Emerging Markets Take the Lead on Inflation
EM investors will need to be both diversified and selective to withstand inflationary pressures.
The Beginning of the End of an Era in Bonds
The groundwork is being laid for the end of this secular bull market in bonds but two main questions remain: Is it over yet, and how long will the transition to a bear market take?
Stimulus Sweepstakes
AGF’s CEO and Chief Investment Officer considers the ongoing impact of unprecedented fiscal policies around the world.
In Appreciation: Why Corporate Agility Matters to Investors
A company’s ability to adapt, pivot and reassert its competitive edge in the face of increasingly disruptive market forces is becoming increasingly important – and a differentiating factor in evaluating stocks.
How Much Economic Growth is Too Much for Investors?
The threat of inflation has pushed bond yields higher in recent weeks and put equity markets on alert. But the true risk this poses to stocks remains unclear and will be largely predicated on the words and actions of central bankers over the next few months, says AGF’s CEO and Chief Investment Officer.
Today’s Market Specials: Quality and Value
Why two notable factor anomalies may be setting up a rare opportunity for investors.
Let the EM Debt Restructurings Begin
Investors who can limit early exposure to Emerging Market countries that restructure may be better off in the long run.
The Great Canadian Reflation Trade
Canada’s stock market has been a relative laggard, but prospects of a cyclical upturn in the global economy may put an end to the underperformance.
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.
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