Gold, Copper, Steel: Dissecting the Tariff-Induced Dynamics of Three Commodities
AGF Investments’ senior analyst John Kratochwil on what’s shaping the mining and materials sector so far this year.
Market Quote: The Goods on Consumer Stocks
Market A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Market Quote: Can Europe’s Outperformance Last?
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
With or Without Exception?
Global financial markets have rebounded from deep losses earlier this spring, but the rally remains tenuous until there is more clarity about the potential economic fallout of the U.S. administration’s chaotic trade policy, says Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Limited.
Take a Bow, Mr. Buffett
“I was inspired by reading his letters, and he has served as a role model ever since.”
Market Quote: Equity Markets End April on Better Footing
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Food For Thought on Consumer Staples Stocks
AGF Investments analyst Abhishek Ashok talks about the nuanced performance of one of the best-known defensive sectors so far this year.
