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Stephen Way

Senior Vice-President and Head of Global and Emerging Markets Equities at AGF Investments, and a guest on Inside Perspectives: An AGF Podcast Series.

Oct 8, 2026

5:11
You know, what gives? Why, why are we able to kinda climb this wall of worry, if you will?
5:18
Yeah, I mean, I, I'll jump off first, and John can jump in too.
5:21
But, uh, I, I really think it's, it's driven by earnings.
5:23
Our earnings have been phenomenally strong, not only in the United States, but, um, pretty much in many other countries as well.
5:31
Returns have been strong this year.
5:32
Uh, the best returns have been seen in, uh, Japan and emerging markets.
5:35
They've really outperformed the United States and Europe.
9:45
I'm just curious, Steve, like from your experience when you get to this level, like what's the, what's the mindset? How do you feel about, you know, all-time highs and, and, and what you need to be doing when you get to this level?

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