Asset Allocation Q3 2025 – A Slight Modification
David Stonehouse, Interim Chief Investment Officer at AGF Investments, explains the latest changes made by AGF Investments’ Asset Allocation Committee.
Energy Markets in Tense Geopolitical Times
AGF Investments analyst Pulkit Sabharwal on oil and natural gas markets.
Market Quote: Euro Continues to Rise, U.S. Spending Bill Hits Pothole
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. Euro-Only Getting…
Market Quote: Global Energy Markets on Alert
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
All That Glitters Is Not Gold…Sometimes it’s Platinum?
The metal’s recent rise is primarily due to the evolving landscape of the automotive industry.
Market Quote: The Goods on Consumer Stocks
Market A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Market Quote: Can Europe’s Outperformance Last?
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
With or Without Exception?
Global financial markets have rebounded from deep losses earlier this spring, but the rally remains tenuous until there is more clarity about the potential economic fallout of the U.S. administration’s chaotic trade policy, says Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Limited.
Gold, Copper, Steel: Dissecting the Tariff-Induced Dynamics of Three Commodities
AGF Investments’ senior analyst John Kratochwil on what’s shaping the mining and materials sector so far this year.
Take a Bow, Mr. Buffett
“I was inspired by reading his letters, and he has served as a role model ever since.”