Asset Allocation Committee’s Update Q4 2026: Optimism for Canadian Equities
David Stonehouse, SVP and Head of North American and Specialty Investments at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.
- Industry and Expert Views
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Five Battles to Define Markets in 2026 Q4
Of the many stories that have defined equity markets through the first three quarters of 2026, none have been more impactful than the continued resilience of corporate earnings in the face of rising inflation, artificial intelligence (AI) upheaval, and geopolitical turmoil.
Artificial Intelligence Having a Real Impact on Healthcare
This edition of AI in Focus puts healthcare in the spotlight.
North American Equity Markets Ignoring the Canada-US Trade War
AGF Investments portfolio manager Mike Archibald unpacks why North American equity markets have largely looked through the trade war between Canada and the United States
Contemplating the Impact of a Proposed AI Slowdown on North American Equity Markets
AGF investments portfolio manager Mike Archibald believes that a slower pace of artificial intelligence (AI) development will likely necessitate more nuance from investors.
Assessing the Potential Economic Impact of the Canada Investment Summit
AGF Investments portfolio manager Mike Archibald highlights how more foreign investment could positively impact Canada’s economy in the medium term.
AI in Focus: Natural Gas and Nuclear Energy to Power the Future
This edition of AI in Focus puts energy in the spotlight.
