AGF Perspectives Blog

The Fed and the Rule of Three

The Fed and the Rule of Three

Three important meetings for the Fed; three Fed governor decisions for Biden; three key months for the markets.

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Capitol Insights: Latest Post

Democrats in Disarray Over Evictions, Infrastructure

Timely insights from inside Washington.

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Joe Biden and the G7 Plan to Take on China. Will It Work?

Joe Biden and the G7 Plan to Take on China. Will It Work?

As it stands, China’s economy will almost certainly surpass the U.S. and become the largest in the world by 2030 – if not sooner.

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Why the Economy Seems Set To Slow

Why the Economy Seems Set To Slow

Investment returns may be harder to come by in the second half of the year when compared to what has transpired through the early part of the economic recovery.

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Manufacturing the Case for Infrastructure Stocks

Manufacturing the Case for Infrastructure Stocks

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South Africa: Not So Fragile Now

South Africa: Not So Fragile Now

Why resurgent commodity prices and political reforms have investors feeling optimistic about the second largest economy in Africa.

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Private Credit: Do Sweat the Small Stuff

Private Credit: Do Sweat the Small Stuff

The alternative asset class is supported by several macro trends, but it’s the fine details specific to each private credit strategy that are more likely to make or break it as an important cog in a well-diversified portfolio.

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The Canadian Dollar: As Good as It Gets?

The Canadian Dollar: As Good as It Gets?

It’s difficult to see the loonie continuing to outpace the greenback, let alone keep up with it, in the near term.

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