About this episode

The episode discusses the market outlook and investment opportunities for 2026, considering the influences of macroeconomic forces and investor sentiment.

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead. Join David Sykes, Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM) and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch, as they deliver comprehensive insights and key considerations for 2026.

People in this episode

Guests: David Sykes, Kevin Hebner

Topics covered

• market outlook
• investment opportunities
• macroeconomic forces
• policy dynamics
• investor sentiment
• risk management

Keywords

• market performance
• 2026 outlook
• investment risks
• macroeconomic forces
• policy dynamics
• investor sentiment

Mentioned in this episode

Organizations: TD Asset Management Inc., TD Epoch

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