Markets are moving higher even as headlines focus on risk and uncertainty. So why do asset prices keep climbing when so many investors expect the opposite? In this episode, you'll hear why markets may not be “getting it wrong,” with a closer look at earnings growth, strong cash flows, and largescale investment tied to AI. The broader picture highlights why fundamentals often carry more weight than nearterm concerns
Join Benjamin Gossack and Damian Fernandes, Managing Directors and Portfolio Managers at TD Asset Management Inc., as they explore what’s driving global markets today.
Highlights include:
01:30 Why markets can reach new highs during wars and major geopolitical shocks, and why fundamentals are often underestimated
05:40 How AIdriven capital spending is supporting earnings
09:45 How cashflow growth, rather than shortterm forecasts, supports longterm outperformance
17:54 When portfolios look diversified but still depend on the same market trend
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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