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.
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.
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.
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.
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.
Giving Structured Credit Its Due
In conversation with Ryan Dunfield, SAF Group’s Managing Principal and CEO.
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.
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.
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.
Revenge of the Bond Bear
Part one of a three-part series: Laying out the case for a cyclical bond bear market.
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