AGF Perspectives Blog

What The Collapse of Two U.S. Banks Could Mean for Markets

What The Collapse of Two U.S. Banks Could Mean for Markets

This doesn’t appear to be another 2008-era financial crisis, but markets will remain volatile for as long as there is uncertainty about the Fed’s next move(s) and the overall state of the economy and banking system, says AGF’s CEO and Chief Investment Officer.

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Capitol Insights: Latest Post

May Madness — Debt Ceiling Timetable is Shifting

Timely insights from inside Washington.

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Why Some Market Participants Are Worried About “Zero Day to Expiry” Options Trading

Why Some Market Participants Are Worried About “Zero Day to Expiry” Options Trading

As 0DTEs grow more ubiquitous, the level of risk attached to them continues to grow, too.

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Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns

Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns

Bond yields could be rangebound in 2023 after the substantial backup in 2022.

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Seeking Balance Following Market Extremes

Seeking Balance Following Market Extremes

How a “core and contrarian” dividend strategy can help navigate today’s volatility

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Why Last Year’s Stock Market Laggards Are This Year’s Early Winners

Why Last Year’s Stock Market Laggards Are This Year’s Early Winners

Every month (or so), AGF’s quantitative team highlights the investment factors that are helping shape equity markets. Today’s focus is the reversal of fortune in what constitutes momentum stocks.

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What China’s Reopening Means for Industrial Metals

What China’s Reopening Means for Industrial Metals

AGF’s John Kratochwil talks about the recent rise in commodity prices and whether it can last.

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The Fed versus the Market

The Fed versus the Market

AGF’s CEO and Chief Investment Officer explains the current relationship between investors and central banks and what it could mean for equity returns going forward.

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