A Picnic with Portfolio Managers - 2025's First Half and Beyond - Summer Series Podcast Episode 2
Asset allocation plays a fundamental role in managing risk and return in uncertain markets through diversification, and the current landscape is no exception. Michael Craig and Humza Hussain discuss how geopolitical policy has set the stage year-to-date, and what could lie ahead for key commodities such as gold as U.S. midterms loom.
TDAM Talks · Michael Craig, Ingrid Macintosh, Humza Hussain
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Show Notes
Highlights include:
00:01:05 Overview of the past six months
00:06:50 Looking ahead to the next six months
00:15:00 What's one thing people should be thinking about?
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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