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| Feb 14, 2022 | AGF Management : An Enormous Miscalculation Looms in Ukraine | DELUSIONAL THAT UKRAINIANS WANT to rejoin mother Russia, determined to stop an unlikely NATO surge eastward, Vladimir Putin could soon find himself bogged down in a bloody guerrilla war that will not end quickly. WE HAD THOUGHT that a packa... |
| Feb 11, 2022 | AGF Management : Why Stocks That Fall Together May Not Rise Together | Insights and Market Perspectives Author: Abhishek Ashok February 11, 2022 Every month, AGFiQ highlights the investment factors that are helping shape equity markets. Today's focus is the synchronous underperformance of growth and momentum s... |
| Feb 11, 2022 | AGF Management : Inflation Surge Has Three Major Policy Implications | YESTERDAY'S TERRIBLE INFLATION REPORT has three major policy implications: first, additional spending legislation looks increasingly unlikely; second, state officials are weighing relief for shell-shocked consumers; third, the Federal Reser... |
| Feb 10, 2022 | AGF Management : Investing Your Way Through a Correction | Insights and Market Perspectives Author: Kevin McCreadie February 9, 2022 Actively managing a portfolio of stocks, bonds and "alternatives" should help investors navigate the market's latest bout of heightened volatility and posit... |
| Feb 10, 2022 | AGF Management : Another Threat to the Supply Chain | MASK MANDATES are likely to end by March, as a tidal wave of opposition forces state officials to capitulate. Vaccine mandates are a tougher issue to resolve, as angry truckers threaten to disrupt the already-fragile supply chain. GROUND ZE... |
| Feb 9, 2022 | AGF Management : Republican Rift is Widening; Extreme Heat for Super Bowl | THE DEEPENING RIFT between Republican Senators and the GOP's hard-core right wing has become Washington's biggest political story, jeopardizing what looked like a landslide for Republicans in the November elections. AT THE CENTER OF THIS CO... |
| Feb 9, 2022 | Industrials: Decarbonization | In Part Three of this four-part series, global equity analyst Angela Rhoden discusses the importance of decarbonization in the Industrials sector. Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset ma... |
| Feb 8, 2022 | AGF Management : Establishment Politicians are in Retreat | ESTABLISHMENT POLITICIANS are in retreat, from Ottawa to London to California, as a populist uprising threatens to spin out of control over vaccine and mask mandates that will have to end soon. IRONICALLY, POLITICIANS were about to lift man... |
| Feb 8, 2022 | AGF Management : The Natives Are Restless | ESTABLISHMENT POLITICIANS are in retreat, from Ottawa to London to California, as a populist uprising threatens to spin out of control over vaccine and mask mandates that will have to end soon. IRONICALLY, POLITICIANS were about to lift man... |
| Feb 7, 2022 | AGF Management : Signs That Joe Biden's Terrible Slump May Be Easing | RARELY HAVE WE SEEN A PRESIDENT'S job approval rating fall as dramatically as Joe Biden's plunge after the inept U.S. withdrawal from Afghanistan in late August. After a 20 point drop in six months, there are signs that the beleaguered pres... |
| Feb 3, 2022 | AGF Management : Quick Hits — Sarah Bloom Raskin Faces a Grilling; GOP Divisions on Ukraine; The $30 Trillion U.S. Debt; Sanity in Sacramento | SARAH BLOOM RASKIN's NOMINATION to become the Fed's Vice Chairman in charge of supervision is suddenly in some trouble; her confirmation hearing today could be rather rocky. RASKIN'S ANTIPATHY TOWARD THE FOSSIL FUEL INDUSTRY will be a major... |
| Feb 2, 2022 | AGF Management : Could the Economy Stall? Plus, a Health Scare for Democrats | AMID ALL THE BREATHLESS PREDICTIONS OF RATE HIKES comes this startling possibility: what if economic growth rapidly decelerates - or even stalls - in the first quarter? THE CLOSELY-WATCHED ATLANTA FED forecast is for GDP growth of only 0.1%... |
| Feb 1, 2022 | AGF Management : [email protected] | MOST REPUBLICANS ON CAPITOL HILL will tell you privately that they have an excellent chance of recapturing the House in November, and a good chance of narrowly taking the Senate - except for one factor: Donald Trump could drag them down. TH... |
