AGF Perspectives Blog

Investor’s Guide to GLP-1 Drugs: Is the Appetite for Some Consumer Discretionary Stocks About to Change?

Investor’s Guide to GLP-1 Drugs: Is the Appetite for Some Consumer Discretionary Stocks About to Change?

In part two of a four-part series, analyst Henry Kwok discusses the potential impact of GLP-1 drugs on segments of the consumer discretionary sector that may benefit from an increased emphasis on health and wellness.

Capitol Insights: Latest Post

Bizarre Controversy Worries GOP Insiders

Timely insights from inside Washington.

Market Quote: Bank of Canada Cuts Again, U.S. Election Race Stays Tight

Market Quote: Bank of Canada Cuts Again, U.S. Election Race Stays Tight

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

Asset Allocation Q3 2024 – Why We Remain Overweight Equities

Asset Allocation Q3 2024 – Why We Remain Overweight Equities

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s decisions as we head into earnings season.

Why Some Investors May Need to Rethink the Reshoring Trend

Why Some Investors May Need to Rethink the Reshoring Trend

AGF Investments Inc.’s Wai Tong explains the ins and out of the current reshoring trend in global manufacturing.

Market Quote: U.S. Election Grabs Investors, A U.S. Small Cap Index Nabs Big Gains

Market Quote: U.S. Election Grabs Investors, A U.S. Small Cap Index Nabs Big Gains

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. Serious Matters…

Market Quote:  When Will the Bank of Canada Cut Rates Next?

Market Quote:  When Will the Bank of Canada Cut Rates Next?

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

An Investor’s Guide to GLP-1 Drugs: Beyond Biopharma Stocks

An Investor’s Guide to GLP-1 Drugs: Beyond Biopharma Stocks

In part one of a series, analyst Ling Han discusses the potential impact of GLP-1 drugs to healthcare stocks not directly involved in the development and manufacture of the medical world’s latest pharmaceutical phenomenon