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.
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.
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