Recent Articles from this contributor
Food For Thought on Consumer Staples Stocks
AGF Investments analyst Abhishek Ashok talks about the nuanced performance of one of the best-known defensive sectors so far this year.
Explaining the Rotation in U.S. Consumer Staples Stocks
AGF Investments Inc. analyst Abhishek Ashok explains the lingering consumer impact of higher inflation.
Investor’s Guide to GLP-1 Drugs: Food for Thought
In part three of a four-part series, analyst Abhishek Ashok looks at the possible impact of GLP-1 drugs on the food industry.
U.S. Consumer Staples Stocks and the Pursuit of Pricing Power
AGF’s Abhishek Ashok talks about the impact of inflation on U.S. consumer staples stocks.
Big Picture: Investors Not on the Defensive, Despite Talk of Recession
Consumer staples, healthcare and utilities sectors have underperformed this year.
Big Picture: Growth Vs Value
The performance spread in favour of growth stocks has rarely been larger than it was earlier this summer.
Anatomy of a Narrow Equity Market
Every month (or so), AGF’s quantitative team highlights the investment factors that are helping shape equity markets. Today’s focus is market breadth (or lack thereof) in the current environment.
Why Last Year’s Stock Market Laggards Are This Year’s Early Winners
Every month (or so), AGF’s quantitative team highlights the investment factors that are helping shape equity markets. Today’s focus is the reversal of fortune in what constitutes momentum stocks.
Yes, Markets Are Oversold. But Investors Still Need to Be Cautious
Every month (or so), AGFiQ highlights the quantitative investment factors that are helping shape equity markets. Today’s focus is oversold conditions and the risk of weakening economic and earnings data.
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.