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.

title image Sustainable Investing: In for the Duration

Sustainable Investing: In for the Duration

AGF’s Vishal Bane explores the recent performance and long term prospects of sustainable investing, including…

title image The Risk and Resilience of Markets

The Risk and Resilience of Markets

Kevin McCreadie, AGFs CEO and Chief Investment Officer discusses the reasons why stocks continue to rally and why future gains may be harder to come by.

title image The Fed and the Rule of Three

The Fed and the Rule of Three

Three important meetings for the Fed; three Fed governor decisions for Biden; three key months for the markets.