title image An Investor’s Cheat Sheet on the Vaccine

An Investor’s Cheat Sheet on the Vaccine

Regulatory approvals now being announced in several countries around the world are only the next step in ending the pandemic once and for all.

title image Giving Structured Credit Its Due

Giving Structured Credit Its Due

In conversation with Ryan Dunfield, SAF Group’s Managing Principal and CEO.

title image Three Options for De-clawing a Bond Bear

Three Options for De-clawing a Bond Bear

Part three of a three-part series: Why it’s a good time to consider balancing traditional government bond exposures with other income-generating vehicles.

title image Big on Japan

Big on Japan

Japanese stocks have had a strong rebound off the March bottom and backed by a confluence of tailwinds, are poised to push even higher in the weeks ahead.

title image How Bad Could This Cyclical Bear Be?

How Bad Could This Cyclical Bear Be?

Part two of a three-part series: The peak-to-trough portion of the bond cycle has lasted for about 21 months, on average, since the 1980s.

title image Revenge of the Bond Bear

Revenge of the Bond Bear

Part one of a three-part series: Laying out the case for a cyclical bond bear market.

title image Asset Allocation: Staying Bullish on Japan

Asset Allocation: Staying Bullish on Japan

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s recent quarterly rebalancing and why Japanese equities look attractive.

title image A Blue Wave: Crashing Down on the Market or Letting it Ride?

A Blue Wave: Crashing Down on the Market or Letting it Ride?

A Blue Wave, or Democratic sweep of the White House and both chambers of Congress, is now the most likely U.S. election outcome facing investors. But as AGF’s CEO and Chief Investment Officer explains, its potential impact on markets is complex and could prompt increased volatility in the weeks and months ahead.

title image The Big Picture: U.S. Elections and the Equity Market

The Big Picture: U.S. Elections and the Equity Market

How stocks perform in relation to presidential cycles may be more coincidence than correlation, but the historical relationship is no less interesting for investors to contemplate as the U.S. election campaign enters the final stretch. Here are a few different takes on how politics and equity markets have coalesced over the years.

title image Making Room for a Few Golden Eggs

Making Room for a Few Golden Eggs

Incorporating gold and gold equities into a diversified basket of real assets can help investors mitigate commodity risk and respond to changing market conditions.