AGF Perspectives Blog

Sustainable Investing: Can Institutional Investors Have Their Cake and Eat it Too?

Sustainable Investing: Can Institutional Investors Have Their Cake and Eat it Too?

A new study says institutional investors expect to increase their exposure to sustainable investments that include thematic strategies related to specific ESG issues, but not at the expense of portfolio performance.

Capitol Insights: Latest Post

Ten Key Themes as a Chaotic Weekend Looms

Timely insights from inside Washington.

Market Quote: Oil Prices, Dividend Stocks, U.S. Treasuries  

Market Quote: Oil Prices, Dividend Stocks, U.S. Treasuries  

Members of AGF’s Investment Management Team weigh in on the week that was in global financial markets.

Big Picture: Investors Not on the Defensive, Despite Talk of Recession

Big Picture: Investors Not on the Defensive, Despite Talk of Recession

Consumer staples, healthcare and utilities sectors have underperformed this year.

Big Picture: Growth Vs Value

Big Picture: Growth Vs Value

The performance spread in favour of growth stocks has rarely been larger than it was earlier this summer.

Oil Prices and the Prospects for Pipeline Stocks

Oil Prices and the Prospects for Pipeline Stocks

AGF’s Pulkit Sabharwal discusses the demand and supply dynamics of oil prices.

Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.

Taking a Hard Look at the Idea of a Soft Landing

Taking a Hard Look at the Idea of a Soft Landing

AGF’s CEO and Chief Investment Officer explains why the rally in equity markets has stalled and discusses the possibility of another significant correction taking hold.