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In April, we anticipated an inflationary shock and a persistently cautious stance from central banks. That scenario has now materialised, reducing the prospects of any meaningful monetary easing.
Explore the reasons behind the rise in UK Gilt yields, why the UK bond market is subject to a political premium and the implications for investors.
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
The 2026 Political Risk Survey shows risk shifting inward as tariffs, domestic polarization and gray‑zone threats intensify, forcing companies to adapt risk management, insurance and operating models.
AGF Perspectives sat down with John Porter, AGF Investments’ new Chief Investment Officer (CIO), to discuss his approach to asset management and why firms that are nimble, collaborative and willing...
The rise of artificial intelligence could redefine leaders and laggards in emerging markets. Artificial intelligence (AI) leadership is no longer a developed-market monopoly. Emerging markets (EM)...
When cars drive themselves, auto insurance must evolve toward data-driven pricing, shared liability, and new ways to measure risk.
Will it impact cyber insurance coverage and costs?
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
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