Stocks in the Sun - 2025's First Half and Beyond - Summer Series Podcast Episode 1
Stocks started the year with cautious optimism and have since delivered upside surprises, posting strong earnings, resilient consumer activity and ongoing tech strength in the face of macro uncertainty. Join Ingrid Macintosh as she speaks with Justin Flowerday and Jeff Evans as they shed some light on whether this rally can keep its legs, or if a breather is due.
TDAM Talks · jeff evans, Justin Flowerday, Ingrid Macintosh
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
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?
Highlights include:
00:00:40 Overview of the past six months
00:04:20 Looking ahead to the next six months
00:07:00 Sector-specific insights and opportunities
Stay tuned for our next episode of the Summer Series featuring the TD Asset Management Asset Allocation team!
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.