![title image Market Quote: Bank of Canada Cuts Again, U.S. Election Race Stays Tight](https://perspectives.agf.com/wp-content/uploads/market-quote-hero-1920x567-1.jpg)
Market Quote: Bank of Canada Cuts Again, U.S. Election Race Stays Tight
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
![title image Asset Allocation Q3 2024 – Why We Remain Overweight Equities](https://perspectives.agf.com/wp-content/uploads/aac-q3-2024-hero-1920x567-1.jpg)
Asset Allocation Q3 2024 – Why We Remain Overweight Equities
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s decisions as we head into earnings season.
![title image Why Some Investors May Need to Rethink the Reshoring Trend](https://perspectives.agf.com/wp-content/uploads/reshoring-video-wai-tong-hero-1920x567-1.jpg)
Why Some Investors May Need to Rethink the Reshoring Trend
AGF Investments Inc.’s Wai Tong explains the ins and out of the current reshoring trend in global manufacturing.
![title image Market Quote: U.S. Election Grabs Investors, A U.S. Small Cap Index Nabs Big Gains](https://perspectives.agf.com/wp-content/uploads/market-quote-hero-1920x567-1.jpg)
Market Quote: U.S. Election Grabs Investors, A U.S. Small Cap Index Nabs Big Gains
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. Serious Matters…
![title image Market Quote: When Will the Bank of Canada Cut Rates Next?](https://perspectives.agf.com/wp-content/uploads/market-quote-hero-1920x567-1.jpg)
Market Quote: When Will the Bank of Canada Cut Rates Next?
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
![title image Investor’s Guide to GLP-1 Drugs: Is the Appetite for Some Consumer Discretionary Stocks About to Change?](https://perspectives.agf.com/wp-content/uploads/healthy-lifestyle-hero-1920x567-1.jpg)
Investor’s Guide to GLP-1 Drugs: Is the Appetite for Some Consumer Discretionary Stocks About to Change?
In part two of a four-part series, analyst Henry Kwok discusses the potential impact of GLP-1 drugs on segments of the consumer discretionary sector that may benefit from an increased emphasis on health and wellness.
![title image An Investor’s Guide to GLP-1 Drugs: Beyond Biopharma Stocks](https://perspectives.agf.com/wp-content/uploads/medtech-syringes-hp-hero-1920x720-1.jpg)
An Investor’s Guide to GLP-1 Drugs: Beyond Biopharma Stocks
In part one of a series, analyst Ling Han discusses the potential impact of GLP-1 drugs to healthcare stocks not directly involved in the development and manufacture of the medical world’s latest pharmaceutical phenomenon
![title image The Impact of AI on Industrials Stocks](https://perspectives.agf.com/wp-content/uploads/effect-ai-industrials-hero-1920x567-1.jpg)
The Impact of AI on Industrials Stocks
AGF Investments analyst Lazar Naiker explains the link between artificial intelligence and power consumption and what it could mean for investors.
![title image Market Quote: The Narrowness of U.S. Equity Markets, The Broad Strokes of the U.S. Presidential Debate](https://perspectives.agf.com/wp-content/uploads/market-quote-hero-1920x567-1.jpg)
Market Quote: The Narrowness of U.S. Equity Markets, The Broad Strokes of the U.S. Presidential Debate
A mid-week analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
![title image Are Travel Stocks Cruising Again?](https://perspectives.agf.com/wp-content/uploads/cruise-and-hotel-stocks-hero-1920x567-1.jpg)
Are Travel Stocks Cruising Again?
AGF Investments’ Henry Kwok talks about the travel industry’s post-pandemic recovery and why some stocks are performing better than others.