| Feb 1, 2022 | AGF Management : Donald Trump's Support is Slipping Within the GOP | Insights and Market Perspectives Author: Greg Valliere February 1, 2022 MOST REPUBLICANS ON CAPITOL HILL will tell you privately that they have an excellent chance of recapturing the House in November, and a good chance of narrowly taking t... |
| Jan 31, 2022 | AGF Management : Congress Returns to Unfinished Business on Spending | CONGRESS IS BACK THIS WEEK, facing a very full plate - an expiring budget, a possible resurrection of Build Back Better, a China competition bill, a Russia sanctions measure, and a fight this spring over a Supreme Court nominee. FIRST AND F... |
| Jan 28, 2022 | AGF Management : Thinking About the Unthinkable — A Nuclear Miscalculation | Insights and Market Perspectives Author: 8 January 28, 2022 MILITARY EXPERTS HAVE BEEN RELUCTANT to even whisper about the unthinkable in Ukraine, but there's growing anxiety over a Russian incursion that prompts a miscalculation. Could the... |
| Jan 28, 2022 | Industrials: Electrification | In Part Two of this four-part series, global equity analyst Angela Rhoden discusses the importance of electrification in the Industrials sector. Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset mana... |
| Jan 27, 2022 | AGF Management : Feeling the Pinch of Tighter Monetary Policy | Insights and Market Perspectives Author: Kevin McCreadie January 26, 2022 Does inflation need to be reined in by central banks? Or will it wane on its own as government stimulus begins to fade and economic conditions finally normalize follo... |
| Jan 27, 2022 | AGF Management : Biden Get a Life Preserver; Olympics May Delay Ukraine Conflict | Insights and Market Perspectives Author: 8 January 27, 2022 JOE BIDEN GETS A BREAK: plunging in the polls, facing a huge loss in the fall elections, President Biden caught a break yesterday as Supreme Court Justice Stephen Breyer gave the e... |
| Jan 26, 2022 | AGF Management : Computer Chip Crisis Persists; Nancy Pelosi Is Running Again | Insights and Market Perspectives Author: 8 January 26, 2022 JUST AS GRIDLOCK at U.S. ports is likely to persist until later this year, a similar crisis shows no sign of ending in the computer chip industry, which is crippling U.S. automaker... |
| Jan 25, 2022 | AGF Management : Manchin and Democrats May Revive Spending Bill | Insights and Market Perspectives Author: 8 January 25, 2022 THE BUILD BACK BETTER BILL is still alive, as Congress considers passing chunks of the measure. But with Sen. Joe Manchin proclaiming that debate will have to "start from scra... |
| Jan 25, 2022 | Industrials: Key Themes and Trends | In part one of this series, AGF's Angela Rhoden discusses Automation and Digitization as a key theme in the Industrials sector. Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF ... |
| Jan 24, 2022 | AGF Management : [email protected] | Insights and Market Perspectives Author: 8 January 24, 2022 A FULL-FLEDGED RUSSIAN INVASION of Ukraine still strikes us as unlikely. Conflicts on the border and cyberwarfare are possible as this crisis simmers for months to come - but Vladi... |
| Jan 24, 2022 | AGF Management : The Pushback Against Russia | Insights and Market Perspectives Author: Greg Valliere January 24, 2022 A FULL-FLEDGED RUSSIAN INVASION of Ukraine still strikes us as unlikely. Conflicts on the border and cyberwarfare are possible as this crisis simmers for months to come... |
| Jan 21, 2022 | AGF Management : Crackdown on Big Tech May Stall, but Wall Street Regulation Will Heat Up | Insights and Market Perspectives Author: 8 January 21, 2022 WITH CONGRESS DIVIDED, AS USUAL, supporters of tougher antitrust regulation of Big Tech have low expectations that they can get a bill passed this year. The big action won't come f... |
| Jan 20, 2022 | AGF Management : Biden Press Conference Will Be Remembered for Only One Thing | Insights and Market Perspectives Author: 8 January 20, 2022 JOE BIDEN MADE LOTS OF NEWS last night - especially on his new legislative strategy - but Biden's two-hour press conference will be remembered for his disastrous comments on Russia... |
