North American equity markets have continued to make gains this year, despite higher interest rates and concerns about a recession. Benj Gallander, Co-editor of Contra the Heard Investment Letter, speaks with Greg Bonnell about what’s fueling the gains and whether they may continue.
Recession fears and tepid demand from China have weighed on commodities, but according to Jennifer Nowski, Portfolio Manager with TD Asset Management, firms may be better positioned to weather the weakness than in the past. She explains to MoneyTalk Live’s Greg Bonnell.
The S&P 500 entered bull market territory recently, despite ongoing concerns about a potential recession. Jing Roy, Portfolio Manager at TD Asset Management, speaks with Greg Bonnell about whether investors should be considering different asset classes in the current environment.
Most Canadian banks reported quarterly results that missed analysts’ expectations. Mario Mendonca, Managing Director at TD Cowen, speaks with Kim Parlee about the challenges and opportunities for Canadian lenders and the outlook going forward.
