Is the Fed done hiking interest rates?
The U.S. Federal Reserve meets this week as markets again focus on interest rates and the state of inflation. Mike MacBain, CEO and CIO of East Coast Fund Management, discusses the Fed’s potential...
View ArticleArtificial Intelligence: Implications for the labour market
AI is expected to have a profound impact on the employment landscape in coming decades. Kim Parlee discusses the investment implications with Bill Priest, Executive Chairman and Co-Chief Investment...
View ArticleCanadian inflation is rising again: Will the Bank of Canada have to hike?
With inflation rising to 4% in August, will the Bank of Canada need to hike interest rates again? MoneyTalk’s Greg Bonnell discusses with Robert Both, Macro Strategist with TD Securities.
View ArticleBrad Simpson on the Fed, inflation, and portfolio management
Brad Simpson, Chief Wealth Strategist at TD Wealth, speaks with Greg Bonnell about the latest U.S. Federal Reserve interest rate decision, the state of the economy, and the implications for markets.
View ArticleNavigating uncertainty: Breaking down the quarterly performance of Canada’s...
Canada’s big banks posted results that missed analyst expectations as they grapple with loan risks and a slowing economy. Kim Parlee speaks with Mario Mendonca, Managing Director at TD Cowen, about the...
View ArticleAre investors focusing too much on interest rates?
Markets have been drifting lower as investors continue to weigh the impact of interest rates staying higher for longer. Peter Hodson, Founder and Head of Research at 5I Research, explains to Greg...
View ArticleBrad Simpson on why a bond bull market is still in place
September has been a challenging month for investors as they face numerous headwinds, including economic uncertainty, sticky inflation, and soaring bond yields. Brad Simpson, Chief Wealth Strategist at...
View ArticleWhat bond yields are telling us about the economy and markets
Bond yields are rising as investors focus on the state of the U.S. economy and interest rates. Michael Craig, Head of Asset Allocation at TD Asset Management, speaks with Greg Bonnell about what he...
View ArticleCan a cooling U.S. job market rein in its resilient economy?
The most recent U.S. jobs data suggests the employment sector may be showing signs of cooling. Rannella Billy-Ochieng’, Senior Economist at TD, speaks with Anthony Okolie about the implications for the...
View ArticleManaging risk: How geopolitical concerns could impact markets
The Israel-Gaza conflict has some investors assessing how to manage risk in the current market environment. Alexandra Gorewicz, Vice President & Director, Active Fixed Income, Portfolio Management...
View ArticleWhat a rise in geopolitical risks could mean for oil prices
The conflict involving Israel and Hamas in Gaza has been raising concerns about stability in the energy sector. Greg Bonnell speaks with Hussein Allidina, Head of Commodities at TD Asset Management,...
View ArticleMeasuring the market impact of rising global risks
The conflict between Israel and Hamas is adding more uncertainty to markets already grappling with higher geopolitical risk and rising volatility. Michael Craig, Head of Asset Allocation at TD Asset...
View ArticleWhy insurance stocks may warrant a closer look
When it comes to the financial sector the focus tends to be on banks. Benjamin Gossack, Managing Director and Portfolio Manager at TD Asset Management, speaks with Greg Bonnell about potential...
View ArticleCould better days be ahead for Canada’s big dividend stocks?
Canadian dividend stocks have struggled under the weight of high interest rates recently. Are these stocks poised to benefit if rates begin to come down? Michael O’Brien, Managing Director at TD Asset...
View ArticleGrowth surprises have been supporting equity markets. But can that trend...
While there have been no shortages of macro headwinds weighing on equity markets, the major indices are still higher year to date. Jim Kelleher, Director of Research and Senior Technology Analyst at...
View ArticleAs U.S. Treasuries face volatility, corporate bonds chart their own course
U.S. Treasuries have been facing increased volatility recently, while the investment environment for corporate bonds has been a bit more favourable. Benjamin Chim, Vice President and Director, Lead of...
