post image Asset Allocation Q2 2025 – Adjusting to Tariff Uncertainty

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.

post image Market Quote: More On Tariffs, More on Volatility

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.

post image Europe Stocks Had Been Riding High, but What’s Next?

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.

post image Semiconductor Stocks at a Crossroads 

Semiconductor Stocks at a Crossroads 

AGF Investments Senior Analyst Grace Huang discusses the pros and cons of investing in semiconductor stocks.

post image Market Quote: Ongoing Tariff Threats and Transport 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.