Are There Any Opportunities in The Stock Market This Spring?
04/24/25 • 24 min
Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM) and Monica Yeung, Vice President & Director, Portfolio Manager, TDAM to dig into where growth is budding, where it might still be frozen, and what's in store for the loonie and volatility in months to come.
Highlights"
(00:00:50) Paint a picture of our current market landscape and some sectors to watch
(00:07:30) How tariff threats might drive policy changes in the coming federal election
(00:09:07) The shift in relative valuation for the U.S.
(00:10:54) Uniquely Canadian core advantages
(00:19:10) What's the outlook for volatility going forward?
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]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM) and Monica Yeung, Vice President & Director, Portfolio Manager, TDAM to dig into where growth is budding, where it might still be frozen, and what's in store for the loonie and volatility in months to come.
Highlights"
(00:00:50) Paint a picture of our current market landscape and some sectors to watch
(00:07:30) How tariff threats might drive policy changes in the coming federal election
(00:09:07) The shift in relative valuation for the U.S.
(00:10:54) Uniquely Canadian core advantages
(00:19:10) What's the outlook for volatility going forward?
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]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
Previous Episode
Stocks and Shocks: A First Quarter Equity Roundtable Part Three
(00:01:02) Long-term view on U.S. equities
(00:03:12) What are earning reports telling modern investors?
(00:06:57 Is economic uncertainty weighing down on consumer behaviour?
(00:09:53) How can investors access opportunity themes in the current fluid environment?
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]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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