title image Asset Allocation: Japan Receives an Upgrade

Asset Allocation: Japan Receives an Upgrade

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and why Japanese equities look attractive.

title image A Blue Wave: Crashing Down on the Market or Letting it Ride?

A Blue Wave: Crashing Down on the Market or Letting it Ride?

A Blue Wave, or Democratic sweep of the White House and both chambers of Congress, is now the most likely U.S. election outcome facing investors. But as AGF’s CEO and Chief Investment Officer explains, its potential impact on markets is complex and could prompt increased volatility in the weeks and months ahead.

title image The Big Picture: U.S. Elections and the Equity Market

The Big Picture: U.S. Elections and the Equity Market

How stocks perform in relation to presidential cycles may be more coincidence than correlation, but the historical relationship is no less interesting for investors to contemplate as the U.S. election campaign enters the final stretch. Here are a few different takes on how politics and equity markets have coalesced over the years.

title image Making Room for a Few Golden Eggs

Making Room for a Few Golden Eggs

Incorporating gold and gold equities into a diversified basket of real assets can help investors mitigate commodity risk and respond to changing market conditions.

title image Why “Who Wins” Matters to Markets

Why “Who Wins” Matters to Markets

AGF’s CEO and Chief Investment Officer discusses potential U.S. election outcomes.

title image Deglobalization and Emerging Market Opportunities

Deglobalization and Emerging Market Opportunities

As economies regionalize and localize, independent country returns are becoming more uncorrelated with each other.

title image Why Gold Holds Promise for Investors

Why Gold Holds Promise for Investors

AGF analyst John Kratochwil discusses the price of gold and why gold miners are better positioned than in the past.

title image Rethinking the Preference for Preferred Shares

Rethinking the Preference for Preferred Shares

Investors should expect a reduction in the size of Canada’s “pref” market in the coming years.

title image Emerging Market Restructurings: Understanding What’s at Play for Investors

Emerging Market Restructurings: Understanding What’s at Play for Investors

The goal is to seek some upside without expecting miracles – and to limit overexposure should the cycle repeat itself.

title image All Tech’d Out

All Tech’d Out

AGF’s CEO and Chief Investment Officer explains why recent weakness may usher in a period of growing volatility marked by muted returns and minor pullbacks.