A Look at the Year Ahead in 2025 with TD Asset Management's CIO
What do markets have in store in 2025? In our biggest podcast of the year, listen in as Ingrid welcomes the TD Asset Management Chief Investment Officer, David Sykes, to chat about some TOP items that investors need to consider in 2025.
TDAM Talks · Ingrid Macintosh, David Sykes
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Show Notes
From AI and the Magnificent Seven to interest rates and tariffs, 2024 has had no shortage of headline-making themes and trends. Market predictions of all stripes were set aside in the wake of unexpected and sustained equity outperformance, and a too-close-to-predict U.S. presidential election with far-reaching implications. Rounding out 2024, how has the year performed versus expectations, and what might be some themes worth watching for 2025?
Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) and David Sykes, Senior Vice President and Chief Investment Officer, TDAM to review 2024 and set the stage for the year ahead, with comprehensive insights on asset classes, sectors and outliers.
Highlights include:
1:22 - How have 2024 markets performed against David's initial predictions for the year and how does he feel about the year ahead?
3:39 - What might be ahead for U.S. and global markets for 2025?
6:45 - What is the outlook for real estate and infrastructure?
10:10 - Where are interest rates headed next year?
15:16 - What are some opportunities and themes to watch in 2025?
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
Email any questions or ideas for future episodes to: [email protected]
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