Stocks in the Sun - 2025's First Half and Beyond - Summer Series Podcast Episode 1

Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? Highlights include:  00:00:40 Overview of the past six months00:04:20 Looking ahead to the next six months00:07:00 Sector-specific insights and opportunitiesStay tuned for our next episode of the Summer Series featuring the TD Asset Management Asset Allocation team! 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.