title image Market Mood Swings

Market Mood Swings

Rallying equity markets reflect a resounding optimism among investors, but that’s what also makes them unnerving, says AGF’s CEO and Chief Investment Officer.

title image Looking Beyond China – To India – in Emerging Markets

Looking Beyond China – To India – in Emerging Markets

EM investors who seek future upside shouldn’t lose sight of opportunities that lie just outside China’s borders.

title image Why Rising Bond Yields Aren’t Always Bad for Stocks

Why Rising Bond Yields Aren’t Always Bad for Stocks

Fears about equity prices falling as bond yields rise may be overblown based on historical correlations.

title image Everything Is Not Awesome

Everything Is Not Awesome

Equity markets are churning higher, but euphoric investors beware, says AGF’s CEO and Chief Investment Officer. Irrational exuberance has a way of ending badly when left unchecked.

title image An Investor’s Cheat Sheet on the Vaccine

An Investor’s Cheat Sheet on the Vaccine

Regulatory approvals now being announced in several countries around the world are only the next step in ending the pandemic once and for all.

title image Giving Structured Credit Its Due

Giving Structured Credit Its Due

In conversation with Ryan Dunfield, SAF Group’s Managing Principal and CEO.

title image Three Options for De-clawing a Bond Bear

Three Options for De-clawing a Bond Bear

Part three of a three-part series: Why it’s a good time to consider balancing traditional government bond exposures with other income-generating vehicles.

title image Big on Japan

Big on Japan

Japanese stocks have had a strong rebound off the March bottom and backed by a confluence of tailwinds, are poised to push even higher in the weeks ahead.

title image How Bad Could This Cyclical Bear Be?

How Bad Could This Cyclical Bear Be?

Part two of a three-part series: The peak-to-trough portion of the bond cycle has lasted for about 21 months, on average, since the 1980s.

title image Revenge of the Bond Bear

Revenge of the Bond Bear

Part one of a three-part series: Laying out the case for a cyclical bond bear market.