Andy Kochar, Portfolio Manager, Head of Credit, AGF Investments Inc. There’s no denying the strong ties that…
Fighting Back with Sustainable Bonds
by Andy Kochar, AGF Management Ltd. Sustainable investing has shown remarkable resilience during the COVID-19 pandemic, but it’s…
Making Sense of Credit Market Volatility
by Andy Kochar, Portfolio Manager, Head of Credit, AGF Management Ltd. Andy Kochar, AGF’s Head of Global Credit,…
A Guide to Central Bank Liquidity (And Why it Matters)
by Andy Kochar, Portfolio Manager, Head of Credit, AGF Management Ltd. The U.S. Federal Reserve (Fed) has taken…
Be Ready to Buy the High-Yield Dip, Not Sell the Rally
by Andy Kochar, AGF Management Ltd. The U.S. high-yield credit market may be due for a pullback after…
Federal Reserve’s Balance Sheet has Resumed Expansion
by Andy Kochar, AGF Management Ltd. The balance sheet of the U.S. Federal Reserve (Fed) has long been…
