title image Big Picture: Growth Vs Value

Big Picture: Growth Vs Value

The performance spread in favour of growth stocks has rarely been larger than it was earlier this summer.

title image Oil Prices and the Prospects for Pipeline Stocks

Oil Prices and the Prospects for Pipeline Stocks

AGF’s Pulkit Sabharwal discusses the demand and supply dynamics of oil prices.

title image Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink

In today’s uncertain environment, a more varied asset allocation framework is an option well worth considering.

title image Taking a Hard Look at the Idea of a Soft Landing

Taking a Hard Look at the Idea of a Soft Landing

AGF’s CEO and Chief Investment Officer explains why the rally in equity markets has stalled and discusses the possibility of another significant correction taking hold.

title image What Investors in Insurance Companies Should Know About Storm Season

What Investors in Insurance Companies Should Know About Storm Season

AGF’s Wyeth Wright explains the attributes he looks for in a P&C insurer.

title image While China Struggles, Other Emerging Markets Shine

While China Struggles, Other Emerging Markets Shine

EM ex-China has delivered robust returns so far this year, and we see reasons why this may continue for some time

title image Asset Allocation Q3 2023 Stuck in Neutral

Asset Allocation Q3 2023 Stuck in Neutral

Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update, and the best potential opportunities in equity markets.

title image Why Decarbonization Impacts Mining Stocks

Why Decarbonization Impacts Mining Stocks

AGF’s John Kratochwil discusses decarbonization and what this means for commodity prices. 

title image Why Investors Should Be Bearish About the New Bull Market

Why Investors Should Be Bearish About the New Bull Market

U.S. equity market performance has begun to broaden out in recent weeks – an encouraging sign, to be sure. But if the current bull run – fuelled by just a few big tech names – is going to survive, continued broadening may be a necessity, says AGF’s CEO and Chief Investment Officer.

title image Anatomy of a Narrow Equity Market

Anatomy of a Narrow Equity Market

Every month (or so), AGF’s quantitative team highlights the investment factors that are helping shape equity markets. Today’s focus is market breadth (or lack thereof) in the current environment.