Being Diligent About Dividends
The opportunity to own dividend-paying stocks may never be more attractive than it is now, but it may also never be more precarious amid payout suspensions and cuts.
Fighting Back with Sustainable Bonds
ESG considerations remain top of mind with fixed income investors as they join the battle to combat COVID-19.
Playing the Geopolitical Blame Game
U.S.-China relations are flaring up again. AGF’s CEO and Chief Investment Officer discusses the market implications and what investors can expect if tensions continue to intensify in the coming weeks.
Emerging Market Debt: Finding Opportunities in the Cracks
Valuations look attractive, but country allocation will be key to navigating the post-COVID-19 world.
The Sustainability of Sustainable Investing
The resilient performance of sustainable equities during the current crisis reflects secular trends that are no longer in question.
Alternative Data Takes Centre Stage
AGF’s CEO and Chief Investment Officer discusses the growing importance of alternative data and what to expect from an economy that will be forever changed.
China’s Choppy Road to Recovery
The emerging market powerhouse is back operating close to full economic capacity, but the country faces a decline in demand from Western economies that remain largely in lockdown
The Verdict on Alternatives
Most “alt” investments outperformed broader equity markets during the crisis. Fewer were able to garner positive returns.
Restarting the Economy: Threading a Needle or Jumping the Gun?
Governments around the world are starting to re-open their economies after effectively shutting them down because of the COVID-19 pandemic. AGF’s CEO and Chief Investment Officer discusses the market implications of the restart and what a second wave of the pandemic could mean for investors.
The Power of the P Word and Putting Factor Performance in its Place
Members of the AGFiQ quantitative investing team provide their perspective on the COVID-19 pandemic in the latest crisis roundup from AGF’s investment management team
