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.”
Market Quote: Equity Markets End April on Better Footing
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Food For Thought on Consumer Staples Stocks
AGF Investments analyst Abhishek Ashok talks about the nuanced performance of one of the best-known defensive sectors so far this year.
Canada Votes: The Promising Promise of Economic Reform
Despite their differences, the country’s two contending political parties seem to agree that making Canada’s economy more productive and less reliant on its biggest trading partner is a critical priority for the next government, says Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Limited.
Market Quote: Canada Election Special Edition
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Asset Allocation Q2 2025 – Adjusting to Tariff Uncertainty
Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Ltd., explains the latest changes made by AGF Investments’ Asset Allocation Committee.