AGF Perspectives - Feed https://perspectives.agf.com Insights & Market Perspectives 2026-10-15 09:17:12 hourly 1 https://wordpress.org/?v=7.1.3 Five Battles to Define Markets in 2026 Q4 https://perspectives.agf.com/five-battles-to-define-markets-in-2026-q4/ Fri, 09 Oct 2026 12:54:33 Investing and Market Views AGF Investments https://perspectives.agf.com/?p=13947

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 https://perspectives.agf.com/artificial-intelligence-having-a-real-impact-on-healthcare/ Thu, 24 Sep 2026 09:05:29 Investing and Market Views Ling Han https://perspectives.agf.com/?p=13926

This edition of AI in Focus puts healthcare in the spotlight. North American Equity Markets Ignoring the Canada-US Trade War https://perspectives.agf.com/north-american-equity-markets-ignoring-the-canada-us-trade-war/ Wed, 23 Sep 2026 16:09:43 Investing and Market Views Mike Archibald https://perspectives.agf.com/?p=13921

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 https://perspectives.agf.com/contemplating-the-impact-of-a-proposed-ai-slowdown-on-north-american-equity-markets/ Mon, 21 Sep 2026 11:20:25 Investing and Market Views Mike Archibald https://perspectives.agf.com/?p=13912

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 https://perspectives.agf.com/assessing-the-potential-economic-impact-of-the-canada-investment-summit/ Fri, 18 Sep 2026 11:54:48 Investing and Market Views Mike Archibald https://perspectives.agf.com/?p=13898

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 https://perspectives.agf.com/ai-in-focus-natural-gas-and-nuclear-energy-to-power-the-future/ Thu, 17 Sep 2026 09:00:44 Investing and Market Views Pulkit Sabharwal https://perspectives.agf.com/?p=13888

This edition of AI in Focus puts energy in the spotlight. AI in Focus: Corporate Debt Creating Opportunities for Credit Investors https://perspectives.agf.com/ai-in-focus-corporate-debt-creating-opportunities-for-credit-investors/ Fri, 11 Sep 2026 14:52:25 Investing and Market Views Ben Baldasaro https://perspectives.agf.com/?p=13875

This edition of AI in Focus puts credit in the spotlight. AI in Focus: Banks Benefitting from Widespread AI Buildout https://perspectives.agf.com/ai-in-focus-banks-benefitting-from-widespread-ai-buildout/ Thu, 03 Sep 2026 10:00:00 Investing and Market Views Marko Kais https://perspectives.agf.com/?p=13855

This edition of AI in focus puts banks in the spotlight. U.S. Small Caps Producing Big Results in 2026 https://perspectives.agf.com/u-s-small-caps-producing-big-results-in-2026/ Thu, 27 Aug 2026 09:44:26 Investing and Market Views Vishal Bané https://perspectives.agf.com/?p=13840

AGF Investments portfolio manager Vishal Bane explores what’s driving the strong performance of U.S. small-cap stocks this year. AI in Focus: How Industrials are Laying the Foundation https://perspectives.agf.com/ai-in-focus-how-industrials-are-laying-the-foundation/ Thu, 27 Aug 2026 09:31:33 Investing and Market Views Renato Monzon https://perspectives.agf.com/?p=13828

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