The Most Important Indicator to Watch Right Now? The Two-Year U.S. Treasury Yield
by David Stonehouse, Senior Vice-President, Head of North American and Specialty Investments, AGF Investments Inc. Inflation has been…
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...
Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Understandably, much of the investing world – much of the…
Inflation: From Peak Transitory to Peak Persistent?
by David Stonehouse, MBA, CFA®, AGF Management Ltd. By now, last August probably feels like a hundred years…
What if the Fed Doesn’t Hike?
by David Stonehouse, MBA, CFA®, AGF Management Ltd. After its September meeting, the U.S. Federal Reserve signalled it…
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Inflation has been one of the key topics of 2021…
The Fed and the Rule of Three
by David Stonehouse, MBA, CFA®, AGF Management Ltd. The U.S. Federal Reserve (Fed) will conduct three important meetings…
The Beginning of the End of an Era in Bonds
by David Stonehouse, MBA, CFA®, AGF Management Ltd. In 1982, Pierre Trudeau was Prime Minister of Canada. M*A*S*H…
Why Rising Bond Yields Aren’t Always Bad for Stocks
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: David Stonehouse February 2, 2021 Print…
