Downshifting Equities to Neutral
Kevin McCreadie, AGF’s CEO and Chief Investment Officer, discusses the AGF Asset Allocation Committee’s latest quarterly update and the “return to normal.”
An Alternative(s) Take on the New Year
The important role alternative investments can play in support of a 60/40 portfolio.
Yes, Markets Are Oversold. But Investors Still Need to Be Cautious
Every month (or so), AGFiQ highlights the quantitative investment factors that are helping shape equity markets. Today’s focus is oversold conditions and the risk of weakening economic and earnings data.
Are Investors Through the Worst of It Yet?
Equity markets are rallying again, but more time and more positive data may still be needed to put this year’s bear market behind us for good, says AGF’s CEO and Chief Investment Officer.
A Check Up on Healthcare Stocks: Recent Outperformance and the Impact of the U.S. Inflation Reduction Act
AGF analyst Carmen Tang does a check-up into the healthcare landscape and explains why new legislation could bring about interesting opportunities.
