EPISODE · Jun 18, 2025 · 15 MIN
Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One
from TDAM Talks · host James Hunter, Jose Alancherry, Damian Fernandes
Highlights Include:00:03:53 Perspectives on the last quarter's equity market00:07:23 What is driving market resurgence?00:10:24 Are recent policy shifts realistic and sustainable?00:11:46 The impact of U.S. policy on global economic growth 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
Our Breadth of Experience panel has a market conversation that's perhaps a bit sunnier than anticipated. Despite persistent forecasts of economic turbulence, equities have outperformed expectations – but why hasn't the doom-and-gloom narrative materialized, and why is the S&P 500 seemingly unchanged from a year ago? What is driving market resilience today, particularly in Canada? From sector standouts to sentiment shifts, our roundtable speakers explore whether this momentum has legs heading into the second half of the year. Check out all three parts now available!
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Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One
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