Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? 

Highlights include:  

00:00:40 Overview of the past six months

00:04:20 Looking ahead to the next six months

00:07:00 Sector-specific insights and opportunities

Stay tuned for our next episode of the Summer Series featuring the TD Asset Management Asset Allocation team!

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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