AGF Perspectives Blog

Will the Fed and Other Central Banks Get It Right?

Will the Fed and Other Central Banks Get It Right?

Investors should expect market volatility to continue until it is better understood what impact tighter monetary policy will have on inflation and economic growth, says AGF’s CEO and Chief Investment Officer.

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Capitol Insights: Latest Post

The Ongoing Tragedy

Timely insights from inside Washington.

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What Happens to Industrial Stocks When Supply Chain Issues Ease?

What Happens to Industrial Stocks When Supply Chain Issues Ease?

Transport stocks may be in for one of the bigger shake ups

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Why Food Inflation Has an Outsized Impact on Emerging Market Bond Investors

Why Food Inflation Has an Outsized Impact on Emerging Market Bond Investors

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What An Inverted Yield Curve Could Mean This Time Around

What An Inverted Yield Curve Could Mean This Time Around

It may not be the same harbinger of economic decline that it was in the past.

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Why a Global Approach to Bonds Makes Even More Sense Right Now

Why a Global Approach to Bonds Makes Even More Sense Right Now

Central bank divergence may be a new window of opportunity for fixed income investors that diversify beyond their home markets.

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Value Outperforms and Other Extremes Defining Markets So Far This Year

Value Outperforms and Other Extremes Defining Markets So Far This Year

Every month, AGFiQ highlights the investment factors that are helping shape equity markets. Today’s focus is a look back on the first few months of the year and the extreme performance of certain factors and sectors over that time.

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Positioning a Portfolio for More Volatility Ahead

Positioning a Portfolio for More Volatility Ahead

AGF’s CEO and Chief Investment Officer discusses the latest quarterly update by the firm’s Asset Allocation Committee.

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