Are Technology Stocks Poised for a Reset?
Technology stocks are rallying after a tough first half of the year. AGF analyst Auritro Kundu explains the opportunities and risks that may lie ahead for investors in them.
What is Momentum Telling Investors Right Now?
Every month (or so), AGFiQ highlights the investment factors that are helping shape equity markets. Today’s focus is momentum volatility and what it may or may not be signalling investors.
Three Trends That Will Help Define the Green Transition
Three trends we believe are crucial to the green transformation – and which could present opportunities for sustainability-themed investment strategies.
Why the U.S. Dollar is King for Now
AGF Foreign Exchange Analyst Sherry Xu discusses the U.S. dollar’s value versus other safe haven…
Big Picture: A Tale of Two Halves
Equity investors just endured one of the worst first halves to a year since the…
Asset Allocation: Ready for a Recession
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent…
Why Better Times May Be Ahead For China’s Stock Market
Beijing might finally be recognizing a reality famously expressed by political strategist James Carville 30 years ago: “It’s the economy, stupid.”
Assessing Opportunities in Credit Markets
AGF Associate Portfolio Manager Jean-Sébastien Nadeau on what to look for in corporate bonds given…
The Lessons of Value Investing for Credit Investors
Most investors will be familiar with value as an equity strategy, but perhaps fewer understand how important it can be to achieving successful credit exposures.
Big Picture: What the “Smart Money” Says About Private Credit
Canadian institutional investors are turning to private credit as one of several potential ways to generate higher fixed income yields, but uptake in the asset class has been circumspect to date and may grow more pronounced in the coming years.
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