AAC Q2 2026 Asset Allocation Committee’s Q2 2026 Update: Boosting Exposure to Canada David Stonehouse, Head of North American and Specialty Investments at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.
Insights 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.
Materials 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.