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portfolio management (Page 3 of 8)

U.S. inflation data a reminder Fed’s inflation fight isn’t over yet

U.S. CPI data for January came in hotter than expected, causing markets to scale back expectations for when the Fed may start cutting rates. Alexandra Gorewicz, Vice President and Director for Active Fixed Income Portfolio Management at TD Asset Management, discusses why there may have been too much rate cut euphoria in the markets recently.
February 14, 2024
Economy / International / Trading Ideas / News / Big Picture

Interest rate volatility and the potential impact on preferred shares

The recent volatility in interest rates has led to a challenging market for preferred shares. James Hunter, Portfolio Manager at TD Asset Management, discusses the outlook for the asset class and why there may be opportunities going forward.
January 31, 2024
Stocks / Canada / International / Trading Ideas / Big Picture

TDAM panel on 2024 opportunities and risks to watch

Whether it be slowing growth, upcoming U.S. elections or numerous geopolitical concerns, there is no shortage of potentially market moving events that could impact investor sentiment. Kim Parlee discusses how to approach the year ahead with David Sykes, Chief Investment Officer at TD Asset Management, and Michael Craig, Head of Asset Allocation and Derivatives, at TD Asset Management.
January 22, 2024
Stocks / Economy / Energy / Canada / International / Trading Ideas / News / Big Picture

Can Wall Street still outperform global markets this year?

Investors are facing numerous uncertainties in 2024, including the state of the economy and the future direction of interest rates. Jing Roy, Director and Portfolio Manager for Asset Allocation at TD Asset Management, discusses the various scenarios and market implications with MoneyTalk’s Greg Bonnell.
January 17, 2024
Stocks / Economy / Canada / International / Trading Ideas / News / Big Picture

Why a cautious approach may be needed for Canadian equities in the year ahead

Equity markets posted strong returns at the end of last year on expectations of potential rate cuts as early as March. Michael O’Brien, Head of the Core Canadian Equity Team, TD Asset Management, explains why he thinks investors should manage their expectations for equities as 2024 gets underway.
January 16, 2024
Stocks / Economy / Energy / Canada / International / Trading Ideas / News / Big Picture