title image When Value Gets Extreme

When Value Gets Extreme

title image Inflation: From Peak Transitory to Peak Persistent?

Inflation: From Peak Transitory to Peak Persistent?

Higher prices may not be as stubborn as some investors believe.

title image Why High-Beta Stocks May Not Be a Loss During the Next Phase of the Economic Cycle

Why High-Beta Stocks May Not Be a Loss During the Next Phase of the Economic Cycle

Defensive segments of the equity market could benefit from a potential slowdown in economic activity…

title image Why Dividend Growth Is Back

Why Dividend Growth Is Back

Equity investors don’t have much to complain about these days. Since bottoming in March of…

title image Market Redux: Back to the ‘90s, or Is It the ‘70s?

Market Redux: Back to the ‘90s, or Is It the ‘70s?

In the thick of earnings season, AGF’s CEO and Chief Investment Officer surveys the current economic backdrop and considers past decades that may typify market conditions now being faced by investors.

title image What if the Fed Doesn’t Hike?

What if the Fed Doesn’t Hike?

It might be a more plausible outcome than many Fed-watchers seem to believe.

title image Taper? Yes. Tantrum? Probably Not.

Taper? Yes. Tantrum? Probably Not.

title image Are Soaring Energy Prices Here to Stay?

Are Soaring Energy Prices Here to Stay?

AGF’s Dillon Culhane discusses the impact of the global energy crisis and what is driving…

title image The Ifs, Ands and Buts About Markets

The Ifs, Ands and Buts About Markets

As markets grow more uncertain, now is not the time for investors to grow complacent, says AGF’s CEO and Chief Investment Officer.

title image The Big Picture: A Brief History of the U.S. Debt Ceiling

The Big Picture: A Brief History of the U.S. Debt Ceiling

A “by the numbers” look at the debt ceiling and what’s at stake for equity markets in the event of a U.S. Treasury default.