AGF Perspectives Blog

An Alternative(s) Take on the New Year

An Alternative(s) Take on the New Year

The important role alternative investments can play in support of a 60/40 portfolio.

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Downshifting Equities to Neutral

Downshifting Equities to Neutral

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update and the “return to normal.”

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Yes, Markets Are Oversold. But Investors Still Need to Be Cautious

Yes, Markets Are Oversold. But Investors Still Need to Be Cautious

Every month (or so), AGFiQ highlights the quantitative investment factors that are helping shape equity markets. Today’s focus is oversold conditions and the risk of weakening economic and earnings data.

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Are Investors Through the Worst of It Yet?

Are Investors Through the Worst of It Yet?

Equity markets are rallying again, but more time and more positive data may still be needed to put this year’s bear market behind us for good, says AGF’s CEO and Chief Investment Officer.

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A Check Up on Healthcare Stocks: Recent Outperformance and the Impact of the U.S. Inflation Reduction Act

A Check Up on Healthcare Stocks: Recent Outperformance and the Impact of the U.S. Inflation Reduction Act

AGF analyst Carmen Tang does a check-up into the healthcare landscape and explains why new legislation could bring about interesting opportunities.

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An Act of Remembrance

An Act of Remembrance

A Remembrance Day message from Blake Goldring, AGF’s Executive Chairman and Founder of Canada Company

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Gridlock is Good: What the U.S. Midterm Elections Mean for Markets

Gridlock is Good: What the U.S. Midterm Elections Mean for Markets

Greg Valliere, AGF’s Chief U.S. Policy Strategist, breaks down the potential market and policy implications of the U.S. midterm election results.

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