The Two-Horse AI Race Between China and the U.S.
AGF Investments Senior Analyst Wai Tong explains how China is trying to close the gap on the United States dominant position in artificial intelligence innovation.
The Gold Vector: Price with Direction and Magnitude
The price of gold has experienced a historic rally in 2025, marking one of the most dramatic moves in the…
Bubble Talk: Why Equity Markets Don’t Seem Ready to Burst
David Stonehouse, AGF’s Investments Interim CIO, weighs in on emerging markets, gold and the (un)likelihood of a market crash.
AGF Investments’ Asset Allocation Committee’s Update Q4 2025 – Emerging Markets Get an Upgrade
David Stonehouse, AGF Investments Interim CIO, on the latest quarterly update from the firm’s Asset Allocation Committee (AAC).
Auto Stocks: Two Hands on the Wheel
AGF Investments’ Senior Analyst Henry Kwok explains how auto companies are navigating the new tariff reality.
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.