U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast
As U.S. megacap tech leadership shows signs of fatigue, global equity markets are entering a new phase of broader opportunity across regions and sectors. In this episode of Portfolio Manager Views, Vitali Mossounov, and Julien Palardy, discuss how AI investment, shifting supply chains, and easing market concentration are reshaping global stock markets in 2026.
TDAM Talks · Vitali Mossounov, Julien Palardy
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
The global stock market is entering a new phase as investors grow weary of U.S. mega‑cap technology leadership. As U.S. dominance fades, opportunities are opening across international markets and overlooked sectors. At the same time, heavy AI investment is reshaping global supply chains and creating new sources of growth. Market leadership is broadening as strength spreads across regions and sectors. With concentration easing, where are the next opportunities emerging across the global stock market?
Join Vitali Mossounov, Managing Director, Head of Fundamental Equity Research, TD Asset Management Inc. (TDAM) and Julien Palardy, Managing Director, Head of Quantitative Investing, TDAM for discussion on how changing market conditions, AI investment and broader participation are shaping global stock markets in 2026.
Highlights include:
00:55 Is U.S. market leadership finally beginning to fade in 2026?
02:25 Why AI investing is no longer about mega cap technology
06:55 How massive AI spending is reshaping global supply chains
08:30 Why broader market participation matters as concentration eases
11:00 What could a broader market mean for low vol strategies?
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.