Recent Articles from this contributor
Asset Allocation Committee’s Q3 2026 Update: A Nod to North America
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.
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.
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.
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.
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.
Assessing the Potential Market Impact of the U.S/Israel Conflict with Iran
David Stonehouse, AGF Investments’ interim CIO, does not expect a major correction as the result of this latest geopolitical risk, but warns investors to expect a continuation of choppy markets in the near term.
Asset Allocation Committee’s Q1 2026 Update: Tweaking Geographic Exposure to Equities
David Stonehouse, interim CIO at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.
Bubble Talk: Why Equity Markets Don’t Seem Ready to Burst
David Stonehouse, AGF’s Investments Interim CIO, weighs in on emerging markets, gold and the (un)likelihood of a market crash.
AGF Investments’ Asset Allocation Committee’s Update Q4 2025 – Emerging Markets Get an Upgrade
David Stonehouse, AGF Investments Interim CIO, on the latest quarterly update from the firm’s Asset Allocation Committee (AAC).
Why the Fed is Rejoining the Global Monetary Easing Party
AGF Investments’ interim CIO believes the world’s biggest central bank is ready to lower interest rates again, and that some investors may be underestimating the extent of future cuts going forward.


