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.
Giving Structured Credit Its Due
In conversation with Ryan Dunfield, SAF Group’s Managing Principal and CEO.
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.
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.
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.
Revenge of the Bond Bear
Part one of a three-part series: Laying out the case for a cyclical bond bear market.
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.
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.
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.
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.
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