Dire Straits: The Iran Conflict and Oil Markets
Oil prices are expected to remain volatile for as long as the U.S./Israel war with Iran continues to escalate, but just how high they rise may largely depend on the degree to which energy infrastructure in the Middle East is targeted in attacks going forward and leads to significant disruptions in supply.
Assessing the Potential Market Impact of the U.S/Israel Conflict with Iran
David Stonehouse, AGF Investments’ interim CIO, does not expect a major correction as the result of this latest geopolitical risk, but warns investors to expect a continuation of choppy markets in the near term.
A Job Well Done – A Conversation with Greg Valliere
Greg Valliere, AGF’s Chief U.S. Policy Strategist, is set to retire at the end of February, but his trusted insight into how U.S. politics shapes global markets won’t soon be forgotten. In tribute to an impressive career spanning more than five decades, David Pett, editor of AGF Perspectives, recently sat down with Greg to reflect on a job well done.
The Impact of Advancing AI Innovations on the Alternative Asset Manager Sector
Anthropic, a privately owned artificial intelligence (AI) firm, sent shockwaves through equity markets earlier this month when it released new, industry-specific AI tools and debuted the latest upgrade of its AI model, known as Claude Opus 4.6.
Why the Real Assets Boom Still has Room to Run
Since last April’s “Liberation Day” tariff tantrum, the resilience of real assets, especially commodities, has been nothing short of impressive.
Understanding Sequence Risk (And Why it Matters to Investors)
Differing rates of return can impact the value of a portfolio over time, but taking steps to reduce the probability and magnitude of major drawdowns through less volatile strategies or by allocating to “hedging’ investments that are uncorrelated to traditional stocks and bonds may help mitigate the risk of return variability.
What Further Advances in AI Mean for Software Stocks
AGF Investments senior analyst Wyeth Wright explains the software fallout from Anthropic’s latest AI advancements.
Seven Reasons to Keep the Faith in Gold
Structural demand from central banks is one of several factors that could determine the path of gold prices going forward.
Asset Allocation Committee’s Q1 2026 Update: Tweaking Geographic Exposure to Equities
David Stonehouse, interim CIO at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.
What Trump’s Rate Cap Proposal Means for U.S. Banks
AGF Investments Inc. Analyst Marko Kais explains the “uneven” impact to U.S. banks of a potential cap on credit card rates.