title image Are Technology Stocks Poised for a Reset?

Are Technology Stocks Poised for a Reset?

Technology stocks are rallying after a tough first half of the year. AGF analyst Auritro Kundu explains the opportunities and risks that may lie ahead for investors in them.

title image What is Momentum Telling Investors Right Now?

What is Momentum Telling Investors Right Now?

Every month (or so), AGFiQ highlights the investment factors that are helping shape equity markets. Today’s focus is momentum volatility and what it may or may not be signalling investors.

title image Three Trends That Will Help Define the Green Transition

Three Trends That Will Help Define the Green Transition

Three trends we believe are crucial to the green transformation – and which could present opportunities for sustainability-themed investment strategies.

title image Why the U.S. Dollar is King for Now

Why the U.S. Dollar is King for Now

AGF Foreign Exchange Analyst Sherry Xu discusses the U.S. dollar’s value versus other safe haven…

title image Big Picture:  A Tale of Two Halves

Big Picture:  A Tale of Two Halves

Equity investors just endured one of the worst first halves to a year since the…

title image Asset Allocation: Ready for a Recession

Asset Allocation: Ready for a Recession

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent…

title image Why Better Times May Be Ahead For China’s Stock Market

Why Better Times May Be Ahead For China’s Stock Market

Beijing might finally be recognizing a reality famously expressed by political strategist James Carville 30 years ago: “It’s the economy, stupid.”

title image Assessing Opportunities in Credit Markets

Assessing Opportunities in Credit Markets

AGF Associate Portfolio Manager Jean-Sébastien Nadeau on what to look for in corporate bonds given…

title image The Lessons of Value Investing for Credit Investors

The Lessons of Value Investing for Credit Investors

Most investors will be familiar with value as an equity strategy, but perhaps fewer understand how important it can be to achieving successful credit exposures.

title image Big Picture: What the “Smart Money” Says About Private Credit

Big Picture: What the “Smart Money” Says About Private Credit

Canadian institutional investors are turning to private credit as one of several potential ways to generate higher fixed income yields, but uptake in the asset class has been circumspect to date and may grow more pronounced in the coming years.