AGF Perspectives Blog

Why the Bear Market Roared Back

Why the Bear Market Roared Back

AGF’s CEO and Chief Investment Officer discusses the latest rout in markets and the possibility that central banks get even more aggressive in their fight against inflation in the coming months.

Read More
Capitol Insights: Latest Post

The Senate Elections — More Controversies Ahead?

Timely insights from inside Washington.

Read More
Europe’s Energy Crisis – Winter is Coming

Europe’s Energy Crisis – Winter is Coming

AGF analyst Lazar Naiker discusses the European energy crisis and the impact to both the industry and individuals as the cold weather approaches.

Read More
Three Takeaways from the Summer Rally in Stocks

Three Takeaways from the Summer Rally in Stocks

Every month (or so), AGFiQ highlights the investment factors that are helping shape equity markets. Today’s focus includes the risk on/risk off nature of the rebound in stocks and what the PMI cycle means for factor performance going forward.

Read More
The Late Summer Reading Guide (Our Third Annual)

The Late Summer Reading Guide (Our Third Annual)

AGF”s investment management team is big on facts, but no surprise there. Managing money for a living should demand nothing less in the current age of hyped-up communications and information overload.

Read More
Why Equity Investors May Have Gotten Ahead of Themselves

Why Equity Investors May Have Gotten Ahead of Themselves

AGF’s CEO and Chief Investment Officer discusses the U.S. Federal Reserve’s hawkish resolve to combat inflation and whether equity markets are pricing in the potential economic fallout from its continued aggressiveness.

Read More
What’s Next for Consumer Discretionary Stocks?

What’s Next for Consumer Discretionary Stocks?

Consumer discretionary stocks have outperformed this summer. AGF analyst Henry Kwok explains why and discusses the opportunities that may lie ahead for investors in the sector

Read More
Are Technology Stocks Poised for a Reset?

Are Technology Stocks Poised for a Reset?

Technology stocks are rallying after a tough first half of the year. AGF analyst Auritro Kundu explains the opportunities and risks that may lie ahead for investors in them.

Read More