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.
- Industry and Expert Views
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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.
What it Takes to Create Value for Investors
AGF Perspectives sat down with John Porter, AGF Investments’ new Chief Investment Officer (CIO), to discuss his approach to asset management and why firms that are nimble, collaborative and willing to evolve quickly have a real opportunity to differentiate themselves.
Asset Allocation Committee’s Q2 2026 Update: Boosting Exposure to Canada
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.
A Mix of Relief and Caution: What a Halt to the Iran War Could Mean for Markets
A two-week ceasefire between the United States and Iran is being met with positive vibes from investors, but caution may be warranted about a “return-to-normal” until a permanent halt to the war can be negotiated once and for all, say members of AGF’s investment management team.
Helium: A Quiet Strategic Input Exposed by the Iran Conflict
While headlines around the escalating conflict involving Iran have focused on oil and liquefied natural gas (LNG), a far less visible — but strategically critical — commodity has moved abruptly into focus: helium.
Are We There Yet? What’s Next for the Iran War and Markets
David Stonehouse, AGF Investments’ interim CIO, provides his analysis on the ongoing war and where opportunities may lie ahead for investors going forward.
