Q3 Market Perspectives, Discussing "Vibecessions", and AI Stocks: Tech Sector Bubble Incoming?

Market Perspectives - Q3

In the latest quarterly Market Perspectives publication, the TD Wealth Asset Allocation Committee provides its outlook for the economy and key asset classes. Highlights include:

• Quarterly economic review: As global economic momentum improved, the Bank of Canada and European Central Bank saw rate cuts while in the U.S., consumer spending slowed despite a robust job market and reduced household borrowing.
• Fueling AI: What impact could artificial intelligence have on electricity demand going forward
• Asset class positioning and outlook: The Committee was neutral on equities and alternatives to close out the quarter, with a modest overweight to fixed income and modest underweight to cash and cash equivalents.

Learn more | ? 10 minutes

?? TDAM Talks Podcast – Breadth of Experience: Q2 Roundtable Chat on Equities

Join Damian Fernandes, CFAManaging Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Benjamin Gossack, CFA, Managing Director, Portfolio Manager, TDAM, and Jose Paul Alancherry, CFA, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q2 roundtable chat on the equity market. Key topics include:

• Exciting and terrifying: Diversification difficulties stemming from AI spending;
• Portfolio construction: Looking beyond the top ten holdings;
• Observations from the field: What is the investor community concerned about?

?? Listen now | ? 45 minutes

Missed a Recession, But Not a Vibecession

Despite signs of a strong U.S. economy and markets at all-time highs, many investors are increasingly concerned about their financial outlook, leading to the new term, "vibecession". Click here for insights on how perception vs. reality comes into play for investors in a politically-charged economy. | ? 5 minutes

U.S. Investment Solutions from TDAM – Gateway to the World

With the rise of globalization, investment opportunities can arise from anywhere in the world, and U.S. markets have historically represented a gateway to global markets. Click here to learn more about how TDAMs suite of U.S. investment solutions can open the doors to global markets and help investors meet their financial goals. | ? 20 minutes

? Is Booming Demand for AI Stocks Creating a Bubble in the Tech Sector?

The rise of artificial intelligence has led to a boom in stocks related to data centres and chipmakers. Tune in as Juliana Faircloth, CFA , Vice President for Portfolio Research with TDAM, and Evan Chen, CFA CAIA , Associate for Portfolio Research at TDAM, make the bull and bear case on whether this surge in demand is creating a market bubble in the tech sector.| ? 10 minutes

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