A Mix of Relief and Caution: What a Halt to the Iran War Could Mean for Markets
A two-week ceasefire between the United States and Iran is being met with positive vibes from investors, but caution may be warranted about a “return-to-normal” until a permanent halt to the war can be negotiated once and for all, say members of AGF’s investment management team.
Helium: A Quiet Strategic Input Exposed by the Iran Conflict
While headlines around the escalating conflict involving Iran have focused on oil and liquefied natural gas (LNG), a far less visible — but strategically critical — commodity has moved abruptly into focus: helium.
Are We There Yet? What’s Next for the Iran War and Markets
David Stonehouse, AGF Investments’ interim CIO, provides his analysis on the ongoing war and where opportunities may lie ahead for investors going forward.
Why a Protracted Iran War Could Sprout Higher Food Crop Prices
AGF Investments senior analyst John Kratochwil explains how fertilizer markets are being disrupted by the conflict in the Middle East.
Three Thoughts on the Continuing War in Iran
The U.S. and Israel war against Iran continues to rattle global energy markets after more than three weeks of intense fighting. With no end to the conflict in sight, the possibility of even more volatility in oil and gas prices may lie ahead.