Finally, Rate Cuts Are Here. Now What?
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, says the question isn’t whether the U.S. Federal Reserve will cut interest rates again, but how aggressive the U.S. central bank will be in lowering them further.
Asset Allocation Q4 2024 – Why We Are Still Overweight U.S. Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s final quarterly update of 2024.
Has the Semiconductor Cycle Peaked?
AGF Investments Inc. analyst Grace Huang explains the potential opportunities and risks of global semiconductor stocks at this stage in the cycle.
Market Quote: U.S Earnings Mostly Beating Expectations, Sustainability Stocks Stabilizing
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Narrow No More: Why Canadian Equities Might Have an Advantage as Rates Ease
The “great broadening” of financial markets may have begun, and investors in Canadian equities could be among the most significant beneficiaries.
U.S. Healthcare Stocks and the U.S. Presidential Election
AGF Investments Inc. analyst Ling Han discusses the potential election impact to managed care stocks and other segments of the…
Market Quote: North America’s Burgeoning Market Breadth, Washington’s Ballooning Deficit
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