| Jan 19, 2022 | AGF Management : A Congressional Scandal, in Plain Sight | Insights and Market Perspectives Author: 8 January 19, 2022 MOST OF US WHO WORK in the financial services industry have to comply with strict trading and reporting standards, continuing education, and blackout periods. The industry - and th... |
| Jan 19, 2022 | AGF Management : When Value Gets Extreme | Insights and Market Perspectives Author: Abhishek Ashok January 19, 2022 Growing concerns about central bank tightening caused an extreme rotation in equity markets over the first few weeks of the new year. Namely, value stocks were bid up ... |
| Jan 18, 2022 | AGF Management : Supply Chain Gloom; Democrats Look for Re-Set; Ukraine and NATO; Outlook for Fed Nominees | Insights and Market Perspectives Author: 8 January 18, 2022 HOPES FOR A SIGNIFICANT IMPROVEMENT in the supply chain gridlock have faded in recent days. Two negatives persist - a lockdown in China and a lack of workers in the U.S. - and here... |
| Jan 13, 2022 | AGF Management : Blame Game on Inflation Grips Washington; Spending Loses Support | Insights and Market Perspectives Author: 8 January 13, 2022 THE BLAME GAME: One of Washington's least attractive habits is to find a scapegoat when things go wrong. The finger-pointing is in overdrive as inflation rages, and the most likely... |
| Jan 12, 2022 | AGF Management : Anti-Trump Rebellion Gains Momentum | Insights and Market Perspectives Author: 8 January 12, 2022 AN OBSCURE SOUTH DAKOTA SENATOR has generated a firestorm within the Republican Party, as a chorus rises that it's time to move on - Donald Trump lost in 2020, there was no signifi... |
| Jan 11, 2022 | AGF Management : The Democrats Have a Messaging Problem | Insights and Market Perspectives Author: 8 January 11, 2022 THE AMERICAN PUBLIC is nervous about inflation and confused by mixed signals from Washington on Covid - yet the tone-deaf Democrats are determined to plunge into a debate this week... |
| Jan 10, 2022 | AGF Management : Why Russia May Blink; More Covid Spending; China Tech Woes; Full Employment | Insights and Market Perspectives Author: 8 January 10, 2022 WE'RE FACING AN UNUSUALLY FULL WEEK of economic and geopolitical developments, so let's jump right in - WHY RUSSIA WILL BLINK: As tension grows over eastern Ukraine, we offer four ... |
| Jan 7, 2022 | AGF Management : What Joe Manchin Wants | Insights and Market Perspectives Author: 8 January 7, 2022 WE TALKED WITH A SOURCE close to West Virginia Sen. Joe Manchin yesterday, and came away believing a scaled-back Build Back Better bill can pass by spring. WHY THE OPTIMISM? Manchin... |
| Jan 6, 2022 | Inflation: From Peak Transitory to Peak Persistent? | Insights and Market Perspectives Author: David Stonehouse January 6, 2022 By now, last August probably feels like a hundred years ago. Summer remained in full swing. Kids were getting ready to go back to school. Economies around the world w... |
| Jan 6, 2022 | AGF Management : Fiscal Policy Comes Back Into the Picture; The Shame of January 6 | Insights and Market Perspectives Author: 8 January 6, 2022 WHEN IN DOUBT, SPEND MORE MONEY: Even though the omicron variant may peak later this month - and is far less lethal than the delta virus - Congress is considering another injection ... |
| Jan 5, 2022 | AGF Management : Biden Polls Plummet; Cautious Optimism From London on Omicron | Insights and Market Perspectives Author: 8 January 5, 2022 IT'S TEMPTING TO PREDICT that President Biden's long slump - which began with the Afghan withdrawal in August - is about to end, as the economy grows and Covid subsides by the end o... |
| Jan 5, 2022 | AGF Management : Why High-Beta Stocks May Not Be a Loss During the Next Phase of the Economic Cycle | Insights and Market Perspectives Author: Abhishek Ashok January 5, 2022 Defensive segments of the equity market could benefit from a potential slowdown in economic activity next year, but, in this environment, investors shouldn't entirely d... |
