AGF Investments’ Asset Allocation Committee’s Update Q4 2025 – Emerging Markets Get an Upgrade
David Stonehouse, AGF Investments Interim CIO, on the latest quarterly update from the firm’s Asset Allocation Committee (AAC).
Auto Stocks: Two Hands on the Wheel
AGF Investments’ Senior Analyst Henry Kwok explains how auto companies are navigating the new tariff reality.
Why the Fed is Rejoining the Global Monetary Easing Party
AGF Investments’ interim CIO believes the world’s biggest central bank is ready to lower interest rates again, and that some investors may be underestimating the extent of future cuts going forward.
Why Tariffs Are Here to Stay (And What That Could Mean for Investors)
Investors seem more comfortable with the idea of tariffs, but they’re still likely to play a key role in the direction of financial markets as we approach the final stretch of the year, says David Stonehouse, AGF Investments’ interim CIO.
Agentic AI: A Game Changer for Software Stocks
Wyeth Wright, AGF Senior Analyst, explains the potential impact of agentic AI on the software sector.
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.