Recent Articles from this contributor
The Late Summer Reading Guide (Our Third Annual)
AGF”s investment management team is big on facts, but no surprise there. Managing money for a living should demand nothing less in the current age of hyped-up communications and information overload.
Big Picture: A Tale of Two Halves
Equity investors just endured one of the worst first halves to a year since the middle of the past century. Here’s what happened in the second half of the year, when the U.S. equity market piled up first-half losses in the past.
Big Picture: What the “Smart Money” Says About Private Credit
Canadian institutional investors are turning to private credit as one of several potential ways to generate higher fixed income yields, but uptake in the asset class has been circumspect to date and may grow more pronounced in the coming years.
Assessing the Market Impact of Russia’s Invasion of Ukraine
Russia’s decision to invade Ukraine has roiled markets, but will the offensive have a long-standing…
What We’re Reading & Watching This Holiday Season
Continuing a holiday tradition at AGF, we asked members of our leadership team what they are looking forward to reading and watching this holiday season. This year, they included both leisure and business selections.
Can Emerging Market Countries Be Held to the Same ESG Standards That Developed Markets Are?
As ESG goes mainstream, is it possible for emerging market (EM) countries like China, Russia,…
The Big Picture: A Brief History of the U.S. Debt Ceiling
A “by the numbers” look at the debt ceiling and what’s at stake for equity markets in the event of a U.S. Treasury default.
The Big Picture: Canadian Elections and the Equity Market
Correlation is not causation, but there’s something about connecting the dots between political leaders and…
The Late Summer Reading Guide (Our Second Annual)
If anything runs through this year’s list of late summer reads, it may be the idea that actions have consequences. But whether it’s building a bigger nest egg or building a more sustainable world to live in, it is also intimated throughout most of these stories that our future – and how it unfolds – is largely up to us.
Giving Structured Credit Its Due
In conversation with Ryan Dunfield, SAF Group’s Managing Principal and CEO.