EPISODE · Jul 30, 2025 · 18 MIN
A Picnic with Portfolio Managers - 2025's First Half and Beyond - Summer Series Podcast Episode 2
from TDAM Talks · host Humza Hussain, Michael Craig, Ingrid Macintosh
Highlights include: 00:01:05 Overview of the past six months 00:06:50 Looking ahead to the next six months 00:15:00 What's one thing people should be thinking about? 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] follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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What this episode covers
Asset allocation plays a fundamental role in managing risk and return in uncertain markets through diversification, and the current landscape is no exception. Michael Craig and Humza Hussain discuss how geopolitical policy has set the stage year-to-date, and what could lie ahead for key commodities such as gold as U.S. midterms loom.
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A Picnic with Portfolio Managers - 2025's First Half and Beyond - Summer Series Podcast Episode 2
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