Inside Perspectives: An AGF Podcast Series

Author: AGF Investments Inc.

Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
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Genres: Business, Investing, Management

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Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
Episode 3
Wednesday, 27 May, 2026

David discusses another impressive earnings season with guest Mike Archibald. John takes a well-deserved break. Hosted By:David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Jonathan Prias, Recording & Post‑Production Guest:Mike Archibald, Portfolio Manager, AGF Investments Chapters: 00:00 Introduction - Episode opening and guest introduction with Mike Archibald. 02:18 Earnings & Market Backdrop - Strong Q1 earnings and overall market setup. 03:14 Broad Market Growth - Drivers of earnings strength across sectors beyond AI. 05:54 Markets vs Headlines - Why markets remain resilient despite geopolitical concerns. 08:14 Earnings Outlook - Forward guidance and expectations for continued growth. 10:17 Key Risks - Energy prices, inflation, and rising bond yields. 13:01 Investing Strategy - Portfolio construction, AI exposure, and opportunity set. 16:24 Closing Remarks - Final thoughts and wrap-up. 16:40 Disclaimer - Important information regarding this broadcast.

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