Are There Any Opportunities in The Stock Market This Spring?
With spring in the air and a federal election looming, green shoots are emerging across the equity landscape. Though tariff threats are casting a shadow and U.S. relative valuations are in flux, silver linings appear when we shift the focus to Canada's enduring advantages, local industry champions, and how the right reforms by the next federal government might spark capital inflows and drive productivity.
TDAM Talks · Ingrid Macintosh, Justin Flowerday, Monica Yeung
Audio is streamed directly from the publisher (afp-76727-injected.calisto.simplecastaudio.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM) and Monica Yeung, Vice President & Director, Portfolio Manager, TDAM to dig into where growth is budding, where it might still be frozen, and what's in store for the loonie and volatility in months to come.
Highlights"
(00:00:50) Paint a picture of our current market landscape and some sectors to watch
(00:07:30) How tariff threats might drive policy changes in the coming federal election
(00:09:07) The shift in relative valuation for the U.S.
(00:10:54) Uniquely Canadian core advantages
(00:19:10) What's the outlook for volatility going forward?
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]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.