AGF Perspectives Blog

Gold, Copper, Steel: Dissecting the Tariff-Induced Dynamics of Three Commodities

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.

Capitol Insights: Latest Post

Donald Trump’s Tax Bill Is In Trouble

Timely insights from inside Washington.

Take a Bow, Mr. Buffett

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

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

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.

Minority Report

Minority Report

Average returns before and after Canada’s federal elections since 1968.

Canada Votes: The Promising Promise of Economic Reform

Canada Votes: The Promising Promise of Economic Reform

Despite their differences, the country’s two contending political parties seem to agree that making Canada’s economy more productive and less reliant on its biggest trading partner is a critical priority for the next government,  says Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Limited.

Market Quote: Canada Election Special Edition

Market Quote: Canada Election Special Edition

A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.