Sustainable and transition content for responsible investors
After years of technology dominance, market leadership appears to be shifting. Will it last? The artificial intelligence (AI) trade that has dominated equity markets in recent years is showing sign...
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.
With the One Big Beautiful Bill Act now in place, the strategic value of qualifying as an actual trade or business has increased. The Act provides long-term certainty and permanence, allowing famil...
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