Why “Who Wins” Could Matter to Investors
This year’s presidential race has been framed as an existential battle between two starkly different visions of the United States—one that claims saving democracy as its goal, the other claiming to want to save America. To help make sense of it all, the following series of short takes from AGF Investments Inc. analysts take a deep dive into six market sectors that could be dramatically impacted by the outcome on Nov. 5: consumer staples, U.S. banks, industrials, technology, healthcare and semiconductors. It also includes
an outlook for currency markets under a Trump or Harris administration. In a race that is still too close to call, the details matter—and investors need to be prepared.
Market Quote: The U.S. Election Looms
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Can China’s Real Estate Market Get Back on Track?
AGF Investments Inc. senior analyst John Kratochwil explains how recent government measures in China could spur interest in the country’s…
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.
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.
