Financial markets are perpetually in motion, influenced by a multitude of factors that pull investors in opposing directions – what we commonly refer to as bullish and bearish sentiments. Recently, the expectations of U.S. pro-business policies, the U.S. and Canadian monetary policy divergence shifts, and increased interest rate uncertainty have been influencing market movements. In such a volatile market environment, how do investors decide what may support their investment strategies?

Join Chiara Carozzi, Relationship Manager, Advisor Distribution, TD Asset Management Inc. (TDAM), Trevor Cummings, CIMA, Vice President, ETF Distribution, Central Canada, TDAM, and Michael Formuziewich, CFA, Vice President, Retail Client Portfolio Management, TDAM, as they explore both sides of the evolving market trends, outlooks for financial markets, and strategies that may help investors advantageously position their portfolios.

1:08 Is another bull run in the cards for the U.S. equity market? 

6:08 DeepSeek explained: an evolution in the artificial intelligence space 

9:39 Is interest rate uncertainty sparking real interest in real assets? 

14:04 How should investors think about currency risk in their portfolios? 

20:27 The Ozempic effect: Will the pharma trend continue? 

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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