AGF Perspectives - Feed

Why AI’s Impact on Inflation Isn’t Straightforward

David Stonehouse — Thu, 18 Jun 2026 15:37:51

AGF Investments’ David Stonehouse explains why artificial intelligence is driving up prices in the short term but may be disinflationary over time.

What Resurgent Inflation Means for Investors

David Stonehouse — Tue, 26 May 2026 10:15:47

AGF Investments' Head of North American and Specialty Investments David Stonehouse explains how rising energy prices and geopolitical tensions are driving a more persistent inflation backdrop.

What it Takes to Create Value for Investors

John Porter — Tue, 12 May 2026 14:54:49

AGF Perspectives sat down with John Porter, AGF Investments’ new Chief Investment Officer (CIO), to discuss his approach to asset management and why firms that are nimble, collaborative and willing to evolve quickly have a real opportunity to differentiate themselves.

Asset Allocation Committee’s Q2 2026 Update: Boosting Exposure to Canada

David Stonehouse — Wed, 22 Apr 2026 10:39:09

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

Subscribe to Capitol Signals

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.