AGF Perspectives Blog

Playing the Geopolitical Blame Game

Playing the Geopolitical Blame Game

U.S.-China relations are flaring up again. AGF’s CEO and Chief Investment Officer discusses the market implications and what investors can expect if tensions continue to intensify in the coming weeks.

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Being Diligent About Dividends

Being Diligent About Dividends

The opportunity to own dividend-paying stocks may never be more attractive than it is now, but it may also never be more precarious amid payout suspensions and cuts.

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What is Volatility?

What is Volatility?

Wondering what volatility means and how it impacts your daily life as well as your portfolio?

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Fighting Back with Sustainable Bonds

Fighting Back with Sustainable Bonds

ESG considerations remain top of mind with fixed income investors as they join the battle to combat COVID-19.

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Emerging Market Debt: Finding Opportunities in the Cracks

Emerging Market Debt: Finding Opportunities in the Cracks

Valuations look attractive, but country allocation will be key to navigating the post-COVID-19 world.

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The Sustainability of Sustainable Investing

The Sustainability of Sustainable Investing

The resilient performance of sustainable equities during the current crisis reflects secular trends that are no longer in question.

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Alternative Data Takes Centre Stage

Alternative Data Takes Centre Stage

AGF’s CEO and Chief Investment Officer discusses the growing importance of alternative data and what to expect from an economy that will be forever changed.

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China’s Choppy Road to Recovery

China’s Choppy Road to Recovery

The emerging market powerhouse is back operating close to full economic capacity, but the country faces a decline in demand from Western economies that remain largely in lockdown

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The Verdict on Alternatives

The Verdict on Alternatives

Most “alt” investments outperformed broader equity markets during the crisis. Fewer were able to garner positive returns.

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