Sustainable Investing: Can Institutional Investors Have Their Cake and Eat it Too?
A new study says institutional investors expect to increase their exposure to sustainable investments that include thematic strategies related to specific ESG issues, but not at the expense of portfolio performance.
Market Quote: Oil Prices, Dividend Stocks, U.S. Treasuries
Members of AGF’s Investment Management Team weigh in on the week that was in global financial markets.
Big Picture: Investors Not on the Defensive, Despite Talk of Recession
Consumer staples, healthcare and utilities sectors have underperformed this year.
Big Picture: Growth Vs Value
The performance spread in favour of growth stocks has rarely been larger than it was earlier this summer.
Oil Prices and the Prospects for Pipeline Stocks
AGF’s Pulkit Sabharwal discusses the demand and supply dynamics of oil prices.
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.
Taking a Hard Look at the Idea of a Soft Landing
AGF’s CEO and Chief Investment Officer explains why the rally in equity markets has stalled and discusses the possibility of another significant correction taking hold.
