A Mix of Relief and Caution: What a Halt to the Iran War Could Mean for Markets
A two-week ceasefire between the United States and Iran is being met with positive vibes from investors, but caution may be warranted about a “return-to-normal” until a permanent halt to the war can be negotiated once and for all, say members of AGF’s investment management team.
Helium: A Quiet Strategic Input Exposed by the Iran Conflict
While headlines around the escalating conflict involving Iran have focused on oil and liquefied natural gas (LNG), a far less visible — but strategically critical — commodity has moved abruptly into focus: helium.
Are We There Yet? What’s Next for the Iran War and Markets
David Stonehouse, AGF Investments’ interim CIO, provides his analysis on the ongoing war and where opportunities may lie ahead for investors going forward.
Why a Protracted Iran War Could Sprout Higher Food Crop Prices
AGF Investments senior analyst John Kratochwil explains how fertilizer markets are being disrupted by the conflict in the Middle East.
Three Thoughts on the Continuing War in Iran
The U.S. and Israel war against Iran continues to rattle global energy markets after more than three weeks of intense fighting. With no end to the conflict in sight, the possibility of even more volatility in oil and gas prices may lie ahead.
Dire Straits: The Iran Conflict and Oil Markets
Oil prices are expected to remain volatile for as long as the U.S./Israel war with Iran continues to escalate, but just how high they rise may largely depend on the degree to which energy infrastructure in the Middle East is targeted in attacks going forward and leads to significant disruptions in supply.
Assessing the Potential Market Impact of the U.S/Israel Conflict with Iran
David Stonehouse, AGF Investments’ interim CIO, does not expect a major correction as the result of this latest geopolitical risk, but warns investors to expect a continuation of choppy markets in the near term.
A Job Well Done – A Conversation with Greg Valliere
Greg Valliere, AGF’s Chief U.S. Policy Strategist, is set to retire at the end of February, but his trusted insight into how U.S. politics shapes global markets won’t soon be forgotten. In tribute to an impressive career spanning more than five decades, David Pett, editor of AGF Perspectives, recently sat down with Greg to reflect on a job well done.
The Impact of Advancing AI Innovations on the Alternative Asset Manager Sector
Anthropic, a privately owned artificial intelligence (AI) firm, sent shockwaves through equity markets earlier this month when it released new, industry-specific AI tools and debuted the latest upgrade of its AI model, known as Claude Opus 4.6.
Why the Real Assets Boom Still has Room to Run
Since last April’s “Liberation Day” tariff tantrum, the resilience of real assets, especially commodities, has been nothing short of impressive.