AFMC - TDAM Panel On 2024 Opportunities And Risks To Watch
2024-01-23 06:30:00 ET
Summary
- Why 2024 won't be the same as 2023 for equity markets.
- Are bonds getting last year's rally this year?
- How the U.S. election could impact markets.
Whether it be slowing growth, upcoming U.S. elections or numerous geopolitical concerns, there is no shortage of potentially market-moving events that could impact investor sentiment. Kim Parlee discusses how to approach the year ahead with David Sykes, Chief Investment Officer at TD Asset Management, and Michael Craig, Head of Asset Allocation and Derivatives, at TD Asset Management.
Transcript
Kim Parlee: There's an old saying in the stock market - as goes January, so goes the year. Well, so far markets have struggled to build on the big gains seen at the end of last year. And there's certainly no shortage of issues weighing on investor sentiment - slowing economic growth, upcoming US elections, and numerous geopolitical concerns. But our next guests say there are opportunities.
David Sykes, Chief Investment Officer at TD Asset Management, and Michael Craig, Head of Asset Allocation and Derivatives also at TD Asset Management. Nice to have you both here.
Michael Craig: Thanks, Kim.
David Sykes: Hi Kim, thanks for having us.
Kim Parlee: So let's start - I'd like to break up the conversation, if I could, to think about what happened and then, perhaps, what you see a high level 2024 shaping up - risks and then what the actual opportunities are. So let's start with 2023. What did you take away from the year? What did we learn going through 2023?...
TDAM Panel On 2024 Opportunities And Risks To Watch