| Jan 4, 2022 | AGF Management : The Big Difference Between This Year and Last Year | Insights and Market Perspectives Author: 8 January 4, 2022 THE NEW YEAR BEGINS with many of last year's major themes intact - Joe Biden's poll numbers are in the doldrums, Covid is still a concern but less lethal, Congress remains dysfuncti... |
| Dec 22, 2021 | AGF Management : Our Top Twelve Washington Predictions for 2022 | Insights and Market Perspectives Author: 8 December 22, 2021 Our Top Twelve Predictions for 2022 December 22, 2021 LET'S HAVE SOME FUN: We'll end for this year with our Top Dozen Washington predictions for 2022, a year that has the potentia... |
| Dec 21, 2021 | AGF Management : Portions of Biden Bill Could Pass in 2022; House GOP Takeover of House Looks More Likely After Key Resignations | Insights and Market Perspectives Author: 8 December 21, 2021 Portions of Biden Bill Could Still Pass - in 2022; GOP House Takeover Looks Likely After More Resignations December 21, 2021 A DIFFERENT APPROACH: It never seemed likely that a ma... |
| Dec 20, 2021 | AGF Management : What Can Washington Do as a New Covid Crisis Explodes? | Insights and Market Perspectives Author: 8 December 20, 2021 What Can Washington Do as a New Covid Crisis Explodes? December 20, 2021 THE FOCUS ON JOE MANCHIN and what he might accept next year has been eclipsed in the past 48 hours by a mu... |
| Dec 17, 2021 | AGF Management : [email protected] | Insights and Market Perspectives Author: 8 December 17, 2021 Morning Bullets: Time for Congress to Go Home; Student Loan Payments Set to Resume Time for Congress to Go Home; Student Loan Payments Set to Resume December 17, 2021 ANY FLICKER ... |
| Dec 17, 2021 | AGF Management : Time for Congress to Go Home; Student Loan Payments Set to Resume | Insights and Market Perspectives Author: Greg Valliere December 17, 2021 Time for Congress to Go Home; Student Loan Payments Set to Resume December 17, 2021 ANY FLICKER OF HOPE for the Build Back Better bill was extinguished yesterday, as P... |
| Dec 16, 2021 | AGF Management : What We're Reading & Watching This Holiday Season | Insights and Market Perspectives Author: The editor's desk December 16, 2021 Continuing a holiday tradition at AGF, we asked members of our leadership team what they are looking forward to reading and watching this holiday season. This year... |
| Dec 16, 2021 | AGF Management : Christmas Grinch Alert — There's Nothing Under the Tree | Insights and Market Perspectives Author: 8 December 16, 2021 Christmas Grinch Alert - There's Nothing Under the Tree December 16, 2021 BAH HUMBUG !! Democrats hit the wall yesterday, conceding that their $2 trillion-plus social spending bil... |
| Dec 15, 2021 | AGF Management : The Pendulum Shifts on Washington Stimulus | Insights and Market Perspectives Author: 8 December 15, 2021 The Pendulum Shifts on Washington Stimulus December 15, 2021 WASHINGTON HAS OVER-DONE THE STIMULUS: The most important Fed meeting in years - and the gridlock on Capitol Hill over... |
| Dec 14, 2021 | AGF Management : GOP Takeover of the House is Likely — Could the Senate Fall as Well? | Insights and Market Perspectives Author: 8 December 14, 2021 GOP Takeover of the House is Likely - Could the Senate Fall as Well? December 14, 2021 DEMOCRATS WE'VE TALKED WITH recently concede that the House is likely to fall to the GOP nex... |
| Dec 13, 2021 | AGF Management : Crunch Time for Biden's BBB Bill; U.S.-Canadian Trade War? | Insights and Market Perspectives Author: 8 December 13, 2021 Crunch Time For Biden's BBB Bill; U.S.-Canada Trade War? December 13, 2021 RUNNING OUT OF TIME: It will take a Christmas Eve miracle to win passage of President Biden's Build Back... |
| Dec 10, 2021 | AGF Management : Pentagon Officials Are Stunned by Chinese Hypersonic Missiles | Insights and Market Perspectives Author: 8 December 10, 2021 Pentagon Officials Are Stunned by Chinese Supersonic Missiles December 10, 2021 THE GEOPOLITICAL FOCUS IS NOW on Russia's threat to Ukraine and Iran's funding of surrogates who ar... |
