Insights and Market Perspectives
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Steve Bonnyman

Stephen Bonnyman is Head of Equity Research and Portfolio Manager of AGF’s Global Real Asset portfolios. Working closely with the AGF research teams, Steve focuses on identifying companies with advantaged business models, solid balance sheets, favourable cost structures, attractive valuations or unrecognized growth. Steve is a member of the AGF Asset Allocation Committee (AAC), which is comprised of senior portfolio managers who are responsible for various regions and asset classes. The AAC meets regularly to discuss, analyze and assess the macro-economic environment and capital markets in order to determine optimal asset allocation recommendations.

A Place (and Case) for Real Assets in Portfolios

Explaining the benefits of broadly-diversified real assets strategies and some of the key themes expected…

June 19, 2023

Why Real Assets Are at an Inflection Point

The outlook for real assets should present opportunities for strategic investors despite heightened market volatility.

May 26, 2022