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.
Venezuela, Iran and the Geopolitical Impact on Oil Prices
If there was any doubt that geopolitics would continue to play an outsized role in financial markets this year, mass…
A Quick Take on Canada’s Federal Budget
AGF Investments’ Tom Nakamura gives his initial reaction to the Canada’s new federal budget that will result in a growing deficit next year, but one that is not as large as some expected.
The Two-Horse AI Race Between China and the U.S.
AGF Investments Senior Analyst Wai Tong explains how China is trying to close the gap on the United States dominant position in artificial intelligence innovation.
The Gold Vector: Price with Direction and Magnitude
The price of gold has experienced a historic rally in 2025, marking one of the most dramatic moves in the…
Bubble Talk: Why Equity Markets Don’t Seem Ready to Burst
David Stonehouse, AGF’s Investments Interim CIO, weighs in on emerging markets, gold and the (un)likelihood of a market crash.
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.