| Dec 9, 2021 | AGF Management : The Failure of the Progressive Agenda | Insights and Market Perspectives Author: 8 December 9, 2021 The Failure of the Progressive Agenda December 9, 2021 THERE'S BEEN SO MUCH MAJOR NEWS coming out of Washington lately that a significant development was largely overlooked earlier... |
| Dec 8, 2021 | AGF Management : The Logjam is Breaking — Debt Ceiling Deal is Near; The Ukrainian Stalemate | Insights and Market Perspectives Author: 8 December 8, 2021 The Logjam is Breaking - Debt Ceiling Deal is Near; The Ukrainian Stalemate December 8, 2021 CONFRONTING THE POSSIBILITY OF SPENDING CHRISTMAS EVE in Washington, Congress finally p... |
| Dec 7, 2021 | AGF Management : High Stakes as Biden and Putin Talk; Threat of War is Greatly Exaggerated | Insights and Market Perspectives Author: 8 December 7, 2021 High Stakes Today as Biden and Putin Talk; Threat of War is Greatly Exaggerated December 7, 2021 STILL ANOTHER CRISIS: The U.S. and China are at odds over the Olympics, the Iranian... |
| Dec 6, 2021 | AGF Management : Congress Struggles as Time Runs Out | Insights and Market Perspectives Author: 8 December 6, 2021 Congress Struggles as Time Runs Out December 6, 2021 WHAT A PERVERSE IRONY: As Washington reflects on the epic Senate career of Bob Dole, Congress is mired in dysfunction, unable t... |
| Dec 3, 2021 | AGF Management : Learning to Live With the Variants | Insights and Market Perspectives Author: 8 December 3, 2021 Learning to Live With the Variants December 3, 2021 IT'S UNCLEAR WHETHER THE OMICRON VARIANT will spiral out of control; studies are due by the end of next week. In the meantime, t... |
| Dec 2, 2021 | AGF Management : Do the Republicans Have a Death Wish? | Insights and Market Perspectives Author: 8 December 2, 2021 Do the Republicans Have a Death Wish? December 2, 2021 HEADED FOR AN EASY TAKEOVER OF THE HOUSE next fall, as still another prominent Democrat announces his retirement, Republicans... |
| Dec 1, 2021 | AGF Management : Welcome to Dysfunctional December | Insights and Market Perspectives Author: 8 December 1, 2021 Welcome to Dysfunctional December December 1, 2021 NOTHING HIGHLIGHTS the ineptitude in Washington like the month of December, as lawmakers frantically attempt to compensate for a ... |
| Nov 30, 2021 | AGF Management : U.S.-China Relations Still in Deep Freeze; New Controversy Looms | Insights and Market Perspectives Author: 8 November 30, 2021 U.S.-China Relations Still in Deep Freeze; New Controversy Looms November 30, 2021 OBSCURED BY THE DIN over the Omicron variant and U.S. fiscal dysfunction is a growing dispute be... |
| Nov 29, 2021 | AGF Management : The Covid Variant and Policy Paralysis May Slow the Fed's Tightening Path | Insights and Market Perspectives Author: Greg Valliere November 29, 2021 THE SIMPLE TRUTH this morning is that no one is sure what the Omicron variant will do, and no answers from scientists are likely for another two weeks. Thrice-vaccinat... |
| Nov 24, 2021 | AGF Management : Can Emerging Market Countries Be Held to the Same ESG Standards That Developed Markets Are? | Insights and Market Perspectives Author: The editor's desk November 24, 2021 As ESG goes mainstream, is it possible for emerging market (EM) countries like China, Russia, India, (countries with well-established dependence on fossil fuels) t... |
| Nov 24, 2021 | AGF Management : A Signal That Donald Trump Will Run Again; Names Floated for Fed Openings | Insights and Market Perspectives Author: 8 November 24, 2021 A Signal That Donald Trump Will Run Again; Names Floated for Fed Vacancies November 24, 2021 DONALD TRUMP ISN'T IN A RUSH to announce his candidacy for president in 2024, but he s... |
| Nov 23, 2021 | AGF Management : The Over-Hyped Inflation Panic | Insights and Market Perspectives Author: 8 November 23, 2021 The Over-Hyped Inflation Panic November 23, 2021 THIS CITY IS GRIPPED by an inflation panic, fueled by pervasive media hysteria that even extends to the weather. It's going to be ... |
| Nov 22, 2021 | AGF Management : The Fed Fiasco and the Damage Done; Tentative Talks on Debt Ceiling | Insights and Market Perspectives Author: 8 November 22, 2021 The Fed Fiasco and the Damage Done; Tentative Talks on Debt Ceiling November 22, 2021 BEFORE HE LEAVES FOR NANTUCKET on Tuesday evening, President Biden is expected to announce hi... |
