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.
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.
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: Euro Continues to Rise, U.S. Spending Bill Hits Pothole
A weekly analysis of what’s happening in global financial markets from the perspective of AGF’s investment management team. Euro-Only Getting…
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.