The Ifs, Ands and Buts About Markets
As markets grow more uncertain, now is not the time for investors to grow complacent, says AGF’s CEO and Chief Investment Officer.
The Big Picture: A Brief History of the U.S. Debt Ceiling
A “by the numbers” look at the debt ceiling and what’s at stake for equity markets in the event of a U.S. Treasury default.
Is China Still Investable?
Yes, but it’s a new kind of investable that should demand a different approach from investors in the future.
The Big Picture: Canadian Elections and the Equity Market
Correlation is not causation, but there’s something about connecting the dots between political leaders and…
All About Fall: Why the Coming Season Is Critical for Investors
AGF’s CEO and Chief Investment Officer on the key themes in focus this fall.
Inflation in the Materials Sector
AGF’s John Kratochwil discusses inflation expectations and the pressure of potentially higher prices on the…
Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected
Investors had good reason to be skeptical of “peak inflation” last spring. They might need to adopt an equally skeptical view of “peak transitory” now.
REIT Side Up
Inflation may determine the fortunes of REIT investors going forward, but there is reason to believe the sector will enjoy continued strength after a very strong start to 2021.
Quantitative Investing Gets Sentimental
How AI and natural language processing can help quants factor sentiment into investment decisions.
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