View ArticleHigh U.S. Bond Yields: What it may mean for the Fed and markets
U.S. Treasury yields have reached highs not seen since 2007. Alexandra Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management at TD Asset Management, speaks with Kim Parlee...
View ArticleBank of Canada holds key interest rate unchanged at 5%
The Bank of Canada held its key interest rate steady at 5%, but left the door open for further hikes amid worries over persistent inflation. Anthony Okolie speaks with Sam Chai, Vice President, Active...
View ArticleBOC’s hawkish hold: Threading the needle between softer growth and sticky...
The Bank of Canada kept its overnight rate on hold, but also warned about persistent inflation, even as economic growth slows. Andrew Kelvin, Head of Canadian and Global Rates Strategy at TD...
View ArticleMiddle East Crisis: The implications for gold and oil stocks
The conflict between Israel and Hamas has led to increased volatility for several commodities, including oil and gold. Jennifer Nowski, Vice President, Director and Portfolio Manager for TD Asset...
View ArticleIs ‘irrational exuberance’ helping to drive equity market resilience?
Stock markets have proved to be resilient despite facing headwinds such as high interest rates, increased geopolitical risks and an uncertain economic outlook. Phil Davis, founder of Philstockworld.com...
View ArticleThe ‘surprise’ scenario pushing Treasury yields to 5%
The U.S. 10-year Treasury has been hovering near the 5% level as investors weigh the impact of strong monetary policy and loose fiscal policy. Hafiz Noordin, Vice President, Director & Active Fixed...
View ArticleThree tax changes you should know about
Recent regulatory changes could impact the tax filings of some Canadians. Nicole Ewing, Director of Tax and Estate Planning at TD Wealth, discusses some of the new rules and their potential impact with...
View ArticleHow Canada’s population growth may fuel opportunities for real estate investors
Canada’s real estate sector is still feeling the weight of high interest rates. However, Colin Lynch, Head of Global Real Estate Investments at TD Asset Management, says high immigration levels should...
View ArticleFed holds rates steady at a 22-year high
The Federal Reserve held its key interest rate steady for a second consecutive meeting, but did not to rule out another increase amid persistent inflation. Anthony Okolie speaks with Hafiz Noordin,...
View ArticleBrad Simpson: Investing in an era of divergent global growth
Even as the U.S. economy shows its resilience, other global economies are beginning to falter under the pressure of high interest rates. Brad Simpson, Chief Wealth Strategist at TD Wealth, discusses...
View ArticleIs the Fed done hiking rates? It’s complicated
The U.S. Fed kept interest rates steady for a second straight meeting, fueling speculation the central bank is done tightening. Chris Whelan, Senior Canada Rates Strategist and Head of Portfolio and...
View ArticleHow volatility could provide new opportunities for long-term investors
Markets have been facing increased volatility amid concerns about economic growth and high rates. Anna Castro, Senior Portfolio Manager and Head of Retail Asset Allocation at TD Asset Management,...
View ArticleFinding market opportunities amid headwinds
Markets have started November on stronger footing than previous months, but can that momentum continue? David Sekera, Chief U.S. Market Strategist with Morningstar Research, discusses current market...
View ArticleWhy oil’s recent price slump may not last
The price of oil has been weighed down recently by concerns about geopolitics and global demand. Bart Melek, Global Head of Commodity Strategy at TD Securities, tells MoneyTalk’s Greg Bonnell why he...
View ArticleWhy an earnings season uptick could be a positive for stocks
Most S&P 500 companies have reported earnings that have beat expectations in this latest quarter. Damian Fernandes, Managing Director and Portfolio Manager at TD Asset Management, explains why the...
View ArticleLatest U.S. CPI reading suggests Fed may be done, creating possible tailwind...
U.S. Consumer Prices were little changed in October suggesting the U.S. Federal Reserve may be done hiking rates. Scott Colbourne, Managing Director and Head of Active Fixed Income at TD Asset...
View ArticleFixed Income ETFs attracting capital as investors consider end of rate hikes
Recent U.S. inflation data is fueling speculation the Federal Reserve’s hiking cycle has run its course. Andres Rincon, Head of ETF Sales and Strategy at TD Securities, says fixed income ETFs are...
