TDAM Talks

The New Global Order – Reshaping Global Trade, Politics & Investing


Listen Later

The U.S. has enjoyed unchallenged economic, technological and military dominance globally for several decades, but its hegemony is at risk as a strengthening China has shaken the status quo. The Trump administration seeks to reaffirm the U.S.'s superiority through policies focused on homeshoring, innovation through deregulation, and reducing global reliance on the USD as reserve currency, but with all of these priorities driving policy, what is the future of the new global order? What is the impact on investors as the U.S. renegotiates its position on the global stage?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Kevin Hebner, Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc. as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles. 

Highlights include:  

(00:01:25) Key themes of the new global order

(00:05:48) Can the U.S. successfully "homeshore" its manufacturing?

(00:12:29) The goal for the U.S. dollar

(00:18:35) Outlook for U.S. and global equity markets

(00:23:32) Prime Minister Mark Carney and Canada's role in the new global order

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/

 

 

...more
View all episodesView all episodes
Download on the App Store

TDAM TalksBy TD Asset Management, TDAM, Ingrid Macintosh

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like TDAM Talks

View all
Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

Exchanges by Goldman Sachs

Exchanges

992 Listeners

Odd Lots by Bloomberg

Odd Lots

1,789 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,062 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,029 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

445 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

78 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

11 Listeners

Market Call by BNN Bloomberg

Market Call

13 Listeners

The Canadian Real Estate Investor by Daniel Foch & Nick Hill

The Canadian Real Estate Investor

31 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

7 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners

TLDR by Devin Friedman, Sarah Rieger, Matthew Karasz

TLDR

31 Listeners