Cool Rates & Hot Takes, a Chat About the Bond Market - 2025's First Half and Beyond - Summer Series Podcast Episode 3
There were high hopes for fixed income in early 2025 and even higher yields, but inflation's staying power has continued reshaping expectations. Bond investors have had to stay nimble in the traditionally "safe" asset class, but how did we get here? Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM and Lauren Bellai, Vice President, Active Fixed Income Portfolio Management, TDAM break down the shift in conditions for fixed income.
TDAM Talks · Lauren Bellai, Michael Augustine, Ingrid Macintosh
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Show Notes
Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) alongside a panel of special guests for the four-part Mid-Year Market Checkpoint – a summer podcast series digging into the headlines across equities, fixed income, alternatives and asset allocation.
Highlights:
00:00:40 Overview of the past six months
00:04:20 Looking ahead to the next six months
00:07:00 Upcoming headline themes to watch
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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