https://www.agf.com/ Insights provide advisors and investors with relevant, thoughtful and timely insights from AGF’s leading financial minds. en-CA Thu, 12 Mar 2026 08:00:20 EDT Notepad webmaster@agf.com (Webmaster) https://www.agf.com/ca/en/insights/outlook/overview.jsp Outlook: As the bull market in capital market assets enters its fourth year, we anticipate favourable returns are in store for investors, although the setup leaves less room for error. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/overview.jsp https://www.agf.com/ca/en/insights/outlook/fixed-income-credit.jsp Outlook: With its combination of financial discipline, transparency, and reliable income characteristics, the asset class is increasingly viewed as a core component of portfolios. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/fixed-income-credit.jsp https://www.agf.com/ca/en/insights/outlook/equities-canada.jsp Outlook: The main drivers of the Canadian equity market—banks, commodity companies, industrials and technology—continue to be well positioned moving forward. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/equities-canada.jsp https://www.agf.com/ca/en/insights/outlook/equities-us.jsp Outlook: Companies with positive earnings revisions, strong free cash flow and exposure to secular growth themes continue to attract capital, while those lacking operational leverage or pricing power are being left behind. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/equities-us.jsp https://www.agf.com/ca/en/insights/outlook/equities-europe.jsp Outlook: Although it is never plain sailing in Europe, there are clear signs of improvement, and it may not be too late for investors to benefit. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/equities-europe.jsp https://www.agf.com/ca/en/insights/outlook/equities-japan.jsp Outlook: The combination of steady macro conditions, improved governance, and industrial renewal supports the case for sustained outperformance relative to many other developed markets. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/equities-japan.jsp https://www.agf.com/ca/en/insights/outlook/equities-emerging-markets.jsp Outlook: Emerging Markets’ (EM) path could remain uneven and country specific, however, the current environment may offer an attractive entry point for investors. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/equities-emerging-markets.jsp https://www.agf.com/ca/en/insights/outlook/fixed-income-government-bonds.jsp Outlook: We believe there are compelling opportunities ahead for fixed income investors despite political and fiscal headlines that may drive short-term volatility. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/fixed-income-government-bonds.jsp https://www.agf.com/ca/en/insights/outlook/fixed-income-currency.jsp Outlook: Supportive fiscal policy is among the catalysts that could benefit currencies in emerging markets and select developed markets. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/fixed-income-currency.jsp https://www.agf.com/ca/en/insights/outlook/specialty-class-dividends.jsp Outlook: We believe alternative sources of yield, including premiums from derivatives, are now essential tools for mining additional equity income in portfolios. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/specialty-class-dividends.jsp https://www.agf.com/ca/en/insights/outlook/specialty-class-sustainability.jsp Outlook: Cleantech equities have broadly rebounded, and there are signs of renewed investor interest. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/specialty-class-sustainability.jsp https://www.agf.com/ca/en/insights/outlook/specialty-class-real-assets.jsp Outlook: Favourable structural trends include deglobalization, geopolitical uncertainty and strategic competition. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/specialty-class-real-assets.jsp https://www.agf.com/ca/en/insights/outlook/specialty-class-alternatives.jsp Outlook: Equity market hedging strategies are one of several tactics that investors should consider if conditions impacting stocks grow more hazardous, says AGF Investments’ head of quantitative investing. Tue, 02 Dec 2025 00:00:00 EST https://www.agf.com/ca/en/insights/outlook/specialty-class-alternatives.jsp https://www.agf.com/ca/en/insights/market-commentaries/articles/article-mid-year-outlook-2025-en.jsp U.S. trade policy is expected to remain the biggest wildcard for navigating financial markets, but there are reasons to be optimistic that global equity markets can continue to set record highs in the second half of the 2025. Here below, members of AGF Investments’ Office of the CIO share their thoughts on what lies ahead for investors as the rest of the year plays out. Fri, 18 Jul 2025 00:00:00 EDT https://www.agf.com/ca/en/insights/market-commentaries/articles/article-mid-year-outlook-2025-en.jsp https://www.agf.com/ca/en/insights/market-commentaries/articles/article-mid-year-outlook-2024-en.jsp Members of AGF Investments’ Office of the CIO (OCIO) recently held their annual mid-year outlook roundtable to discuss the key issues facing investors heading into the back half of the year. Fri, 19 Jul 2024 00:00:00 EDT https://www.agf.com/ca/en/insights/market-commentaries/articles/article-mid-year-outlook-2024-en.jsp