https://perspectives.agf.com Insights & Market Perspectives 2026-08-20 10:24:05 hourly 1 https://wordpress.org/?v=7.0.4 https://perspectives.agf.com/ai-in-focus-differentiating-narratives-from-reality-in-non-bank-financials/ Thu, 20 Aug 2026 10:00:00 Investing and Market Views Rasib Bhanji https://perspectives.agf.com/?p=13809

This edition of AI in focus puts non-bank financials in the spotlight. https://perspectives.agf.com/capex-catch-22-why-investors-are-scrutinizing-ai-stocks/ Mon, 17 Aug 2026 08:52:47 Investing and Market Views Auritro Kundu https://perspectives.agf.com/?p=13798

AGF Investments portfolio manager Auritro Kundu discusses the changing market perception as it pertains to AI investment. https://perspectives.agf.com/ai-in-focus-semiconductors-powering-broadening-technological-revolution/ Thu, 13 Aug 2026 10:01:00 Investing and Market Views Grace Huang https://perspectives.agf.com/?p=13780

This edition of AI in focus puts IT and communication technology in the spotlight. https://perspectives.agf.com/ai-in-focus-why-some-commodities-are-having-a-material-impact/ Thu, 06 Aug 2026 10:48:52 Investing and Market Views John Kratochwil https://perspectives.agf.com/?p=13758

This edition of AI in Focus puts materials in the spotlight. https://perspectives.agf.com/why-the-price-of-gasoline-has-deviated-from-crude-oil/ Fri, 31 Jul 2026 10:08:01 Investing and Market Views Pulkit Sabharwal https://perspectives.agf.com/?p=13732

AGF Investments analyst Pulkit Sabharwal discusses the relationship between the price of crude oil and gasoline at the pump for consumers. https://perspectives.agf.com/asset-allocation-committees-q3-2026-update-a-nod-to-north-america/ Mon, 20 Jul 2026 14:36:04 Investing and Market Views David Stonehouse https://perspectives.agf.com/?p=13706

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. https://perspectives.agf.com/why-ais-impact-on-inflation-isnt-straightforward/ Thu, 18 Jun 2026 15:37:51 Investing and Market Views David Stonehouse https://perspectives.agf.com/?p=13666

AGF Investments’ David Stonehouse explains why artificial intelligence is driving up prices in the short term but may be disinflationary over time. https://perspectives.agf.com/what-resurgent-inflation-means-for-investors/ Tue, 26 May 2026 10:15:47 Investing and Market Views David Stonehouse https://perspectives.agf.com/?p=13649

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. https://perspectives.agf.com/what-it-takes-to-create-value-for-investors/ Tue, 12 May 2026 14:54:49 Investing and Market Views John Porter https://perspectives.agf.com/?p=13614

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. https://perspectives.agf.com/asset-allocation-committees-q2-2026-update-boosting-exposure-to-canada/ Wed, 22 Apr 2026 10:39:09 Investing and Market Views David Stonehouse https://perspectives.agf.com/?p=13588

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.