title image Why Canada’s stock market is red hot this winter

Why Canada’s stock market is red hot this winter

Canada is home to one of the top performing equity markets in the world so far this year….

title image The Big Picture: China loosens up

The Big Picture: China loosens up

Set to expand at its slowest pace in decades, the country has announced and/or introduced no fewer than 52 separate stimulus initiatives since July.

title image EM’s moment: Last year’s headwinds could be this year’s tailwinds

EM’s moment: Last year’s headwinds could be this year’s tailwinds

We believe we may be at an inflection point—the moment in time when the perfect alchemy of underlying forces could propel an EM rebound in 2019.

title image Where are U.S. earnings headed?

Where are U.S. earnings headed?

U.S. earnings season was better than expected but profit growth is likely to slow in 2019. Mike Archibald crunches the numbers and explains the potential market implications.

title image The Q&A: An investor’s guide to U.S. politics and policy

The Q&A: An investor’s guide to U.S. politics and policy

Greg Valliere, AGF’s new chief U.S. political strategist, discusses the current state of U.S. politics and the policies that are having the biggest impact on markets at the moment.

title image The bond bear market at an impasse

The bond bear market at an impasse

Government bond yields have rebounded in January following a year-end decline that pushed them down…

title image The Big Picture: Purchasing Power (less)

The Big Picture: Purchasing Power (less)

The global economy is bending but not quite breaking, according to recent changes in Purchasing Manager Indexes (PMIs) from around the world.

title image The ins and outs of past yield curve inversions and stock performance

The ins and outs of past yield curve inversions and stock performance

An inverted yield curve is usually a bad sign for the economy, but maybe not so much when it comes to stock markets.

title image Oil in 2019: Geopolitics are likely to continue to impact oil this year

Oil in 2019: Geopolitics are likely to continue to impact oil this year

After a rocky ride in 2018—driven by too much supply and geopolitical risks—oil producers are…

title image The Big Picture: The January Effect in full effect

The Big Picture: The January Effect in full effect

Why the S&P 500 Index is well positioned following its best monthly return to start a year since 1987.