AGF Perspectives Blog

Asset Allocation Q3 2025 – A Slight Modification

Asset Allocation Q3 2025 – A Slight Modification

David Stonehouse, Interim Chief Investment Officer at AGF Investments, explains the latest changes made by AGF Investments’ Asset Allocation Committee.

Capitol Insights: Latest Post

Congress Returns, Faces Huge Workload

Timely insights from inside Washington.

Why Tariffs Are Here to Stay (And What That Could Mean for Investors)

Why Tariffs Are Here to Stay (And What That Could Mean for Investors)

Investors seem more comfortable with the idea of tariffs, but they’re still likely to play a key role in the direction of financial markets as we approach the final stretch of the year, says David Stonehouse, AGF Investments’ interim CIO.

Agentic AI: A Game Changer for Software Stocks

Agentic AI: A Game Changer for Software Stocks

Wyeth Wright, AGF Senior Analyst, explains the potential impact of agentic AI on the software sector.

Energy Markets in Tense Geopolitical Times

Energy Markets in Tense Geopolitical Times

AGF Investments analyst Pulkit Sabharwal on oil and natural gas markets.

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.