Late Cycle Lessons
Investor positioning is critical in an environment of mixed economic data and persistent market volatility.
Everybody’s doing it: Sustainable investing
Commentaries contained herein are provided as a general source of information based on information available…
The Incredible Shrinking U.S. Market
Commentaries contained herein are provided as a general source of information based on information available…
Saudi attacks and the oil market
Dillon Culhane explains the fallout from the attacks on Saudi Arabia’s oil assets.
What’s the Big Deal with Big Data
Stephen Duench explains the evolution of data sets and how they are being incorporated into the investment process.
Why momentum may lose its steam
The momentum factor has been a great trade so far this year. Stephen Duench discusses what’s potentially next for investors.
Currency wars: What are they good for?
Tom Nakamura, AGF currency strategist and co-head of fixed income, discusses the potential of U.S. intervention in an effort to weaken its currency.
Gold returns as a safe haven asset
Gold has rallied in recent weeks. John Kratochwil explains how geopolitics and the recent rate…
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