AGF Perspectives Blog

How the Pandemic Could Change the Real Estate Landscape

How the Pandemic Could Change the Real Estate Landscape

The benefits of a dramatic work and lifestyle shift, should it occur, will not be evenly distributed.

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Capitol Insights: Latest Post

What We’re Hearing on Capitol Hill — Disputed Election is a Huge Concern

CONGRESS PROBABLY WON’T LEAVE TOWN on Friday as scheduled, as lawmakers aim for passage of…

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Asset Allocation: Being Tactical in Volatile Times

Asset Allocation: Being Tactical in Volatile Times

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and why short-term portfolio adjustments may be necessary going forward.

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Looking For the Right Time to Get Back Into the Market?

Looking For the Right Time to Get Back Into the Market?

When market volatility occurs, it may be tempting to pull your money out of the market. But that can have a significant impact on your investments.

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Credit Takes the Lead

Credit Takes the Lead

Why corporate bond markets are on the upswing despite prospects of greater defaults and bankruptcies ahead.

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It’s Time Investors Start Paying More Attention to the U.S. Election

It’s Time Investors Start Paying More Attention to the U.S. Election

The 2020 race for the White House and control of the U.S. Congress took a back seat to the pandemic during the first half of the year, but the potential market implications of the election are significant and can no longer be ignored. AGF’s CEO and Chief Investment Officer explains what’s at stake.

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Playing Defense with Growth Stocks (That’s Right, Defense)

Playing Defense with Growth Stocks (That’s Right, Defense)

Growth can now be characterized by its defensive attributes as much as anything else.

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Why the Market Rally Has Lost Steam

Why the Market Rally Has Lost Steam

Equity markets retreated in June after rallying aggressively off March lows the previous two months. AGF’s CEO and Chief Investment Officer discusses the reason for the pullback and why future gains will be hard to come by without clear catalysts on the horizon

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Has the U.S. Dollar Lost its Edge?

Has the U.S. Dollar Lost its Edge?

Reassessing the world’s dominant currency and its role in a diversified global portfolio.

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Under Construction: Why the Case for Listed Infrastructure Continues to Build

Under Construction: Why the Case for Listed Infrastructure Continues to Build

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