FINALE: Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Three
Our Breadth of Experience panel connects on this third an final part of the discussion to speak about AI and data centres, technology, interest rates, and where they expect the stock market to be. Enjoy the final part of the discussion - listen to parts one and two already posted!
TDAM Talks · James Hunter, Damian Fernandes, Jose Alancherry
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Show Notes
Highlights include:
00:00:12 What is driving the global rise in yields?
00:02:50 The current global demand for datacenters and computing
00:09:10 Navigating volatility and opportunities this year
00:13:40 Blue-sky scenario for equities
The panel will be back in two months to discuss the third quarter events in the market - stay tuned!
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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