CapEx Catch 22: Why Investors are Scrutinizing AI Stocks
AGF Investments portfolio manager Auritro Kundu discusses the changing market perception as it pertains to AI investment.
- Industry and Expert Views
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AI in Focus: Semiconductors Powering Broadening Technological Revolution
This edition of AI in focus puts IT and communication technology in the spotlight.
AI in Focus: Why Some Commodities are Having a Material(s) Impact
This edition of AI in Focus puts materials in the spotlight.
Why the Price of Gasoline Has Deviated from Crude Oil
AGF Investments analyst Pulkit Sabharwal discusses the relationship between the price of crude oil and gasoline at the pump for consumers.
Asset Allocation Committee’s Q3 2026 Update: A Nod to North America
David Stonehouse, Head of North American and Specialty Investments at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.
Why AI’s Impact on Inflation Isn’t Straightforward
AGF Investments’ David Stonehouse explains why artificial intelligence is driving up prices in the short term but may be disinflationary over time.
What Resurgent Inflation Means for Investors
AGF Investments’ Head of North American and Specialty Investments David Stonehouse explains how rising energy prices and geopolitical tensions are driving a more persistent inflation backdrop.
