AGF Perspectives Blog

AI in Focus: Banks Benefitting from Widespread AI Buildout

AI in Focus: Banks Benefitting from Widespread AI Buildout

This edition of AI in focus puts banks in the spotlight.

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U.S. Small Caps Producing Big Results in 2026

U.S. Small Caps Producing Big Results in 2026

AGF Investments portfolio manager Vishal Bane explores what’s driving the strong performance of U.S. small-cap stocks this year.

AI in Focus: How Industrials are Laying the Foundation

AI in Focus: How Industrials are Laying the Foundation

This edition of AI in Focus puts industrials in the spotlight.

AI in Focus: Differentiating Narratives from Reality in Non-Bank Financials

AI in Focus: Differentiating Narratives from Reality in Non-Bank Financials

This edition of AI in focus puts non-bank financials in the spotlight.

CapEx Catch 22: Why Investors are Scrutinizing AI Stocks

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.

AI in Focus: Semiconductors Powering Broadening Technological Revolution

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

AI in Focus: Why Some Commodities are Having a Material(s) Impact

This edition of AI in Focus puts materials in the spotlight.