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Jan 17, 2025 | 
advisoranalyst.com | AGF Investments
by Investment Management Team, AGF InvestmentsA mid-week analysis of whatâs happening in global financial markets from the perspective of AGFâs investment management team. Pricing PoweredU.S. equity markets reacted very positively to Wednesdayâs Consumer Price Index (CPI) release for December. Headline inflation of +0.4% month-over-month met expectations, but core inflation (excluding food and energy) of +0.2% came in below consensus of +0.3%.
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Jan 16, 2025 | 
advisoranalyst.com | AGF Investments
by Investment Management Team, AGF InvestmentsA mid-week analysis of whatâs happening in global financial markets from the perspective of AGFâs investment management team. No Ho Ho HoThere was no Santa Claus rally to end 2024 but thatâs usually not the âbe all and end allâ when it comes to seasonal signals of what lies ahead in 2025.
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Aug 28, 2024 | 
advisoranalyst.com | Grace Huang |AGF Investments
by Grace Huang, Senior Analyst, AGF InvestmentsJapanâs equity market has been hit hard by the recent correction that has sent most of its global counterparts tumbling as well, but the routâand ongoing volatility associated with itâhasnât completely negated an otherwise positive year for many Japanese stocks. In fact, despite falling 25% over the past month, the Nikkei 225 Index has still gained nearly 5% year-to-date and boasts a 12-month gross return of nearly 8%.
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Apr 4, 2024 | 
advisoranalyst.com | John Christofilos |Grace Huang |AGF Investments
by John Christofilos, Chief Trading Officer, and Grace Huang, Senior Analyst, AGF InvestmentsA mid-week analysis of whatâs happening in global financial markets from the perspective of AGFâs investment management team. The S&P 500 Index has climbed higher in five consecutive months through March and may be due for a pause, which could be starting to happen this week.
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Feb 27, 2024 | 
advisoranalyst.com | AGF Investments
AGF Investments Inc. (AGF Investments) announced that effective today it is expanding its line-up with the launch of ETF series options for AGF Global Real Assets Fund, AGF Total Return Bond Fund and AGF U.S. Small-Mid Cap Fund. ‚ÄúWe continue to broaden our ETF offerings with the addition of ETF series options on long-running funds in key areas of focus for investors, including alternative assets and active fixed income,‚ÄĚ said Meaghan Kelly, Chief Marketing & Product Officer, AGF Investments.
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Jan 11, 2024 | 
advisoranalyst.com | AGF Investments
by AGF InvestmentsMembers of AGF’s Investment Management Team weigh in on the week that was in global financial markets. Technically SpeakingSoftness earlier this week in equity markets may be partly attributed to the fact that some investors are selling their 2023 winners now, so they don’t pay capital gains tax until 2025, but it’s also possible that it’s because the market is overbought following the solid rally in stocks over the past few months.
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Nov 26, 2023 | 
advisoranalyst.com | AGF Investments
by Jean-Sébastien Nadeau, MBA, CFA®, Co-Portfolio Manager, AGF Investments Inc. Source: Bloomberg LP as of November 9, 2023. Past performance is not indicative of future results. One cannot invest directly in an index. Unless something drastically changes over the next six weeks, U.S. Treasuries on the longer end of the yield curve are set to record the rare feat of having three consecutive years of negative returns (see chart). How rare?
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Oct 18, 2023 | 
advisoranalyst.com | AGF Investments
by Jean-SĂ©bastien Nadeau, Daniel Chivu, Fixed Income, AGF Investments October 18, 2023No recession in sight, but storm clouds are gatheringThe last 18 months have conditioned Fixed-income investors to think twice before allocating to their bond portfolios, as a resilient global economy has kept pressure on central banks to continue hiking interest rates.
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Jul 11, 2023 | 
advisoranalyst.com | AGF Investments
by Kevin McCreadie, John Christofilos, Bill DeRoche, Rune Sollihaug, David Stonehouse, Stephen Way, AGF InvestmentsEquity markets rebounded in the first half of the year as central banks continued their fight against inflation without severe consequences for the economy. Yet the risk of a recession still looms, and investors may not be free and clear of the volatility and losses that put a dent in many portfolio returns in 2022.
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Mar 12, 2023 | 
advisoranalyst.com | AGF Investments
by Stephen Duench, CFA®, Co Head, Highstreet Private Client† & VP and Portfolio Manager, AGF Investments Inc. The dramatic rotation in market leadership that defined equity returns during the first month of 2023 has become less acute in more recent weeks, but investors still need to be careful about its influence on portfolio positioning going forward. Namely, it’s crucial to find a balance between this year’s early winners and losers.
