Sustainable and transition content for responsible investors
Financial markets respond not only to quantitative fundamentals but also to narratives that shape investor perceptions of risk, particularly during periods...
With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
Tyson Foods is one of the biggest food companies in the world. Its protein products reach millions of consumers every day, and its footprint extends beyond the United States.
John and David are joined by Richard Fisher, AGF portfolio manager (and diehard Buffalo Sabres fan), to discuss the U.S./Israel war with Iran and its impact on oil and other real assets.
Trade finance case study
The European high yield bond market has been relatively well insulated from recent concerns over AI’s potential impact on the software sector. In this week’s Bond Bulletin, we explore European high...
How could the Iran oil shock impact industry and inflation? We assess potential outcomes for the US, Europe and Asia.
AI can cut waste and smooth inventory, but model drift can undermine forecasts fast. Monitoring, thresholds and human override can help your food and beverage organisation stay resilient.
The Iran war highlights global fossil fuel dependence, reinforcing the need for resilient net-zero strategies during geopolitical shocks.
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