The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part One
In this first episode of a three-part market update series, our Breadth of Experience panel brings perspective from the Asset Allocation and Fixed Income teams at TD Asset Management Inc. (TDAM) to explore the forces shaping today's investment landscape. From shifting policy dynamics to changing growth patterns, the discussion offers a well-rounded take on how markets are evolving. What can investors take away from the mix of opportunities and risks unfolding across regions? Join Jose Alancherry, Vice President, Client Portfolio Management, TDAM in conversation with Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM and Christian Medeiros, Vice President & Director, Portfolio Manager, Asset Allocation, TDAM, as they share their insights on market trends, investor priorities, and the factors shaping fixed income and asset allocation.
TDAM Talks · Alex Gorewicz, Jose Alancherry, Christian Medeiros
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Show Notes
Highlights include:
(3:30) A look back on 2025
(6:00 Are we in a new "bond" era?
(9:50) What is driving yield?
(15:05) How shifting priorities are reshaping markets across regions
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]
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