David Stonehouse

David Stonehouse, MBA, CFA®

Senior Vice-President and 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 Bank of Canada’s Next Move and Its Potential Impact on Canadian Bonds

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

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

post image Running on empty

Running on empty

Why the U.S. Treasury rally of the past nine months may be done for now

post image The bond bear market at an impasse

The bond bear market at an impasse

Government bond yields have rebounded in January following a year-end decline that pushed them down…

post image The mathematics of a growing debt load

The mathematics of a growing debt load

Why borrowing costs can’t climb significantly higher without causing a potential recession.

post image 3 reasons to consider convertible bonds

3 reasons to consider convertible bonds

A well-rounded fixed income portfolio may help mitigate the risk of potentially higher rates.

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

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

The yield curve compares short government bond yields (anywhere from the Fed Funds rate to…

post image Who will be the next Fed Chair?

Who will be the next Fed Chair?

The Trump administration is thought to have narrowed in on a handful of candidates set…