AI has been one of the biggest drivers of market returns in recent years. But after a period of volatility, investors are asking what comes next. In this episode, we explore whether the AI story is changing, what earnings trends are revealing about the broader market, and whether growth is beginning to spread beyond a handful of stocks and sectors. If market leadership continues to expand, what could that mean for investors in the years ahead?
Join Vitali Mossounov, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM), Juliana Faircloth, Vice President & Director, Co-Head of Public Equity Research, TDAM and Tarik Aeta, Vice President & Director, Co-Head of Public Equity Research, TDAM. as they discuss the outlook for AI, the trends driving markets, and where the next wave of growth could emerge.
Highlights include:
00:52 How research supports investment decisions
04:21 How investment ideas are found and evaluated
10:00 Is the AI investment boom still intact?
17:06 What is driving growth beyond AI?
22:07 Why market optimism may continue
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: td.tdamtalks@td.com
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