Market Update & Outlook
November 24 2022

TDAM Talks Podcast: Always Darkest Before the Dawn - Perspectives Beyond the Volatility

20 min listen

Looking ahead to brighter days beyond the current volatility may be challenging, but a positive shift could be on the horizon for 2023 and beyond. On a new TDAM Talks podcast, Ingrid Macintosh, VP, TD Wealth and Head of Sales Enablement, Content Marketing & Communications, Data Analytics & Digital Strategy, TD Asset Management Inc. (TDAM), welcomes special guest Michael Craig, Managing Director and Head of Asset Allocation, TDAM, to discuss current and future opportunities and reasons for market optimism.

Highlights Include:

  • How are markets thinking about inflation and a recession? (4:15)
  • What is the outlook for mixed portfolios? (5:31)
  • What is the positioning view of the TD Wealth Asset Allocation Committee? (8:29)
  • The power of active management in a challenging market (10:15)
  • Lightning round: Michael's outlook on inflation, the pension gilt crisis in the U.K., and déjà vu – have we been here before? (14:44)

As mentioned in the podcast, don't forget to check out the most recent WAAC Perspectives. You can also visit the TDAM Insights page for our latest market commentary.

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