AGF Logo
  • Home
  • Industry and Expert Views
  • Investing and Market Views
  • Capitol Insights
  • Français
  • AGF.com
Skip to content
AGF logo
Insights and Market Perspectives
  • Investing and Market Views
  • Capitol Insights
  • Contributors
  • Français
  • Search
Search
Close
Agentic AI: A Game Changer for Software Stocks

  • Investing and Market Views

For Print Only Logo
Insights and Market Perspectives

Agentic AI: A Game Changer for Software Stocks

Author: Wyeth Wright

August 18, 2025

Wyeth Wright, AGF Senior Analyst, explains the potential impact of agentic AI on the software sector.

About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 800,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

For further information, please visit AGF.com.

© 2026 AGF Management Limited. All rights reserved.

Written by

Wyeth Wright

Wyeth Wright, CFA

Senior Analyst

AGF Investments Inc.

More from Wyeth Wright

  • Investing and Market Views

What Further Advances in AI Mean for Software Stocks

February 12, 2026

  • Investing and Market Views

Are Software Stocks Ready to Reboot?

July 30, 2024

Get perspectives straight to your inbox.

Subscribe now

More articles like this

A Mix of Relief and Caution: What a Halt to the Iran War Could Mean for Markets

  • Investing and Market Views

A Mix of Relief and Caution: What a Halt to the Iran War Could Mean for Markets

The editor's desk | April 8, 2026

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

  • Investing and Market Views

Helium: A Quiet Strategic Input Exposed by the Iran Conflict

John Kratochwil | April 6, 2026

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

  • Investing and Market Views

Are We There Yet? What’s Next for the Iran War and Markets

David Stonehouse | March 30, 2026

David Stonehouse, AGF Investments’ interim CIO, provides his analysis on the ongoing war and where opportunities may lie ahead for investors going forward.

AGF Logo
  • Investing and Market Views
  • Capitol Insights

Follow AGF

© 2026 AGF Management Limited. All rights reserved.

  • Terms & Conditions
  • Privacy
  • AGF.com