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About David Stonehouse

David Stonehouse

David Stonehouse, MBA, CFA®

SVP & Head of North American and Specialty Investments

AGF Investments Inc.

David Stonehouse oversees AGF Investments’ North American and Specialty Investments teams while maintaining direct portfolio management responsibilities for his current mandates.

With nearly three decades of experience managing both fixed income and balanced mandates, David employs a rigorous and disciplined investment process combining a top-down approach to duration and asset allocation with a bottom-up approach to security selection. David is a member of The Office of the CIO – a structure within the Investment Management team at AGF Investments. This leadership structure encourages and further embeds collaboration and active accountability across the Investment Management team and the broader organization.

David received a B.Sc. in Applied Science from Queen’s University, an MBA in Finance and Accounting from McMaster University and is a CFA® charterholder.

Registered as a Portfolio Manager under AGF Investments Inc. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Recent Articles from this contributor
post image Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

  • Investing and Market Views

Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

August 31, 2023

In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.

post image What Would a U.S. Debt Default Mean for Markets and the Economy?

  • Investing and Market Views

What Would a U.S. Debt Default Mean for Markets and the Economy?

May 25, 2023

In part two of a two-part series, AGF’s David Stonehouse discusses the potential economic and capital market impacts if the United States were to default on its debt.

post image Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns

  • Investing and Market Views

Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns

March 9, 2023

Bond yields could be rangebound in 2023 after the substantial backup in 2022.

post image The Most Important Indicator to Watch Right Now? The Two-Year U.S. Treasury Yield

  • Investing and Market Views

The Most Important Indicator to Watch Right Now? The Two-Year U.S. Treasury Yield

October 14, 2022

It’s not a perfect indicator of things to come, but it might be the best one we’ve got.

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