Recent Articles from this contributor
REIT Side Up
Inflation may determine the fortunes of REIT investors going forward, but there is reason to believe the sector will enjoy continued strength after a very strong start to 2021.
Putting Industrials to Work in Your Portfolio
Canadian Industrials have underperformed during the recent rebound in cyclical stocks but are well positioned to catch up over the coming months.
The Great Canadian Reflation Trade
Canada’s stock market has been a relative laggard, but prospects of a cyclical upturn in the global economy may put an end to the underperformance.
A Selloff, a Bounce and a Few Quirks Along the Way
Canada’s equity market has performed unexpectedly at times during the COVID-19 crisis including most recently during the rally off the bottom.
Lights, Camera, Earnings Growth.
AGF’s Mike Archibald offers his take on U.S. earnings season and expectations for earnings growth across North American markets in 2020.
Minority Report: Takeaways from Canada’s Federal Election
Justin Trudeau and the Liberal party won a minority government in Canada’s federal election this week. Here’s three thoughts on how the result may impact financial markets in the days and weeks ahead.
An Investor’s Guide to the Canadian Election
Canadians head to the polls on October 21. What are the potential market implications? AGF’s Mike Archibald offers his take on what is at stake.
Will a rate cut keep the stock market rally alive?
Prior rate-cutting cycles have been positive for U.S. stocks, but the magnitude of past gains has varied in different economic environments.
Why there’s more in store for U.S. earnings
Mike Archibald gives his thoughts on another earnings season and what to expect from profits going forward.
Where are U.S. earnings headed?
U.S. earnings season was better than expected but profit growth is likely to slow in 2019. Mike Archibald crunches the numbers and explains the potential market implications.