title image Making Space for Space Stocks 

Making Space for Space Stocks 

AGF Investment Inc.’s analyst Lazar Naiker explains why space exploration and innovation are of growing interest to investors.

title image Why the Trump Trade May Be More Complicated Than Some Investors Think

Why the Trump Trade May Be More Complicated Than Some Investors Think

AGF’s CEO and Chief Investment Officer, Kevin McCreadie, weighs in on the potential pros and cons of another four years of President-elect Donald Trump in the White House.

title image Market Quote: U.S. Stocks Soar Post-Election, Making Space for More Investment  

Market Quote: U.S. Stocks Soar Post-Election, Making Space for More Investment  

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

title image Market Quote: Trump Wins, Investors React

Market Quote: Trump Wins, Investors React

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

title image Why “Who Wins” Could Matter to Investors

Why “Who Wins” Could Matter to Investors

This year’s presidential race has been framed as an existential battle between two starkly different visions of the United States—one that claims saving democracy as its goal, the other claiming to want to save America. To help make sense of it all, the following series of short takes from AGF Investments Inc. analysts take a deep dive into six market sectors that could be dramatically impacted by the outcome on Nov. 5: consumer staples, U.S. banks, industrials, technology, healthcare and semiconductors. It also includes
an outlook for currency markets under a Trump or Harris administration. In a race that is still too close to call, the details matter—and investors need to be prepared.

title image Market Quote:  The U.S. Election Looms

Market Quote:  The U.S. Election Looms

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

title image Can China’s Real Estate Market Get Back on Track?

Can China’s Real Estate Market Get Back on Track?

AGF Investments Inc. senior analyst John Kratochwil explains how recent government measures in China could spur interest in the country’s…

title image Asset Allocation Q4 2024 – Why We Are Still Overweight U.S. Equities

Asset Allocation Q4 2024 – Why We Are Still Overweight U.S. Equities

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s final quarterly update of 2024.

title image Has the Semiconductor Cycle Peaked? 

Has the Semiconductor Cycle Peaked? 

AGF Investments Inc. analyst Grace Huang explains the potential opportunities and risks of global semiconductor stocks at this stage in the cycle.

title image Market Quote:  U.S Earnings Mostly Beating Expectations, Sustainability Stocks Stabilizing

Market Quote:  U.S Earnings Mostly Beating Expectations, Sustainability Stocks Stabilizing

A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.