
Asset Allocation Q2 2025 – Adjusting to Tariff Uncertainty
Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Ltd., explains the latest changes made by AGF Investments’ Asset Allocation Committee.

Market Quote: More On Tariffs, More on Volatility
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.

Europe Stocks Had Been Riding High, but What’s Next?
No global equity market is safe from the potential fallout of an escalating trade war between the U.S. and the world, but Europe may be worth consideration given its relative outperformance so far this year.

Semiconductor Stocks at a Crossroads
AGF Investments Senior Analyst Grace Huang discusses the pros and cons of investing in semiconductor stocks.

Market Quote: Ongoing Tariff Threats and Transport Stocks
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.