Recent Articles from this contributor
Why a Global Approach to Bonds Makes Even More Sense Right Now
Central bank divergence may be a new window of opportunity for fixed income investors that diversify beyond their home markets.
Taper? Yes. Tantrum? Probably Not.
Emerging Markets are generally in better position to withstand a taper tantrum than in 2013.
Why Some Emerging Markets are Leading the Pack and Raising Rates
EM monetary policy might present opportunities to investors willing to broaden their scope.
The Canadian Dollar: As Good as It Gets?
It’s difficult to see the loonie continuing to outpace the greenback, let alone keep up with it, in the near term.
How the Canadian Dollar Measures Up
Current conditions might favour growth-sensitive currencies, but the multitude of factors in play suggests that it makes sense to avoid putting all your “eggs” in one currency basket.
Has the U.S. Dollar Lost its Edge?
Reassessing the world’s dominant currency and its role in a diversified global portfolio.
Making Sense of Volatile Currency Markets
Tom Nakamura, Currency Strategy and Co-Head of AGF’s Fixed Income Team, breaks down FX markets as investors reel from the impact of COVID-19.
Currency wars: What are they good for?
Tom Nakamura, AGF currency strategist and co-head of fixed income, discusses the potential of U.S. intervention in an effort to weaken its currency.
The Fed: No longer accommodative – at least on paper
The U.S. Federal Reserve may have dropped the word “accommodative” on paper, but the central…
Quick Take: Another strong U.S. jobs report
What happened? The November jobs report released this morning showed better than expected increase in…