AGF Perspectives Blog

Investor’s Guide to GLP-1 Drugs: Is the Appetite for Some Consumer Discretionary Stocks About to Change?

Investor’s Guide to GLP-1 Drugs: Is the Appetite for Some Consumer Discretionary Stocks About to Change?

In part two of a four-part series, analyst Henry Kwok discusses the potential impact of GLP-1 drugs on segments of the consumer discretionary sector that may benefit from an increased emphasis on health and wellness.

Capitol Insights: Latest Post

Good — But Not Good Enough

Timely insights from inside Washington.

Market Quote:  When Will the Bank of Canada Cut Rates Next?

Market Quote:  When Will the Bank of Canada Cut Rates Next?

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

An Investor’s Guide to GLP-1 Drugs: Beyond Biopharma Stocks

An Investor’s Guide to GLP-1 Drugs: Beyond Biopharma Stocks

In part one of a series, analyst Ling Han discusses the potential impact of GLP-1 drugs to healthcare stocks not directly involved in the development and manufacture of the medical world’s latest pharmaceutical phenomenon

The Impact of AI on Industrials Stocks

The Impact of AI on Industrials Stocks

AGF Investments analyst Lazar Naiker explains the link between artificial intelligence and power consumption and what it could mean for investors.

Market Quote:  The Narrowness of U.S. Equity Markets, The Broad Strokes of the U.S. Presidential Debate

Market Quote:  The Narrowness of U.S. Equity Markets, The Broad Strokes of the U.S. Presidential Debate

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

Are Travel Stocks Cruising Again?

Are Travel Stocks Cruising Again?

AGF Investments’ Henry Kwok talks about the travel industry’s post-pandemic recovery and why some stocks are performing better than others. 

Market Quote: Chip Stocks Fuel New Highs and Why Some EM Bonds Are Feeling the Pressure

Market Quote: Chip Stocks Fuel New Highs and Why Some EM Bonds Are Feeling the Pressure

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.