Highlights include:0:05 How U.S policy and rate differences may shape the USD and CAD outlook6:55 Looking at where U.S trade policy might be headed12:15 How inflation trends and leverage may change views on tariffs17:40 What investors should look forward to in 2026 
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&nbsp;&nbsp;Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on&nbsp;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&nbsp;&nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

<description>&lt;p&gt;Highlights include:&lt;/p&gt;&lt;p&gt;0:05 How U.S policy and rate differences may shape the USD and CAD outlook&lt;/p&gt;&lt;p&gt;6:55 Looking at where U.S trade policy might be headed&lt;/p&gt;&lt;p&gt;12:15 How inflation trends and leverage may change views on tariffs&lt;/p&gt;&lt;p&gt;17:40 What investors should look forward to in 2026&lt;/p&gt;&lt;p&gt; &lt;/p&gt;
&lt;p&gt;&lt;p&gt;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&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;Email any questions or ideas for future episodes to: td.tdamtalks@td.com&lt;/p&gt;&lt;p&gt;Please follow "TD Asset Management" on&amp;nbsp;&lt;/p&gt;&lt;p&gt;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;/p&gt;&lt;br/&gt; &lt;p&gt;Hosted by Simplecast, an AdsWizz company. See &lt;a href="https://pcm.adswizz.com"&gt;pcm.adswizz.com&lt;/a&gt; for information about our collection and use of personal data for advertising.&lt;/p&gt;</description>

In this THIRD and FINAL episode of a three-part market update series, our Breadth of Experience panel brings perspective from the Asset Allocation and Fixed Income teams at TD Asset Management Inc. (TDAM) to explore the forces shaping today's investment landscape. From shifting policy dynamics to changing growth patterns, the discussion offers a well-rounded take on how markets are evolving. What can investors take away from the mix of opportunities and risks unfolding across regions?

TDAM Talks

The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Three

The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Three

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