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.
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.
A Tale of Two Tapers
Why the U.S. and Canada are on divergent paths toward monetary policy normalization.
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.
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.
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.
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.
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.
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.
Emerging Markets Take the Lead on Inflation
EM investors will need to be both diversified and selective to withstand inflationary pressures.
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