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A Dry Season: Trends and Opportunities in Agriculture
AGF analyst John Kratochwil digs into the agricultural landscape and explains why he believes ag…
Agriculture Stocks and the Looming Global Food Crisis
Fertilizer production and crop-protection companies may continue to benefit from elevated cash flows in the current environment. So might their investors.
Inflation in the Materials Sector
AGF’s John Kratochwil discusses inflation expectations and the pressure of potentially higher prices on the…
Why Gold Holds Promise for Investors
AGF analyst John Kratochwil discusses the price of gold and why gold miners are better positioned than in the past.
Making Sense of Gold in a Time of Crisis
John Kratochwil, AGF equity analyst, talks about the merits of gold as a safe haven and why the spot price is the best indication of market value.
Gold returns as a safe haven asset
Gold has rallied in recent weeks. John Kratochwil explains how geopolitics and the recent rate…
Mining and M&A: What’s driving the trend in 2019?
Geopolitics, shrinking reserves and healthy balance sheets. It’s all adding up to a blockbuster year…
Trade tensions and metal prices: What’s next?
John Kratochwil looks at the impact of U.S.-Chinese trade tensions on metal prices. Officials are…
China, trade and the decline in commodity prices
From the moment talk of trade tariffs began, commodity prices have been in decline, reflecting fears of a negative impact on China’s economy.
Opportunity in Materials through increased electric vehicle usage
The shift towards electric vehicle usage presents a variety of investment opportunities, with the Materials…