Strong results for equities and solid fixed income returns were the features of another favourable year for global financial markets, but can investors expect more of the same in 2026? This is Inside Perspectives "Shorts", a special edition podcast highlighting some of the themes and sectors that we believe will play a part in how the new year unfolds.
Hosted By:
DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series
Guests:
Grace Huang, Senior Analyst, AGF Investments
Ben Baldasaro, Fixed Income Associate, AGF Investments
John Kratochwil, Senior Analyst, AGF Investments
Pulkit Sabharwal, Analyst, AGF Investments
Ling Han, Analyst, AGF Investments
Marissa Heinze, Fixed Income Associate, AGF Investments
Renato Monzon, Analyst, AGF Investments
Abhishek Ashok, Analyst, AGF Investments
Henry Kwok, Senior Analyst, AGF Investments
Chapter 1: Artificial Intelligence
Artificial intelligence has been the investment theme of choice for investors in recent years, but heading into 2026, some investors believe the risk of a correction is growing. AGF Investments analysts Grace Huang and Ben Baldasaro talk about navigating potential opportunities as the AI theme continues to evolve in the new year.
Chapter 2: Gold
Gold raised to new all time highs in 2025, and seems to be on the radar of almost every investor heading into the New Year. AGF Investments analyst John Kratochwil talks about what's fuelling the momentum and whether it's fair to expect the rally to continue.
Chapter 3: Energy
Energy stocks were decidedly unloved in 2025, primarily as oil prices fell on oversupply fears and tariff induced threats of a weakening economy. AGF Investments analyst Pulkit Sabharwal talks about what could turn the tide in 2026.
Chapter 4: Healthcare
The health care sector was beset by more policy uncertainty in 2025. AGF Investments analysts Ling Han and Marissa Heinze talk about why it may be set for a recovery in 2026.
Chapter 5: Defense
In sports it's often said that a good offense is a good defense. But is the same now true in equity markets? AGF Investments analyst Renato Monzon discusses why the appetite for defense stocks is expected to grow in 2026.
Chapter 6: Consumer Staples and Discretionary
The U.S. consumer is anything but easy to define these days. AGF investments analysts Abhishek Ashok and Henry Kwok discuss how dynamic consumption trends are impacting both consumer staples and consumer discretionary stocks.
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