AGF Perspectives Blog

Why Rangebound Markets May Be Here to Stay This Summer

Why Rangebound Markets May Be Here to Stay This Summer

AGF’s CEO and Chief Investment Officer explains the conditions that are likely needed for stocks to break out of their current trading range.

Capitol Insights: Latest Post

Debt Ceiling Drama Isn’t Quite Over Yet

Timely insights from inside Washington.

What Would a U.S. Debt Default Mean for Markets and the Economy?

What Would a U.S. Debt Default Mean for Markets and the Economy?

In part two of a two-part series, AGF’s David Stonehouse discusses the potential economic and capital market impacts if the United States were to default on its debt.

Could the U.S. Actually Default on Its Debt?

Could the U.S. Actually Default on Its Debt?

In part one of a two-part series, Greg Valliere, AGF’s Chief U.S. Policy Strategist, discusses the politics of getting a debt deal done in the United States.

How Life Insurance Companies May Be Impacted by Their Exposure to Commercial Real Estate

How Life Insurance Companies May Be Impacted by Their Exposure to Commercial Real Estate

AGF’s Wyeth Wright gives his take on life insurance companies and their exposure to commercial real estate.

Why the Fed Isn’t in the Same Hurry to Cut Rates as Investors

Why the Fed Isn’t in the Same Hurry to Cut Rates as Investors

Another bout of heightened market volatility may be ahead if U.S. monetary policy defies market expectations, says AGF’s CEO and Chief Executive Officer.

Asset Allocation Q2 2023 Why Recession Seems Closer at Hand

Asset Allocation Q2 2023 Why Recession Seems Closer at Hand

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update and the effect that deteriorating credit conditions could have on the economy.

What De-Dollarization Could Mean for the Greenback

What De-Dollarization Could Mean for the Greenback

Even if the trend were to accelerate, it’s unlikely to have much impact on the U.S. dollar’s investment value in the foreseeable future.