Sanjay Luthra

Sanjay Luthra, MBA, CFA

Associate Portfolio Manager

AGF Investments Inc.

Sanjay Luthra is an Associate Portfolio Manager responsible for the Telecommunications and Information Technology sectors and is a key member of AGF’s Global Equity team.

Recent Articles from this contributor
post image Banking on Millennials

Banking on Millennials

Millennials crave an experience—even when they’re making a deposit or seeking advice. And that’s not all. They’re disrupting the banking business in new ways and the big players will have to keep a watchful eye on the competitive landscape to keep up. Sanjay Luthra explains.

post image Banking on a tech overhaul

Banking on a tech overhaul

Find out why investment in technology may be a catalyst for more consolidation in the global bank industry.

post image Tech’s Red October: The sell-off in the tech sector has gained momentum. Could strong Q3 earnings turn the tides?

Tech’s Red October: The sell-off in the tech sector has gained momentum. Could strong Q3 earnings turn the tides?

AGF’s Sanjay Luthra gives his perspective on recent volatility in the tech sector, fuelled by…

post image Turkey’s impact on other global markets

Turkey’s impact on other global markets

Turmoil in Turkey has left investors on edge with concerns of contagion to other markets….

post image Finding opportunity amidst moderating growth

Finding opportunity amidst moderating growth

Growth momentum seems to be moderating from high levels, though ongoing capex and productivity should…

post image Discipline is the bridge between goals and accomplishment

Discipline is the bridge between goals and accomplishment

Equity markets returned to ‘normal’, at least for the time being, after volatility through the…

post image Tax reform’s impact on corporate earnings

Tax reform’s impact on corporate earnings

Through November, the S&P 500 has yet to record a negative month this year as…

post image Political developments and a global outlook

Political developments and a global outlook

In the week’s video, Sanjay Luthra provides an update on recent political developments and the…

post image Fire and Fury

Fire and Fury

Sanjay Luthra explains the political bravado behind President Trump’s threats of “fire and fury”. The…