AGF Perspectives - Feed

The Fed in Uncharted Territory with New Communication Policy

AGF Investments — Fri, 06 Nov 2026 11:07:00

After years of transparent communication, the US Federal Reserve (Fed) has adopted a more tight-lipped approach under new Chairman Kevin Warsh. The impact of this new style on the market has yet to be determined and might not be for a while.

Asset Allocation Committee’s Update Q4 2026: Optimism for Canadian Equities

David Stonehouse — Tue, 27 Oct 2026 09:17:30

David Stonehouse, SVP and Head of North American and Specialty Investments at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.

Five Battles to Define Markets in 2026 Q4

AGF Investments — Fri, 09 Oct 2026 12:54:33

Of the many stories that have defined equity markets through the first three quarters of 2026, none have been more impactful than the continued resilience of corporate earnings in the face of rising inflation, artificial intelligence (AI) upheaval, and geopolitical turmoil.

Artificial Intelligence Having a Real Impact on Healthcare

Ling Han — Thu, 24 Sep 2026 09:05:29

This edition of AI in Focus puts healthcare in the spotlight.

North American Equity Markets Ignoring the Canada-US Trade War

Mike Archibald — Wed, 23 Sep 2026 16:09:43

AGF Investments portfolio manager Mike Archibald unpacks why North American equity markets have largely looked through the trade war between Canada and the United States

Contemplating the Impact of a Proposed AI Slowdown on North American Equity Markets

Mike Archibald — Mon, 21 Sep 2026 11:20:25

AGF investments portfolio manager Mike Archibald believes that a slower pace of artificial intelligence (AI) development will likely necessitate more nuance from investors.

Assessing the Potential Economic Impact of the Canada Investment Summit

Mike Archibald — Fri, 18 Sep 2026 11:54:48

AGF Investments portfolio manager Mike Archibald highlights how more foreign investment could positively impact Canada’s economy in the medium term.

AI in Focus: Natural Gas and Nuclear Energy to Power the Future

Pulkit Sabharwal — Thu, 17 Sep 2026 09:00:44

This edition of AI in Focus puts energy in the spotlight.

AI in Focus: Corporate Debt Creating Opportunities for Credit Investors

Ben Baldasaro — Fri, 11 Sep 2026 14:52:25

This edition of AI in Focus puts credit in the spotlight.

AI in Focus: Banks Benefitting from Widespread AI Buildout

Marko Kais — Thu, 03 Sep 2026 10:00:00

This edition of AI in focus puts banks in the spotlight.