Asset Allocation Q1 2025 – Tempering Our Exposure to Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, details the AGF Asset Allocation Committee’s latest changes.
Market Quote: How the Latest U.S. inflation Figures Moved Markets This Week
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Market Quote: A New Year in Financial Markets Begins
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Tariffs, Reshoring, and Automobiles
AGF Investments’ senior analyst Henry Kwok discusses the impact of potential U.S. tariffs on North American auto imports and the…
Why U.S.-China Relations May Be a Disruption for Industrials Stocks
AGF Investments’ senior analyst Wai Tong explains why a new round of potential tariffs on Chinese imports to the United…
Making Space for Space Stocks
AGF Investment Inc.’s analyst Lazar Naiker explains why space exploration and innovation are of growing interest to investors.
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.
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.
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.
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.