| Nov 19, 2021 | AGF Management : House Set to Pass Social Spending Bill but the Senate Isn't; UFO Issue Won't Go Away | Insights and Market Perspectives Author: 8 November 19, 2021 House Set to Pass Social Spending Bill, but the Senate Isn't; UFO Issue Won't Go Away November 19, 2021 AN ALL-NIGHT FILIBUSTER by House Minority Leader Kevin McCarthy simply dela... |
| Nov 18, 2021 | AGF Management : Why Dividend Growth Is Back | Insights and Market Perspectives Author: Stephen Duench November 18, 2021 Equity investors don't have much to complain about these days. Since bottoming in March of 2020, most stock markets around the world have rallied almost uninterrupted... |
| Nov 18, 2021 | AGF Management : A Very Delicate Issue — Joe Biden's Health; Plus, The Three Amigos Meet Today; Inflation Alert | Insights and Market Perspectives Author: 8 November 18, 2021 A Very Delicate Issue - Joe Biden's Health; Plus the Three Amigos Meet Today; and an Inflation Alert November 18, 2021 HAPPY BIRTHDAY JOE BIDEN: The President turns 79 on Saturday... |
| Nov 17, 2021 | AGF Management : The Upcoming Budget “Score” — and Why It's Crucial; Jerome Powell, Twisting in the Wind | Insights and Market Perspectives Author: 8 November 17, 2021 The Upcoming Budget "Score" - and Why It's Crucial; Jerome Powell, Twisting in the Wind November 17, 2021 THE BEAN COUNTERS at the Congressional Budget Office (CBO) are ... |
| Nov 16, 2021 | AGF Management : The Logjam is Breaking as Congress Enters Home Stretch | Insights and Market Perspectives Author: 8 November 16, 2021 The Logjam is Breaking as Congress Enters Home Stretch November 16. 2021 SIGNS OF PROGRESS: Exhausted members of Congress have made their points and now have a clear goal: get out... |
| Nov 15, 2021 | AGF Management : Still Another Headache for Biden — Friction With VP Harris | Insights and Market Perspectives Author: 8 November 15, 2021 Still Another Headache for Biden - Friction With VP Harris November 15, 2021 WASHINGTON WAS BUZZING this weekend over reports that President Biden's aides are exasperated over Vic... |
| Nov 11, 2021 | We Will Remember Them | Insights and Market Perspectives Author: Blake C. Goldring November 11, 2021 Each year on November 11th, we pause to honour our men and women in uniform and remember those who made the ultimate sacrifice in service to our country. While Rem... |
| Nov 11, 2021 | Changing Our Call on the Social Spending Bill and Fed Policy | Insights and Market Perspectives Author: 8 November 11, 2021 Changing Our Call on the Social Spending Bill and Fed Policy November 11, 2021 THE LIKELIHOOD OF PERSISTENTLY HIGH INFLATION for months to come will have to prompt a mid-course co... |
| Nov 10, 2021 | Congress Faces Four Big Issues in the Next Month | Insights and Market Perspectives Author: 8 November 10, 2021 Congress Faces Four Big Issues in the Next Month November 10, 2021 HARD TO BELIEVE that Christmas is only a few weeks away - not enough time, it seems, for Congress to resolve fou... |
| Nov 9, 2021 | As His Polls Plummet, What Are Joe Biden's Policy Options? | Insights and Market Perspectives Author: 8 November 9, 2021 As His Polls Plummet, What are Joe Biden's Policy Options? November 9, 2021 IT MUST BE FRUSTRATING for Joe Biden to see his poll numbers in free-fall; some recent surveys have his ... |
| Nov 8, 2021 | Our Odds as Congress Considers Even More Stimulus | Insights and Market Perspectives Author: 8 November 8, 2021 Our Odds as Congress Considers More Stimulus November 8, 2021 THE PACE IS GLACIAL IN WASHINGTON: The infrastructure package that finally passed on Friday night won't begin to have ... |
| Nov 5, 2021 | Market Redux: Back to the ‘90s, or Is It the ‘70s? | Insights and Market Perspectives Author: Kevin McCreadie November 5, 2021 In the thick of earnings season, AGF's CEO and Chief Investment Officer surveys the current economic backdrop and considers past decades that may typify market condit... |
