AGF Investments
Market and asset-allocation insights from AGF Investments.
Canada4 articlesLast published 10 Jun 2026
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AGF InvestmentsAlternatives
Capital Flows, Market Structure and the Durability of the Opportunity | AGF Capital Partners
AGF Capital Partners examines how defence investment is broadening beyond large traditional contractors into a wider ecosystem of technology, industrial and supply chain companies, driven by expanding government budgets and evolving procurement frameworks. The piece argues that a significant volume of unallocated defence spending, combined with rising private capital participation, underpins a durable, multi-year investment opportunity across public and private markets.
10 Jun 2026
AGF InvestmentsThematic
The Changing Security and Procurement Landscape | AGF Capital Partners
AGF Capital Partners argues that defence investment is entering a structural expansion phase, with governments across North America and Europe committing multi-year capital to national security and adapting procurement models to integrate dual-use commercial technologies. The piece contends that AI, autonomous systems, and advanced manufacturing - originating in commercial markets - are broadening the investable universe well beyond traditional prime contractors to include a wider technology, industrial, and supply chain ecosystem.
10 Jun 2026
AGF InvestmentsPrivate Markets
Why Private Markets: The Case for Venture Exposure in Defence | AGF Capital Partners
AGF Capital Partners argues that a growing share of defence-relevant value creation is occurring in private markets, particularly among early-stage companies in AI, autonomy, cyber security and advanced manufacturing with dual-use applications. The piece makes the case that venture capital is the most direct access point for investors seeking exposure to these early inflection points, as software-defined capabilities and dual-use technologies increasingly shape future defence capability before reaching public-market scale.
10 Jun 2026
AGF InvestmentsEquities
Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
AGF Portfolio Manager Mike Archibald joins host David Pett to discuss the key takeaways from another strong corporate earnings season and what it means for equity markets. The conversation explores how earnings growth is serving as a stabilising anchor for equities amid broader market uncertainty.
27 May 2026