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About David Stonehouse

David Stonehouse

David Stonehouse, MBA, CFA®

Senior Vice-President and Head of North American and Specialty Investments

AGF Investments Inc.

David Stonehouse oversees AGF’s North American and Specialty Investments teams while maintaining direct portfolio management responsibilities for his current mandates. With more than two 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 new structure within AGF’s Investment Management team. 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.

Recent Articles from this contributor
post image The Beginning of the End of an Era in Bonds

  • Investing and Market Views

The Beginning of the End of an Era in Bonds

April 6, 2021

The groundwork is being laid for the end of this secular bull market in bonds but two main questions remain: Is it over yet, and how long will the transition to a bear market take?

post image Why Rising Bond Yields Aren’t Always Bad for Stocks

  • Investing and Market Views

Why Rising Bond Yields Aren’t Always Bad for Stocks

February 2, 2021

Fears about equity prices falling as bond yields rise may be overblown based on historical correlations.

post image Three Options for De-clawing a Bond Bear

  • Investing and Market Views

Three Options for De-clawing a Bond Bear

November 26, 2020

Part three of a three-part series: Why it’s a good time to consider balancing traditional government bond exposures with other income-generating vehicles.

post image How Bad Could This Cyclical Bear Be?

  • Investing and Market Views

How Bad Could This Cyclical Bear Be?

November 16, 2020

Part two of a three-part series: The peak-to-trough portion of the bond cycle has lasted for about 21 months, on average, since the 1980s.

post image Revenge of the Bond Bear

  • Investing and Market Views

Revenge of the Bond Bear

November 4, 2020

Part one of a three-part series: Laying out the case for a cyclical bond bear market.

post image Where There’s Smoke: The Risk of a Negative Rate Reality

  • Investing and Market Views

Where There’s Smoke: The Risk of a Negative Rate Reality

June 9, 2020

When it comes to something as once-unthinkable as negative rates, it’s best to be prepared and consider the investment ramifications.

post image How Far Will the Fed Go?

  • Investing and Market Views

How Far Will the Fed Go?

April 20, 2020

The U.S. central bank has plenty of ammunition left in the fight to limit the economic impact of the COVID-19 pandemic.

post image Policymakers and Coronavirus: Why More Stimulus is On the Way

  • Investing and Market Views

Policymakers and Coronavirus: Why More Stimulus is On the Way

March 30, 2020

The economic damage of the COVID-19 pandemic is already apparent; only moving with prompt and overwhelming force will prevent a more severe outcome.

post image Go Longer, Be Safer

  • Investing and Market Views

Go Longer, Be Safer

March 10, 2020

Why having a strategic allocation to long-term government bonds can benefit investors in times of market turmoil.

post image The Bank of Canada’s Next Move and Its Potential Impact on Canadian Bonds

  • Investing and Market Views

The Bank of Canada’s Next Move and Its Potential Impact on Canadian Bonds

November 22, 2019

The Bank of Canada (BoC) has been standing pat on interest rates for more than a year, but that may be set to change.

Most Popular

  • Investing and Market Views

Revenge of the Bond Bear

November 4, 2020

  • Investing and Market Views

Flattening of the U.S. Yield curve – precursor of a looming U.S. recession?

December 20, 2017

  • Investing and Market Views

How Bad Could This Cyclical Bear Be?

November 16, 2020

  • Investing and Market Views

3 reasons to consider convertible bonds

August 3, 2018

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