Inside Perspectives: An AGF Podcast Series
Jul 13, 2026 · 29 min · 10 segments
John and David sit down with John Porter, AGF's new Chief Investment Officer, to learn more about his investment philosophy and get his thoughts on what the second half of 2026 might have in store for…
John ChristofilosHost
David PettHostCorporate earnings for the first half of this year have been absolutely spectacular, about as good of a six-month period as I can remember in my 30-year career.
And by all indications, that's going to continue in the second half of the year.
And if that happens, if that concern starts to abate, then I think that really opens up the opportunities for equity markets in particular to continue to be strong in the second half of the year.
But that's the canary in the coal mine that I'm really watching closely is those inflation headlines.
John, what do you think of the midterms? Not politically driven, but from a market's perspective.
Are we going to see some additional volatility leading into October, November? Maybe some thoughts around the midterm.
Because historically, October is never a great month in the equity markets.
I think it's very difficult to forecast when, where, and why there will be volatility, but the midterms are certainly going to cause some of those headlines we discussed earlier.
I think that they will likely pass quickly and not have a long-lasting impact on the market.
By all accounts, we're likely to see a divided government in the United States post the election.
And history would say that's a good thing because they don't get a lot done when they're fighting with one another.
There's also always going to be individual stocks and sectors that are impacted by election outcomes.
But at the broad diversified index level, I don't think it's a key issue to worry about.
Corporate earnings for the first half of this year have been absolutely spectacular, about as good of a six-month period as I can remember in my 30-year career.
And by all indications, that's going to continue in the second half of the year.
And if that happens, if that concern starts to abate, then I think that really opens up the opportunities for equity markets in particular to continue to be strong in the second half of the year.
But that's the canary in the coal mine that I'm really watching closely is those inflation headlines.
John, what do you think of the midterms? Not politically driven, but from a market's perspective.
Are we going to see some additional volatility leading into October, November? Maybe some thoughts around the midterm.
Because historically, October is never a great month in the equity markets.
I think it's very difficult to forecast when, where, and why there will be volatility, but the midterms are certainly going to cause some of those headlines we discussed earlier.
I think that they will likely pass quickly and not have a long-lasting impact on the market.
By all accounts, we're likely to see a divided government in the United States post the election.
And history would say that's a good thing because they don't get a lot done when they're fighting with one another.
There's also always going to be individual stocks and sectors that are impacted by election outcomes.
But at the broad diversified index level, I don't think it's a key issue to worry about.
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