Every month (or so), AGFiQ highlights the quantitative investment factors that are helping shape equity markets. Today’s focus is oversold conditions and the risk of weakening economic and earnings data.
A Check Up on Healthcare Stocks: Recent Outperformance and the Impact of the U.S. Inflation Reduction Act
AGF analyst Carmen Tang does a check-up into the healthcare landscape and explains why new legislation could bring about interesting opportunities.
Greg Valliere, AGF’s Chief U.S. Policy Strategist, breaks down the potential market and policy implications of the U.S. midterm election results.
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing.
It’s not a perfect indicator of things to come, but it might be the best one we’ve got.