Recent Articles from this contributor
The Fed in Uncharted Territory with New Communication Policy
After years of transparent communication, the US Federal Reserve (Fed) has adopted a more tight-lipped approach under new Chairman Kevin Warsh. The impact of this new style on the market has yet to be determined and might not be for a while.
Five Battles to Define Markets in 2026 Q4
Of the many stories that have defined equity markets through the first three quarters of 2026, none have been more impactful than the continued resilience of corporate earnings in the face of rising inflation, artificial intelligence (AI) upheaval, and geopolitical turmoil.
A Mix of Relief and Caution: What a Halt to the Iran War Could Mean for Markets
A two-week ceasefire between the United States and Iran is being met with positive vibes from investors, but caution may be warranted about a “return-to-normal” until a permanent halt to the war can be negotiated once and for all, say members of AGF’s investment management team.
A Job Well Done – A Conversation with Greg Valliere
Greg Valliere, AGF’s Chief U.S. Policy Strategist, is set to retire at the end of February, but his trusted insight into how U.S. politics shapes global markets won’t soon be forgotten. In tribute to an impressive career spanning more than five decades, David Pett, editor of AGF Perspectives, recently sat down with Greg to reflect on a job well done.
Market Quote: Euro Continues to Rise, U.S. Spending Bill Hits Pothole
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. Euro-Only Getting…
Market Quote: The Goods on Consumer Stocks
Market A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Market Quote: Can Europe’s Outperformance Last?
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Take a Bow, Mr. Buffett
“I was inspired by reading his letters, and he has served as a role model ever since.”
Market Quote: Equity Markets End April on Better Footing
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.