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A Look at the Year Ahead in Markets in 2026 | TDAM Talks Podcast
Season 4 · Episode 1

A Look at the Year Ahead in Markets in 2026 | TDAM Talks Podcast

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead. Join David Sykes, Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM) and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch, as they deliver comprehensive insights and key considerations for 2026.

TDAM Talks · David Sykes, Kevin Hebner

January 6, 202618m 28s

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Show Notes

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead.

Highlights include:

00:50 Year in review: looking back on 2025

02:40 Expectations for key asset classes in 2026

10:30 What are some risks and opportunities for the year ahead

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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