title image The Ifs, Ands and Buts About Markets

The Ifs, Ands and Buts About Markets

As markets grow more uncertain, now is not the time for investors to grow complacent, says AGF’s CEO and Chief Investment Officer.

title image The Big Picture: A Brief History of the U.S. Debt Ceiling

The Big Picture: A Brief History of the U.S. Debt Ceiling

A “by the numbers” look at the debt ceiling and what’s at stake for equity markets in the event of a U.S. Treasury default.

title image Is China Still Investable?

Is China Still Investable?

Yes, but it’s a new kind of investable that should demand a different approach from investors in the future.

title image The Big Picture: Canadian Elections and the Equity Market

The Big Picture: Canadian Elections and the Equity Market

Correlation is not causation, but there’s something about connecting the dots between political leaders and…

title image All About Fall: Why the Coming Season Is Critical for Investors

All About Fall: Why the Coming Season Is Critical for Investors

AGF’s CEO and Chief Investment Officer on the key themes in focus this fall.

title image Inflation in the Materials Sector

Inflation in the Materials Sector

AGF’s John Kratochwil discusses inflation expectations and the pressure of potentially higher prices on the…

title image Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected

Is This “Peak Transitory”? Why Inflation Might Be More Persistent Than Expected

Investors had good reason to be skeptical of “peak inflation” last spring. They might need to adopt an equally skeptical view of “peak transitory” now.

title image REIT Side Up

REIT Side Up

Inflation may determine the fortunes of REIT investors going forward, but there is reason to believe the sector will enjoy continued strength after a very strong start to 2021.

title image Why Some Emerging Markets are Leading the Pack and Raising Rates

Why Some Emerging Markets are Leading the Pack and Raising Rates

title image Quantitative Investing Gets Sentimental

Quantitative Investing Gets Sentimental

How AI and natural language processing can help quants factor sentiment into investment decisions.