| Nov 5, 2021 | Is Today the Day? | Insights and Market Perspectives Author: 8 November 5, 2021 Is Today the Day? November 5, 2021 THE EXCRUCIATING, MADDENING gridlock over infrastructure legislation may be nearing a resolution - perhaps as early as today - thanks to restive ... |
| Nov 4, 2021 | Smacked by Voters, Democrats Add More Goodies to Social Spending Bill | Insights and Market Perspectives Author: 8 November 4, 2021 Smacked by Voters, Democrats Add More Goodies to Social Spending Bill November 4, 2021 GO FIGURE: After a dismal electoral performance on Tuesday, it's unclear whether Democrats le... |
| Nov 3, 2021 | Two Reasons for the Democrats' Election Fiasco | Insights and Market Perspectives Author: 8 November 3, 2021 Two Reasons for the Democrats' Election Fiasco November 3, 2021 WE THOUGHT GLENN YOUNGKIN WOULD WIN in Virginia, but the near-tie in New Jersey is a genuine shocker. The recriminat... |
| Nov 2, 2021 | Joe Manchin Moves the Goal Posts; Explosive New Immigration Issue | Insights and Market Perspectives Author: 8 November 2, 2021 Joe Manchin Moves the Goal Posts; Explosive New Immigration Issue for GOP November 2, 2021 IT'S IMPOSSIBLE TO OVERSTATE THE ANGER among Democrats this morning that's directed at ma... |
| Nov 1, 2021 | Huge News Week Ahead: Virginia, Infrastructure Deal, FOMC, Glasgow | Insights and Market Perspectives Author: 8 November 1, 2021 Huge News Week Ahead: Virginia, Infrastructure Deal, FOMC, Glasgow November 1, 2021 LET'S START WITH VIRGINIA: Democrats are in danger of losing tomorrow in a major upset, as chall... |
| Oct 29, 2021 | A Setback in the House for Joe Biden's Agenda; Virginia May Be Slipping Away | Insights and Market Perspectives Author: 8 October 29, 2021 A Setback in the House for Joe Biden's Agenda; Virginia May Be Slipping Away October 29, 2021 YESTERDAY'S CELEBRATION of an infrastructure "framework" was bizarre. Presid... |
| Oct 28, 2021 | New Concern For Joe Biden This Morning — GDP Report | Insights and Market Perspectives Author: 8 October 28, 2021 New Concern for Joe Biden This Morning - The GDP Report October 28, 2021 THE THIRD QUARTER WAS A STINKER: The raging Delta variant, supply chain bottlenecks, acute labor shortages,... |
| Oct 27, 2021 | A Final Bill Isn't Imminent — New Confusion on Taxes | Insights and Market Perspectives Author: 8 October 27, 2021 A Final Deal Isn't Imminent - New Confusion on Taxes October 27, 2021 IF YOU HEAR CHUCK SCHUMER OR NANCY PELOSI proclaim that a final tax and spending bill is close to enactment, d... |
| Oct 26, 2021 | Expectations are Fading Fast for Glasgow Climate Summit | Insights and Market Perspectives Author: 8 October 26, 2021 Expectations Are Fading Fast for Glasgow Climate Summit October 26, 2021 JOE BIDEN WILL CONTINUE TO ASSURE WORLD LEADERS that the U.S. is committed to radical climate change, but h... |
| Oct 25, 2021 | AGF Management : What's Wrong With a Billionaires Tax? Here Are Seven Reasons | Insights and Market Perspectives Author: 8 October 25, 2021 Why Are We Leery Of a Billionaires' Tax? Here Are Seven Reasons October 25, 2021 WE HAVE NO SPECIAL AFFINITY for billionaires; the ultra-rich probably need to pay higher tax rates.... |
| Oct 22, 2021 | AGF Management : Democrats, Stunned, Survey the Damage | Insights and Market Perspectives Author: 8 October 22, 2021 Democrats, Stunned, Survey the Damage October 22, 2021 WE TALKED WITH DEMOCRATS YESTERDAY who are stunned by the party's capitulation on social spending and tax hikes. They like Jo... |
| Oct 21, 2021 | AGF Management : Kyrsten Sinema Says No New Taxes — And Democrats Scramble | Insights and Market Perspectives Author: 8 October 21, 2021 Kyrsten Sinema Says No New Taxes - And Democrats Scramble October 21, 2021 AS WE WROTE LAST WEEK, no one on Capitol Hill can figure out what maverick Sen. Kyrsten Sinema wants, but... |
| Oct 20, 2021 | AGF Management : Taper? Yes. Tantrum? Probably Not. | Insights and Market Perspectives Author: Tom Nakamura October 20, 2021 After months of speculation about when it would hit the brakes on quantitative easing (QE), the U.S. Federal Reserve made it clear after its September meeting that its U... |
