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Around the World - Week of September 18, 2017
In this week’s video, Ani Markova explains reasons behind the double-digit rally in gold prices and why the U.S. will be a key factor in sustaining these levels.
Around the World - Week of September 11, 2017
This week, Mike Archibald explains how a busy week from central banks impacted financial markets. The Bank of Canada raised rates once again, triggering a sharp rally in the Canadian dollar. Much like
Around the World – Week of September 5, 2017
In this week’s video, Jonathan Lo offers his thoughts on two key developments in the U.S. Hurricane Harvey is significantly impacting financial markets, while a deadline looms for Washington to raise
Around the World – Week of August 28, 2017
This week, Steve Bonnyman explains how late summer storms are negatively affecting markets, specifically oil supply in the U.S. A political whirlwind continues to unfold in the U.K. as well.
Around the World - Week of August 21, 2017
In this week’s video, Andy Kochar explains the key points being negotiated as part of the NAFTA discussions and what impact this may have on the Canadian dollar and Mexican peso.
AGF Asset Allocation Committee Outlook - Q3-2017
Around the World – Week of August 14, 2017
This week, Sanjay Luthra discusses the latest round of geopolitical tensions between the U.S. and North Korea, as well as what markets AGF’s Global Equity team currently favours most.
Around the World - Week Of August 8, 2017
In this week’s video, John Christofilos explains the impact of the strengthening Canadian dollar and reviews developments in the U.S., China and Europe.
Around the World - Week Of July 31, 2017
This week, Andy Kochar discusses why the current economic backdrop in Europe is supportive of risk assets. Also covered, we are closely watching the U.S. Federal Reserve in their plans for balance she
Around the World - Week Of July 24, 2017
From a North American market perspective, this week felt like a real step into summer. Steve Bonnyman discusses soft volumes, volatile pricing and shifting flows, as we prepare for the next wave of qu
Around the World - Week Of July 17, 2017
This week, Andres Perez discusses why we think additional rate hikes by central banks around the world will be modest and potentially less than the market is anticipating.
Around the World - Week of July 10, 2017
This week, Maks Piskunov reviews a productive G20 summit in Germany as well as persisting geopolitical tension between the U.S. and North Korea.
Around the World - Week Of July 4, 2017
In this week’s video, Mike Archibald reflects on a strong first half of 2017 and what to watch for as we enter Q2 earnings season.
Around the World - Week Of June 26, 2017
This week, Andy Kochar shares his views on Warren Buffet’s most recent investment into Home Capital, as well as the odds of a Bank of Canada interest rate hike later this month. The latest on U.S. eco
Around the World - Week Of June 19, 2017
In this week’s video, Ani Markova discusses reasons for gold’s range-bound prices over the past quarter. However, signs of a global slowdown into the fall may provide a catalyst for a rally through th
Around the World - Week of June 12, 2017
This week, Andy Kochar summarizes disappointing economic data in the U.S., whether that may impact the upcoming Federal Reserve meeting and how Western Canadian provinces are adjusting to lower oil pr
Around the World - Week Of June 5, 2017
In this week’s video, Mike Archibald reviews North American macro data, including core inflation, the U.S. economy and first quarter Canadian GDP. He also discusses a potential rally in Canadian curre
Around the World - Week Of May 29, 2017
This week, Sam Mitter compares the adversity of sports champions to the U.S. market’s resilience, reaching new highs despite political uncertainty.
Around the World - Week of May 23, 2017
In this week’s video, John Christofilos explains reasons behind the lack of volatility seen in markets and how the current trend compares to historical periods.
Around the World - Week Of May 15, 2017