View ArticleWhy gold could hit an all-time high by the first half of 2024
The price of gold has been benefiting from expectations the U.S. Federal Reserve may be done hiking interest rates. Daniel Ghali, Senior Commodity Strategist at TD Securities, explains why the precious...
View ArticleAs Canadian inflation slows, rate cut expectations grow
Canada’s inflation cooled to 3.1% in October. Robert Both, Macro Strategist with TD Securities, discusses the latest readings and the implications for the Bank of Canada’s monetary policy with...
View ArticleWhy market volatility could remain even if rate hikes may be done
Recent inflation data is raising expectations the interest rate tightening cycle may have run its course. Justin Flowerday, Head of Fundamental Equities at TD Asset Management, tells Kim Parlee why...
View ArticleCanadian consumers still spending but inflation taking a toll
With the holiday shopping season underway, the Canadian consumer is still showing a willingness to spend. However, Maria Solovieva, an Economist at TD, says high inflation is weighing on sentiment. She...
View ArticleBeata Caranci: Inflation outlook improving, but not tamed yet
Recent economic data has signaled so-called “sticky” inflation may be showing signs of becoming “unstuck.” Beata Caranci, Chief Economist at TD, tells Kim Parlee why the battle against inflation may...
View ArticleWill 2024 be the year for bonds some were expecting in 2023?
The bond market had its best month in almost 40 years in November. Hafiz Noordin, Vice President and Director for Active Fixed Income Portfolio Management at TD Asset Management, explains why the...
View ArticleBank of Canada holds key interest rate steady at 5% for third straight decision
The Bank of Canada held its key interest rate steady at 5%, highlighting that higher interest rates are clearly restraining spending. Anthony Okolie speaks with Francis Fong, Senior Economist at TD,...
View ArticleWhy the Bank of Canada says the inflation fight may not be over yet
The Bank of Canada did as expected by keeping rates on hold. Andrew Kelvin, Head of Canadian and Global Rates Strategy with TD Securities, explains why the central bank is likely keeping the...
View ArticleWhat to expect from Canadian stocks in 2024
It’s been a somewhat volatile ride for the TSX this year amid ongoing fiscal and economic uncertainties. Michael O’Brien, Head of the Core Canadian Equity Team at TD Asset Management, looks at the...
View ArticleThe global events to watch in 2024 and the implications for markets
From geopolitical conflicts to market volatility, there has been no shortage of news and events for investors to consider this year. Kevin Hebner, Global Investment Strategist at TD Epoch, discusses...
View ArticleSticky inflation creates murky path for the U.S. Fed
Markets are looking to Fed rate cuts in 2024, but with inflation still sticky, what could the timing be? MoneyTalk’s Greg Bonnell discusses with Alexandra Gorewicz, VP & Director, Active Fixed...
View ArticleFed holds rates steady and pivots toward cuts in 2024
The Federal Reserve held its key interest rate steady for a third time but signaled inflation had cooled more rapidly than anticipated, setting the table for multiple cuts in 2024. Anthony Okolie...
View ArticleBrad Simpson: Why diversification is key for the year ahead
As the U.S. Fed signals numerous rate cuts could be on the way in 2024, the focus for investors is shifting to the year ahead for markets. Brad Simpson, Chief Wealth Strategist at TD Wealth, discusses...
View ArticleHow the rise of the Magnificent 7 compares to market trends of the past
The rise of the Magnificent 7 tech stocks has been a key driver of the S&P 500 this year. That’s led to comparisons being made to market trends of the past, including the dot-com bubble. Phil...
View ArticleMichael Craig on key investing themes to watch in 2024
As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates...
View ArticleHow Canada’s big banks are preparing for economic uncertainty in 2024
Canadian banks put in a mixed showing in their latest quarterly results, amid concerns about mortgage maturities and slowing growth. Kim Parlee discusses the potential headwinds and tailwinds for the...
View ArticleGearing up for 2024: Tax and rule changes coming in the new year
As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative...
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