Why the Fed is Rejoining the Global Monetary Easing Party
AGF Investments’ interim CIO believes the world’s biggest central bank is ready to lower interest rates again, and that some investors may be underestimating the extent of future cuts going forward.
Why Tariffs Are Here to Stay (And What That Could Mean for Investors)
Investors seem more comfortable with the idea of tariffs, but they’re still likely to play a key role in the direction of financial markets as we approach the final stretch of the year, says David Stonehouse, AGF Investments’ interim CIO.
Agentic AI: A Game Changer for Software Stocks
Wyeth Wright, AGF Senior Analyst, explains the potential impact of agentic AI on the software sector.
Asset Allocation Q3 2025 – A Slight Modification
David Stonehouse, Interim Chief Investment Officer at AGF Investments, explains the latest changes made by AGF Investments’ Asset Allocation Committee.
Energy Markets in Tense Geopolitical Times
AGF Investments analyst Pulkit Sabharwal on oil and natural gas markets.
Market Quote: Global Energy Markets on Alert
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
All That Glitters Is Not Gold…Sometimes it’s Platinum?
The metal’s recent rise is primarily due to the evolving landscape of the automotive industry.
Market Quote: The Goods on Consumer Stocks
Market A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team.
With or Without Exception?
Global financial markets have rebounded from deep losses earlier this spring, but the rally remains tenuous until there is more clarity about the potential economic fallout of the U.S. administration’s chaotic trade policy, says Kevin McCreadie, CEO and Chief Investment Officer at AGF Management Limited.
Gold, Copper, Steel: Dissecting the Tariff-Induced Dynamics of Three Commodities
AGF Investments’ senior analyst John Kratochwil on what’s shaping the mining and materials sector so far this year.