How Global Markets Are Breaking Records Despite War, Volatility and Recession Fears | Portfolio Manager Views Podcast

Markets are moving higher even as headlines focus on risk and uncertainty. So why do asset prices keep climbing when so many investors expect the opposite? In this episode, you'll hear why markets may not be “getting it wrong,” with a closer look at earnings growth, strong cash flows, and largescale investment tied to AI. The broader picture highlights why fundamentals often carry more weight than nearterm concerns Join Benjamin Gossack and Damian Fernandes, Managing Directors and Portfolio Managers at TD Asset Management Inc., as they explore what’s driving global markets today. Highlights include:   01:30  Why markets can reach new highs during wars and major geopolitical shocks, and why fundamentals are often underestimated 05:40  How AIdriven capital spending is supporting earnings 09:45  How cashflow growth, rather than shortterm forecasts, supports longterm outperformance 17:54  When portfolios look diversified but still depend on the same market trend     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.