| Oct 20, 2021 | AGF Management : Getting Closer to a Deal — But the Details Will be Daunting | Insights and Market Perspectives Author: 8 October 20, 2021 Getting Closer to a Deal - But the Details Will be Daunting October 20, 2021 THE DEVIL'S IN THE DETAILS: Amid all the breathless hype - Manchin and Bernie Sanders are meeting !! - ... |
| Oct 19, 2021 | AGF Management : Democrats Will Back Down on Controversial IRS Proposal to Monitor Bank Accounts | Insights and Market Perspectives Author: 8 October 19, 2021 Democrats Will Back Down on Controversial IRS Proposal to Monitor Bank Accounts October 19, 2021 TALK WITH FINANCIAL ADVISERS AND THEIR CLIENTS and we guarantee that one of their f... |
| Oct 19, 2021 | AGF Management : Are Soaring Energy Prices Here to Stay? | AGF's Dillon Culhane discusses the impact of the global energy crisis and what is driving the commodity prices higher. Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. AGF brings a ... |
| Oct 18, 2021 | AGF Management : Infrastructure Bills Hit the Wall | Insights and Market Perspectives Author: 8 October 18, 2021 Infrastructure Bills Hit the Wall October 18, 2021 AFTER A FRACTIOUS WEEKEND, it's clear that key elements of President Biden's social spending bill are on life support. In fact, t... |
| Oct 15, 2021 | AGF Management : Kyrsten Sinema Could Kill Infrastructure Spending, Tax Hikes | Insights and Market Perspectives Author: 8 October 15, 2021 Kyrsten Sinema Could Kill Infrastructure Spending, Tax Hikes October 15, 2021 IT'S NOT AN EXAGGERATION to assert that maverick Democratic Sen. Kyrsten Sinema could blow up two infr... |
| Oct 14, 2021 | AGF Management : Still Another Economic Concern — Labor Strikes | Insights and Market Perspectives Author: 8 October 14, 2021 Still Another Economic Concern - Labor Strikes October 14, 2021 AFTER YEARS OF LOSING CLOUT - AND MEMBERS - organized labor is flexing its muscles.The worker shortage has given uni... |
| Oct 14, 2021 | AGF Management : The Ifs, Ands and Buts About Markets | Insights and Market Perspectives Author: Kevin McCreadie October 14, 2021 As markets grow more uncertain, now is not the time for investors to grow complacent, says AGF's CEO and Chief Investment Officer. Equity markets haven't been this vo... |
| Oct 13, 2021 | AGF Management : Labor Market Lament — I Quit; Key Democrat Announces Retirement | Insights and Market Perspectives Author: 8 October 13, 2021 Labor Market Lament - I Quit; Key House Democrat Announces Retirement October 13, 2021 THE LABOR OUTLOOK IS COMPLICATED BY RETIREMENTS: The key labor dynamic isn't the inability to... |
| Oct 12, 2021 | AGF Management : The Next Big Crisis — Energy; Tax Hikes on the Chopping Block | Insights and Market Perspectives Author: 8 October 12, 2021 The Next Big Crisis - Energy; New Tax Hikes on the Chopping Block October 12, 2021 AS IF JOE BIDEN DOESN'T HAVE ENOUGH to worry about - Covid, immigration, crime, stagflation - he ... |
| Oct 8, 2021 | AGF Management : This Morning's Weird Jobs Report | Insights and Market Perspectives Author: 8 October 8, 2021 This Morning's Weird Jobs Report October 8, 2021 THIS MORNING'S WEIRD DATA had something for everyone, leading us to conclude that the sample last month did not accurately reflect a... |
| Oct 7, 2021 | AGF Management : Unused RESP Savings – Use It Or Lose It? | Insights and Market Perspectives Author: Sound Choices October 7, 2021 Education Savings: What happens to the money in an RESP if the child doesn't go to college or university? The content in the article below is meant for Canadian investor... |
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FAQ about AGF Perspectives
What has the press written about AGF Perspectives?
Parsers VC has collected 263 articles mentioning AGF Perspectives, among them “AGF Management : An Enormous Miscalculation Looms in Ukraine” (Feb 14, 2022) and “AGF Management : Why Stocks That Fall Together May Not Rise Together” (Feb 11, 2022).
Is AGF Perspectives still active?
Yes, AGF Perspectives is active; its latest activity on Parsers VC dates from Feb 15, 2022.