Recent Articles from this contributor
How the Pandemic Could Change the Real Estate Landscape
The benefits of a dramatic work and lifestyle shift, should it occur, will not be evenly distributed.
Why invest in real assets?
A conversation with Steve Bonnyman, Co-Head of North American Research and Portfolio Manager, AGF Investments Inc.
A harbinger of what’s to come: Consolidation in the energy industry
What does this current wave of acquisitions in the energy industry mean? AGF’s Steve Bonnyman…
Oil in 2019: Geopolitics are likely to continue to impact oil this year
After a rocky ride in 2018—driven by too much supply and geopolitical risks—oil producers are…
Stormy weather: Markets are roiled by the hurricane and the thunder created by the Fed
AGF’s Steve Bonnyman gives his perspective on recent market volatility, driven by trade disputes, a president fighting with the Fed, and how investors should position themselves going forward.
A stormy summer for oil markets
Commodity markets continue to be shaken by trade risks, slowing economies and U.S. dollar strength….
4 facts about stock returns in rising rate environments
Equity markets face a growing risk in rising interest rates, but history shows they can still do well depending on how fast and how high rates climb.
What’s really driving oil prices higher?
The recent run up in oil prices has caught the attention of investors, with WTI…
Why energy stocks have lagged oil prices
Crude oil prices reached three-year highs last week, yet energy equities have failed to keep…
Oil prices are rallying
Oil prices have moved substantially higher in recent months, driven by global demand and a…