Trading Ideas

Will retail winners shift from stay-at-home to leave-the-home in 2021?

As the vaccine rollout evolves around the world, the trajectory of the pandemic will undoubtedly continue to shape the retail industry landscape. Anthony Okolie speaks with Anita Bruinsma, Consumer Discretionary Analyst, TD Asset Management, about the retail trends emerging in 2021.

January 26, 2021

Stocks / Economy / Canada / International / Trading Ideas / News / Big Picture

Keystone XL cancelled: Implications for the Canadian Energy Sector

U.S. President Joe Biden has cancelled the Keystone XL pipeline, which would have taken Canadian oil towards the U.S. Gulf Coast. Anthony Okolie speaks with James Hunter, Global Infrastructure Analyst, TD Asset Management, about the implications for the Canadian energy sector.

January 25, 2021

Stocks / Economy / Energy / Canada / International / Trading Ideas / News / Big Picture

The rise of SPACs: Pros and cons of the “blank cheque company” boom

Special purpose acquisition companies, better known as SPACs raised more funds in 2020 than in the last 10 years combined. Anthony Okolie speaks with Anna Castro, Senior Portfolio Manager, TD Asset Management, about whether the SPAC market can continue that momentum into 2021.

January 18, 2021

Stocks / Economy / Trading Ideas / News / Big Picture

Will people ever go to the movies again?

With many movie theatres shuttered due to the pandemic, leading cinema chains and independent theatres face an uncertain future. Anthony Okolie speaks with Andriy Yastreb, Telecom and Media Analyst at TD Asset Management, about whether theatres can lure audiences back from streaming firms.

January 12, 2021

Stocks / Economy / Canada / International / Trading Ideas / News / Big Picture

Can emerging market tech stocks shine in 2021?

Emerging market tech stocks could be set to outperform in 2021 and beyond thanks to higher growth prospects. Anthony Okolie speaks with Christian Medeiros, Associate Portfolio Manager, TD Asset Management, about key secular trends in emerging market technology.

January 11, 2021

Stocks / Economy / International / Trading Ideas / News / Big Picture

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