AGF Perspectives Blog

How the Canadian Dollar Measures Up

How the Canadian Dollar Measures Up

Current conditions might favour growth-sensitive currencies, but the multitude of factors in play suggests that it makes sense to avoid putting all your “eggs” in one currency basket.

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A Spending Spree, But Then What?

A Spending Spree, But Then What?

It’s easy to marvel at the global economy’s resurgence of late but investor expectations for what lies ahead may be out of line without contemplating the risks associated with such an impressive recovery, says AGF’s CEO and Chief Investment Officer.

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Budget Changes that Could Change Your Budget

Budget Changes that Could Change Your Budget

Personal finance highlights from the 2021 Federal Budget

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Sustainability Matters…

Sustainability Matters…

….and how you invest can make a difference.

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Putting Industrials to Work in Your Portfolio

Putting Industrials to Work in Your Portfolio

Canadian Industrials have underperformed during the recent rebound in cyclical stocks but are well positioned to catch up over the coming months.

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Emerging Markets Take the Lead on Inflation

Emerging Markets Take the Lead on Inflation

EM investors will need to be both diversified and selective to withstand inflationary pressures.

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The Beginning of the End of an Era in Bonds

The Beginning of the End of an Era in Bonds

The groundwork is being laid for the end of this secular bull market in bonds but two main questions remain: Is it over yet, and how long will the transition to a bear market take?

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Understanding Managed Solutions

Understanding Managed Solutions

A managed solution is an investment made up of funds that have been carefully selected…

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Stimulus Sweepstakes

Stimulus Sweepstakes

AGF’s CEO and Chief Investment Officer considers the ongoing impact of unprecedented fiscal policies around the world.

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