In this second part of the roundtable chat, our portfolio managers dive into the effects of tariffs on various sectors and industries, policy uncertainty, the framework for security selection and key signals driving it.

(00:01:09) Navigating the stages of AI adoption: Where do we stand?

(00:02:43) Signals driving security selection: price, earnings, valuations

(00:05:33) Market's shifting focus on policy uncertainty

(00:09:08) Tariff effects: cloudy outlook

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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