AGF Perspectives Blog

Seven Reasons to Keep the Faith in Gold

Seven Reasons to Keep the Faith in Gold

Structural demand from central banks is one of several factors that could determine the path of gold prices going forward.

Capitol Insights: Latest Post

New Trump Controversy

Timely insights from inside Washington.

Asset Allocation Committee’s Q1 2026 Update: Tweaking Geographic Exposure to Equities

Asset Allocation Committee’s Q1 2026 Update: Tweaking Geographic Exposure to Equities

David Stonehouse, interim CIO at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.

What Trump’s Rate Cap Proposal Means for U.S. Banks

What Trump’s Rate Cap Proposal Means for U.S. Banks

AGF Investments Inc. Analyst Marko Kais explains the “uneven” impact to U.S. banks of a potential cap on credit card rates.

What Trump’s Rate Cap Proposal Means for U.S. Credit Card Companies

What Trump’s Rate Cap Proposal Means for U.S. Credit Card Companies

AGF Investments Inc. analyst Rasib Bhanji explains the downside risk of a potential cap on credit card rates and a possible compromise between U.S. President Trump and the credit card companies.

Venezuela, Iran and the Geopolitical Impact on Oil Prices

Venezuela, Iran and the Geopolitical Impact on Oil Prices

If there was any doubt that geopolitics would continue to play an outsized role in financial markets this year, mass…

A Quick Take on Canada’s Federal Budget

A Quick Take on Canada’s Federal Budget

AGF Investments’ Tom Nakamura gives his initial reaction to the Canada’s new federal budget that will result in a growing deficit next year, but one that is not as large as some expected.

The Two-Horse AI Race Between China and the U.S.

The Two-Horse AI Race Between China and the U.S.

AGF Investments Senior Analyst Wai Tong explains how China is trying to close the gap on the United States dominant position in artificial intelligence innovation.