Join Justin Flowerday and Vitali Mossounov on TDAM Talks as they explore how geopolitical tensions, oil price shocks, and inflation are influencing market volatility and Canada’s economic outlook - while explaining why earnings growth remains the key driver for long‑term investors.

TDAM Talks

[email protected] (Justin Flowerday, Vitali Mossounov)

Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?

APR 15, 202630 MIN
TDAM Talks

Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?

APR 15, 202630 MIN

Description

Market volatility has picked up as oil prices and global headlines draw investor attention, raising questions about what truly drives market outcomes. For investors watching the market, this means looking beyond short‑term swings to what tends to matter most over time. That longer‑term view brings earnings and corporate adaptability into focus, and how markets often regain stability as early fears fade. While oil shocks and geopolitical developments form part of the backdrop, what does this environment really mean for Canada’s market outlook? Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM), and Vitali Mossounov, Managing Director, Head of Fundamental Equity Research, TDAM, as they discuss how oil prices, market volatility and global headlines are shaping Canada’s market. Highlights include:     03:00 From strong early 2026 optimism to rising uncertainty 05:07 Putting oil shocks in historical context 08:05 Why earnings remain the key driver of market outcomes 15:41 Capital spending, margins, and where growth may come from next 33:21 The TD Wealth Asset Allocation Committee's outlook and positioning     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] follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.