title image Emerging Markets Take the Lead on Inflation

Emerging Markets Take the Lead on Inflation

EM investors will need to be both diversified and selective to withstand inflationary pressures.

title image The Beginning of the End of an Era in Bonds

The Beginning of the End of an Era in Bonds

The groundwork is being laid for the end of this secular bull market in bonds but two main questions remain: Is it over yet, and how long will the transition to a bear market take?

title image Stimulus Sweepstakes

Stimulus Sweepstakes

AGF’s CEO and Chief Investment Officer considers the ongoing impact of unprecedented fiscal policies around the world.

title image In Appreciation: Why Corporate Agility Matters to Investors

In Appreciation: Why Corporate Agility Matters to Investors

A company’s ability to adapt, pivot and reassert its competitive edge in the face of increasingly disruptive market forces is becoming increasingly important – and a differentiating factor in evaluating stocks.

title image How Much Economic Growth is Too Much for Investors?

How Much Economic Growth is Too Much for Investors?

The threat of inflation has pushed bond yields higher in recent weeks and put equity markets on alert. But the true risk this poses to stocks remains unclear and will be largely predicated on the words and actions of central bankers over the next few months, says AGF’s CEO and Chief Investment Officer.

title image Today’s Market Specials: Quality and Value

Today’s Market Specials: Quality and Value

Why two notable factor anomalies may be setting up a rare opportunity for investors.

title image Let the EM Debt Restructurings Begin

Let the EM Debt Restructurings Begin

Investors who can limit early exposure to Emerging Market countries that restructure may be better off in the long run.

title image The Great Canadian Reflation Trade

The Great Canadian Reflation Trade

Canada’s stock market has been a relative laggard, but prospects of a cyclical upturn in the global economy may put an end to the underperformance.

title image Market Mood Swings

Market Mood Swings

Rallying equity markets reflect a resounding optimism among investors, but that’s what also makes them unnerving, says AGF’s CEO and Chief Investment Officer.

title image Looking Beyond China – To India – in Emerging Markets

Looking Beyond China – To India – in Emerging Markets

EM investors who seek future upside shouldn’t lose sight of opportunities that lie just outside China’s borders.