EPISODE · Jul 3, 2025 · 18 MIN
FINALE: Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Three
from TDAM Talks · host James Hunter, Damian Fernandes, Jose Alancherry
Highlights include:00:00:12 What is driving the global rise in yields?00:02:50 The current global demand for datacenters and computing00:09:10 Navigating volatility and opportunities this year00:13:40 Blue-sky scenario for equities The panel will be back in two months to discuss the third quarter events in the market - stay tuned! 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 connects on this third an final part of the discussion to speak about AI and data centres, technology, interest rates, and where they expect the stock market to be. Enjoy the final part of the discussion - listen to parts one and two already posted!
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FINALE: Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Three
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