Why Some Market Participants Are Worried About “Zero Day to Expiry” Options Trading
As 0DTEs grow more ubiquitous, the level of risk attached to them continues to grow, too.
What The Collapse of Two U.S. Banks Could Mean for Markets
This doesn’t appear to be another 2008-era financial crisis, but markets will remain volatile for as long as there is uncertainty about the Fed’s next move(s) and the overall state of the economy and banking system, says AGF’s CEO and Chief Investment Officer.
Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns
Bond yields could be rangebound in 2023 after the substantial backup in 2022.
Seeking Balance Following Market Extremes
How a “core and contrarian” dividend strategy can help navigate today’s volatility
Why Last Year’s Stock Market Laggards Are This Year’s Early Winners
Every month (or so), AGF’s quantitative team highlights the investment factors that are helping shape equity markets. Today’s focus is the reversal of fortune in what constitutes momentum stocks.
What China’s Reopening Means for Industrial Metals
AGF’s John Kratochwil talks about the recent rise in commodity prices and whether it can last.
The Fed versus the Market
AGF’s CEO and Chief Investment Officer explains the current relationship between investors and central banks and what it could mean for equity returns going forward.
Why Global Investing Is Back
AGF’s John Christofilos talks about the growing breadth of opportunities available to investors so far this year.
(Un)Conventional Wisdom: Investing in the Energy Transition
Martin Grosskopf discusses the philosophy behind the development of a new AGF strategy that aims to invest in companies committing capital to the transition towards a net-zero carbon future.
The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023
With its 180-degree turn on COVID and other policies, the world’s second largest economy is setting the stage for a broad-based EM rally.