Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One
Our Breadth of Experience panel has a market conversation that's perhaps a bit sunnier than anticipated. Despite persistent forecasts of economic turbulence, equities have outperformed expectations – but why hasn't the doom-and-gloom narrative materialized, and why is the S&P 500 seemingly unchanged from a year ago? What is driving market resilience today, particularly in Canada? From sector standouts to sentiment shifts, our roundtable speakers explore whether this momentum has legs heading into the second half of the year. Check out all three parts now available!
TDAM Talks · James Hunter, Jose Alancherry, Damian Fernandes
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Show Notes
Highlights Include:
00:03:53 Perspectives on the last quarter's equity market
00:07:23 What is driving market resurgence?
00:10:24 Are recent policy shifts realistic and sustainable?
00:11:46 The impact of U.S. policy on global economic growth
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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