Expert commentary on news, investing, markets and finance.

Insights provide investors with relevant, thoughtful and timely insights from AGF’s leading financial minds.


Investing Insight

Italian Elections Result in Surge of Populist, Far Right Parties

Italians headed to the polls on Sunday, March 4 for national elections, the first since 2013, together with regional elections in Lombardy and Lazio. Voters elected the new members of the Chamber of Deputies (630 seats) and the Senate (320 seats) under the new electoral law (“Rosatellum”), which implies that two-thirds of seats have been allocated by a pure proportional system and by a “first-past-the-post” majority system.

Equity Insights

9 Facts About the Nine-Year Old Bull Run in U.S. Stocks

The U.S. equity bull market turns nine years old this month and keeps on charging despite recent losses. While future gains may be harder to come by, strong corporate fundamentals and solid economic growth suggest there may be more room to run just yet.

Market Insight

Trump's Tariffs and the Equity Market's Response

On the afternoon of March 1st, U.S. President Donald Trump announced that his administration will impose tariffs on steel and aluminum imports next week. In response, equity markets began selling off on trade worries, with the Dow falling as much as 586 points before finding its legs later in the afternoon.

Market Insight

AGF's Thoughts on the Ongoing Volatility

After years of stubbornly low inflation across global markets, we are suddenly starting to see signs of this ticking higher, triggering a long-awaited selloff and a surge in volatility. As a result, panic has spread amongst investors in fear that financial markets may be overheated. In our view, the selloff has been driven by three compounding factors.

Real Assets Insights

Gold in Today's Volatile Market

Between January 26th and February 9th, a period which spanned ten trading days, both the S&P 500 and the Dow Jones Industrial Average saw a 9% correction. Although gold did not go up the way we expected it to in this market due to a rebound in the U.S. dollar, it did what it was supposed to do – it held its value vs. the equity markets.

AGF Perspectives

AGF Asset Allocation Committee - Q1 Outlook

The AGF Asset Allocation Committee recaps Q4-2017 and provides their Q1-2018 outlook.

Equity Insights

Asian Market Outlook

Sustainable Insights

"Coalchain" - A Love Supreme?

Two of the most rapidly growing themes in today’s global economy are related to electrification of the transportation sector and the application of blockchain technologies. While both have tremendous benefits on which much has been written, it has become very interesting to consider how these two trends might intersect in a world that is combating climate change.