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

Three Big Stories Overnight

Timely insights from inside Washington.

Market Quote: Euro Continues to Rise, U.S. Spending Bill Hits Pothole

Market Quote: Euro Continues to Rise, U.S. Spending Bill Hits Pothole

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

Market Quote: Global Energy Markets on Alert

Market Quote: Global Energy Markets on Alert

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

All That Glitters Is Not Gold…Sometimes it’s Platinum?

All That Glitters Is Not Gold…Sometimes it’s Platinum?

The metal’s recent rise is primarily due to the evolving landscape of the automotive industry.

Market Quote: The Goods on Consumer Stocks

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?

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?

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.