AGF Perspectives - Feed https://perspectives.agf.com Insights & Market Perspectives 2026-09-03 14:17:31 hourly 1 https://wordpress.org/?v=7.1 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. AI in Focus: Differentiating Narratives from Reality in Non-Bank Financials 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. CapEx Catch 22: Why Investors are Scrutinizing AI Stocks 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. AI in Focus: Semiconductors Powering Broadening Technological Revolution 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. AI in Focus: Why Some Commodities are Having a Material(s) Impact 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. Why the Price of Gasoline Has Deviated from Crude Oil 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. Asset Allocation Committee’s Q3 2026 Update: A Nod to North America 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. Why AI’s Impact on Inflation Isn’t Straightforward 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.