Asset Allocation Q2 2025 – Adjusting to Tariff Uncertainty
Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Ltd., explains the latest changes made by AGF Investments’ Asset Allocation Committee.
Market Quote: More On Tariffs, More on Volatility
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Europe Stocks Had Been Riding High, but What’s Next?
No global equity market is safe from the potential fallout of an escalating trade war between the U.S. and the world, but Europe may be worth consideration given its relative outperformance so far this year.
Semiconductor Stocks at a Crossroads
AGF Investments Senior Analyst Grace Huang discusses the pros and cons of investing in semiconductor stocks.
Market Quote: Ongoing Tariff Threats and Transport Stocks
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
Scare Tactics: Navigating Through Market Uncertainty
Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Ltd., discusses the current crisis of confidence impacting global financial…
Market Quote: Next Tariff Deadline Looms Over Equity Markets
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. Levies Weigh…
Market Quote: Bank of Canada, North American Equities
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. The R…
Market Quote: More Tariff Volatility, Confidence Wanes
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. Post-Inauguration Blues…
Why the Only Certainty in Financial Markets Right Now is Uncertainty
For every potential positive the new U.S. administration’s policy agenda may have on the global economy and financial markets, there seems to also be a potential negative for investors to consider, says Kevin McCreadie, CEO and Chief Investment Officer, AGF Management Ltd.