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

A Big Beautiful Bombshell

Timely insights from inside Washington.

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.

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.