The New Global Order – Reshaping Global Trade, Politics & Investing
Join host Ingrid Macintosh and guest Kevin Hebner as they pull back the curtain on America's shifting global role in this riveting episode. Centered on Kevin’s work, The New Global Order, they explore how supply chain choke points, volatile trade wars, and emerging currency dynamics are redefining the future of business, investing, and politics. If you're ready for bold insights into the seismic changes reshaping global power and opportunity, this conversation is a must-listen!
TDAM Talks · Ingrid Macintosh, Kevin Hebner
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Show Notes
The U.S. has enjoyed unchallenged economic, technological and military dominance globally for several decades, but its hegemony is at risk as a strengthening China has shaken the status quo. The Trump administration seeks to reaffirm the U.S.'s superiority through policies focused on homeshoring, innovation through deregulation, and reducing global reliance on the USD as reserve currency, but with all of these priorities driving policy, what is the future of the new global order? What is the impact on investors as the U.S. renegotiates its position on the global stage?
Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Kevin Hebner, Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc. as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles.
Highlights include:
(00:01:25) Key themes of the new global order
(00:05:48) Can the U.S. successfully "homeshore" its manufacturing?
(00:12:29) The goal for the U.S. dollar
(00:18:35) Outlook for U.S. and global equity markets
(00:23:32) Prime Minister Mark Carney and Canada's role in the new global order
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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