title image The Canadian Dollar: As Good as It Gets?

The Canadian Dollar: As Good as It Gets?

It’s difficult to see the loonie continuing to outpace the greenback, let alone keep up with it, in the near term.

title image Less Speculation, More Investing

Less Speculation, More Investing

A barbell approach that doesn’t overly discriminate between investment themes and maintains broad diversification across asset classes including alternatives should help investors navigate markets as the economy normalizes after more than a year of what can only be described as abnormal activity, says AGF’s CEO and Chief Investment Officer.

title image A Tale of Two Tapers

A Tale of Two Tapers

Why the U.S. and Canada are on divergent paths toward monetary policy normalization.

title image Semiconductors: The Ultimate AI Arms Dealers

Semiconductors: The Ultimate AI Arms Dealers

Geopolitical tensions, global chip shortages and a focus on reshoring production capabilities all point to an attractive investment opportunity in Semiconductor Equipment manufacturers.

title image Back to Fundamentals

Back to Fundamentals

Following a stellar first quarter earnings season, investors must contend with a growing list of headwinds that threaten to upend equity markets. AGF’s CEO and Chief Investment Officer explains why focusing on companies with “clean” balance sheets and manageable debt loads can be a good way to navigate what lies ahead.

title image Populism’s Impact on Emerging Market Bonds

Populism’s Impact on Emerging Market Bonds

The relationship between politics and economics in Emerging Markets is a tricky one, yet while the risks are real, so are the potential opportunities for fixed income investors.

title image How the Canadian Dollar Measures Up

How the Canadian Dollar Measures Up

Current conditions might favour growth-sensitive currencies, but the multitude of factors in play suggests that it makes sense to avoid putting all your “eggs” in one currency basket.

title image A Spending Spree, But Then What?

A Spending Spree, But Then What?

It’s easy to marvel at the global economy’s resurgence of late but investor expectations for what lies ahead may be out of line without contemplating the risks associated with such an impressive recovery, says AGF’s CEO and Chief Investment Officer.

title image Putting Industrials to Work in Your Portfolio

Putting Industrials to Work in Your Portfolio

Canadian Industrials have underperformed during the recent rebound in cyclical stocks but are well positioned to catch up over the coming months.

title image Emerging Markets Take the Lead on Inflation

Emerging Markets Take the Lead on Inflation

EM investors will need to be both diversified and selective to withstand inflationary pressures.