Emerging market debt returns have outpaced most developed market assets over the past decade. Today the EM debt market has grown into a mainstream asset class, boasting far higher credit quality, depth and liquidity relative to a decade ago.

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Richard McGrath, M.Sc, CFA, Portfolio Advisor discusses the case for a value approach to investing in Emerging Markets.

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AGF recently hosted a live webcast with portfolio managers Stephen Way, Tony Genua and David Stonehouse where they provided their insights on the macroeconomic environment and offered their forecasts for the year ahead.

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Stephen Way and Alpha Ba, portfolio managers for AGF Emerging Markets Equity Strategy and AGF Emerging Markets Focused Equity Strategy, discuss their outlook on Emerging Markets (EM) and the impact of the current environment on the portfolio.

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In this piece David Stonehouse, MBA, CFA, Director, Fixed Income and Portfolio Manager discusses what's happened in previous financial crises, and what those episodes may portend for the current cycle.

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In this market insight we discuss performance in the high-yield fixed-income category and if high yield bonds have run their course.

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In this piece Tony Genua, SVP and Portfolio Manager discusses the key factors that drive the emergence of new business leaders in the American economy and the ways in which those same factors will continue to create opportunities for investors in U.S. equities.

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Read the opinion and commentary from Acuity Investment Management Inc.

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In this piece Stephen Way, CFA, SVP and Portfolio Manager discusses some of the new emerging market countries that are demonstrating a new-found resilience in the global economy.

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Gold equities have declined more strongly than bullion

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Read the opinion and commentary from Acuity Investment Management Inc.

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In this piece we examine the supply/demand dynamic within the natural resources sector and why commodities will continue to be an attractive asset class in the years to come.

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Read the opinion and commentary from Acuity Investment Management Inc.

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Read the Acuity Insight about how, over the past few years, the falling price of carbon has called into question the viability of the world’s most established emissions trading market.

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Read the opinion and commentary from Acuity Investment Management Inc.

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This paper discusses the fundamentals driving the stunning performance of emerging markets and the three pillars upon which emerging markets will build their future as global capital market leaders.

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In this Investment Insight we explore how emerging markets continue to be a significant source of growth amidst growing sovereign debt and economic concerns in the developed markets.

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In this article Portfolio Manager Spencer Mellish discusses why new thinking is required in the pursuit of alpha among European equities

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Portfolio Manager Bob Lyon is featured prominently throughout this supplement discussing his current views on the markets and various commodities.

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In this article Portfolio Manager Steve Way examines the new big players in Emerging Markets.

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In this article Portfolio Manager Spencer Mellish discusses why Europe continues to be the dominant story when it comes to investment in the EAFE countries.

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In this roundtable discussion, pension plan sponsors and investment managers share their views on the rapidly changing fixed income landscape.

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Jean Charbonneau, Senior Vice President and Fixed Income Portfolio Manager, discusses the top five reasons why plan sponsors should consider EM debt in their asset allocation decisions.

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In this article Bob Lyon examines the supply/demand dynamic within the natural resource sector and why commodities will continue to be attractive to institutional investors in the coming years.

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This article discusses the investment process of Bob Lyon and his team and how they have achieved top-of-sector results.

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In this article, Bob provides an overview of the supply and demand drivers that influence the price of many commodities. He shares his insight on the exponential demand growth in China and other emerging markets, the supply challenges faced by oil, gold and copper producers and the outlook for the commodities sector going forward.

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Portfolio Manager Marc-André Robitaille discusses his team's transition to AGF Investments, the security selection process for his Funds and his outlook for the Canadian Equity Market.

AGF "Canadian" mutual funds may not available to non-Canadian investors. The Strategies outlined herein are available to institutional investors via institutional programs and services.

Watch Video Length: 3:40

Watch Warren Fenton discuss Acuity's team approach to managing money, the current state of corporate earnings and balance sheets and the headwinds he currently sees in equity markets.

Warren Fenton, B.Comm., CFA
Director, Equities and Portfolio Manager
Acuity Investment Management Ltd.

Watch Video Length: 3:00

Watch Bob Lyon discuss the current macro environment for commodities and his positive outlook going forward. Bob also discusses the issues continuing to put pressure on gold prices, the impact of the slowdown in China on resource demand and where he is seeing investment opportunities today.

Bob Lyon, CFA
Senior Vice-President and Portfolio Manager
AGF Investments Inc.

Watch Video Length: 3:00

Watch Martin Hubbes, Executive Vice-President and CIO, AGF Investments Inc., and Tom Nakamura, Vice-President and Portfolio Manager, AGF Fixed Income team, as they talk about the implications of recent market events.

Martin Hubbes, CFA, MBA
Executive Vice-President, Investments and Chief Investment Officer
AGF Investments Inc.

Watch Video Length: 3:55

Watch Martin Hubbes, Executive Vice-President and CIO, AGF Investments Inc., and Tom Nakamura, Vice-President and Portfolio Manager, AGF Fixed Income team, as they talk about the implications of recent market events.

Tom Nakamura, CFA
Vice-President and Portfolio Manager
AGF Investments Inc.

Watch Video Length: 3:00

Watch Bob Lyon discuss the supply/demand fundamentals within the resource sector and the key drivers that make investing in resource equities a compelling, long-term opportunity for investors.

Bob Lyon, CFA
Senior Vice-President and Portfolio Manager
AGF Investments Inc.

Watch Video Length: 7:09

Watch Hugh McCauley discuss Acuity's outlook for 2011 and 2012, including the macroeconomic issues affecting the markets, supply/demand fundamentals in the resource sector and their favourable outlook for sectors such as Information Technology, transportation and the Canadian banking stocks.

Hugh Mccauley, B.SC. ENG., MBA, CFA
Managing Director and Lead Portfolio Manager
Acuity Investment Management Ltd.

Watch Video Length: 5:50