Growth & Crosswinds - Quarterly Market Update Part 2 | Breadth of Experience Podcast
Автор: TD
Загружено: 2025-12-02
Просмотров: 252
In this SECOND 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.
Highlights include:
00:05 Did Southern Europe learn something during the European Debt Crisis and is that now flowing through to other countries?
03:35 Is this the era of fiscal dominance?
12:40 What's different about how we manage money today?
17:25 Breaking down Canadian and U.S. currency
Watch part two and check back in for parts three published shortly!
The podcast was recorded in English and has French subtitles.
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