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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’s 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 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.

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 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.

post image Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes

  • Investing and Market Views

Quantitative Tightening: The Potent but Underappreciated Sister of Interest Rate Hikes

March 15, 2022

An investor’s guide to the U.S. Federal Reserve’s balance sheet reduction plan.

post image Inflation: From Peak Transitory to Peak Persistent?

  • Investing and Market Views

Inflation: From Peak Transitory to Peak Persistent?

January 6, 2022

Higher prices may not be as stubborn as some investors believe.

post image What if the Fed Doesn’t Hike?

  • Investing and Market Views

What if the Fed Doesn’t Hike?

November 3, 2021

It might be a more plausible outcome than many Fed-watchers seem to believe.

post image Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected

  • Investing and Market Views

Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected

September 3, 2021

Investors had good reason to be skeptical of “peak inflation” last spring. They might need to adopt an equally skeptical view of “peak transitory” now.

post image The Fed and the Rule of Three

  • Investing and Market Views

The Fed and the Rule of Three

July 27, 2021

Three important meetings for the Fed; three Fed governor decisions for Biden; three key months for the markets.

Most Popular

  • Investing and Market Views

The Fed and the Rule of Three

July 27, 2021

  • Investing and Market Views

Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected

September 3, 2021

  • Investing and Market Views

What if the Fed Doesn’t Hike?

November 3, 2021

  • Investing and Market Views

Inflation: From Peak Transitory to Peak Persistent?

January 6, 2022

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