Recent Articles from this contributor
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.
The Big Picture: U.S. Elections and the Equity Market
How stocks perform in relation to presidential cycles may be more coincidence than correlation, but the historical relationship is no less interesting for investors to contemplate as the U.S. election campaign enters the final stretch. Here are a few different takes on how politics and equity markets have coalesced over the years.
The Late Summer Reading Guide
The summer of 2020 is almost over, so why not spend what’s left of it reading something new?
Commodities on the Rise and Other Potential Outcomes of a Weaker U.S. Dollar
Members of AGF’s investment team discuss the implications of the falling dollar on various asset classes and sectors of the market.