title image Why Some Market Participants Are Worried About “Zero Day to Expiry” Options Trading

Why Some Market Participants Are Worried About “Zero Day to Expiry” Options Trading

As 0DTEs grow more ubiquitous, the level of risk attached to them continues to grow, too.

title image What The Collapse of Two U.S. Banks Could Mean for Markets

What The Collapse of Two U.S. Banks Could Mean for Markets

This doesn’t appear to be another 2008-era financial crisis, but markets will remain volatile for as long as there is uncertainty about the Fed’s next move(s) and the overall state of the economy and banking system, says AGF’s CEO and Chief Investment Officer.

title image Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns

Why It’s Too Early to Claim Victory Over Inflation – Or Recession Concerns

Bond yields could be rangebound in 2023 after the substantial backup in 2022.

title image Seeking Balance Following Market Extremes

Seeking Balance Following Market Extremes

How a “core and contrarian” dividend strategy can help navigate today’s volatility

title image Why Last Year’s Stock Market Laggards Are This Year’s Early Winners

Why Last Year’s Stock Market Laggards Are This Year’s Early Winners

Every month (or so), AGF’s quantitative team highlights the investment factors that are helping shape equity markets. Today’s focus is the reversal of fortune in what constitutes momentum stocks.

title image What China’s Reopening Means for Industrial Metals

What China’s Reopening Means for Industrial Metals

AGF’s John Kratochwil talks about the recent rise in commodity prices and whether it can last.

title image The Fed versus the Market

The Fed versus the Market

AGF’s CEO and Chief Investment Officer explains the current relationship between investors and central banks and what it could mean for equity returns going forward.

title image Why Global Investing Is Back

Why Global Investing Is Back

AGF’s John Christofilos talks about the growing breadth of opportunities available to investors so far this year.

title image (Un)Conventional Wisdom: Investing in the Energy Transition

(Un)Conventional Wisdom: Investing in the Energy Transition

Martin Grosskopf discusses the philosophy behind the development of a new AGF strategy that aims to invest in companies committing capital to the transition towards a net-zero carbon future.

title image The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023

The Year of the Bull? What China’s Reopening Might Mean for Emerging Markets in 2023

With its 180-degree turn on COVID and other policies, the world’s second largest economy is setting the stage for a broad-based EM rally.