EPISODE · Dec 11, 2025 · 22 MIN
The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Three
from TDAM Talks · host Jose Alancherry, Alex Gorewicz, Christian Medeiros
Highlights include:0:05 How U.S policy and rate differences may shape the USD and CAD outlook6:55 Looking at where U.S trade policy might be headed12:15 How inflation trends and leverage may change views on tariffs17:40 What investors should look forward to in 2026 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
In this THIRD and FINAL episode of a three-part market update series, our Breadth of Experience panel brings perspective from the Asset Allocation and Fixed Income teams at TD Asset Management Inc. (TDAM) to explore the forces shaping today's investment landscape. From shifting policy dynamics to changing growth patterns, the discussion offers a well-rounded take on how markets are evolving. What can investors take away from the mix of opportunities and risks unfolding across regions?
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The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Three
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