100 Days Later: The Market Reacts to Trump’s Policy Blitz
The first 100 days of Trump’s second term have ushered in familiar themes: tariffs, deregulation, and an aggressive "America First" stance. but this time, the global response is different. As investors navigate market volatility, shifting trade alliances, and new policy implications, how is Canada positioned to adapt?
TDAM Talks · Ingrid Macintosh, Christian Medeiros, Hussein Allidina
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Show Notes
Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Christian Medeiros, Vice President & Director, Portfolio Manager, Asset Allocation, TDAM and Hussein Allidina, Managing Director, Head of Commodities, TDAM, as they discuss what these early decisions mean for Canada's broad investment strategy going forward, how international partners are adapting, the impact on key sectors, and what might be ahead in the next 100 days.
00:01:38 Where trade is today, and how it differs from Trump 1.0
00:04:18 The impact of trade wars on commodities and Canadian producers
00:06:02 Rapid-fire insights on immigration, tax cuts and deregulation
00:22:17 Key diversifying sectors to consider amid market volatility
00:26:09 Setting the stage for the next 100 days
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
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