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The editor's desk — Thu, 09 Apr 2026 08:05:00

U.S. policy and political developments weekly in your inbox

A Mix of Relief and Caution: What a Halt to the Iran War Could Mean for Markets

The editor's desk — Wed, 08 Apr 2026 16:27:49

A two-week ceasefire between the United States and Iran is being met with positive vibes from investors, but caution may be warranted about a “return-to-normal” until a permanent halt to the war can be negotiated once and for all, say members of AGF’s investment management team.

Helium: A Quiet Strategic Input Exposed by the Iran Conflict

John Kratochwil — Mon, 06 Apr 2026 11:40:50

While headlines around the escalating conflict involving Iran have focused on oil and liquefied natural gas (LNG), a far less visible — but strategically critical — commodity has moved abruptly into focus: helium.

Are We There Yet? What’s Next for the Iran War and Markets

David Stonehouse — Mon, 30 Mar 2026 16:02:18

David Stonehouse, AGF Investments’ interim CIO, provides his analysis on the ongoing war and where opportunities may lie ahead for investors going forward.

Why a Protracted Iran War Could Sprout Higher Food Crop Prices

John Kratochwil — Mon, 30 Mar 2026 15:39:00

AGF Investments senior analyst John Kratochwil explains how fertilizer markets are being disrupted by the conflict in the Middle East.

Three Thoughts on the Continuing War in Iran

Pulkit Sabharwal — Mon, 23 Mar 2026 13:29:50

The U.S. and Israel war against Iran continues to rattle global energy markets after more than three weeks of intense fighting. With no end to the conflict in sight, the possibility of even more volatility in oil and gas prices may lie ahead.

Dire Straits: The Iran Conflict and Oil Markets

Pulkit Sabharwal — Wed, 04 Mar 2026 16:05:08

Oil prices are expected to remain volatile for as long as the U.S./Israel war with Iran continues to escalate, but just how high they rise may largely depend on the degree to which energy infrastructure in the Middle East is targeted in attacks going forward and leads to significant disruptions in supply.

Assessing the Potential Market Impact of the U.S/Israel Conflict with Iran

David Stonehouse — Mon, 02 Mar 2026 18:36:53

David Stonehouse, AGF Investments’ interim CIO, does not expect a major correction as the result of this latest geopolitical risk, but warns investors to expect a continuation of choppy markets in the near term.

Farewell

Greg Valliere — Fri, 27 Feb 2026 06:53:07

Timely insights from inside Washington.

Canada Mobilizes

Greg Valliere — Wed, 25 Feb 2026 08:41:43

Timely insights from inside Washington.