Do Geopolitical Tensions and Oil Shocks Threaten Canada’s Market Outlook? | TDAM Talks

Market volatility has picked up as oil prices and global headlines draw investor attention, raising questions about what truly drives market outcomes. For investors watching the market, this means looking beyond short‑term swings to what tends to matter most over time. That longer‑term view brings earnings and corporate adaptability into focus, and how markets often regain stability as early fears fade. While oil shocks and geopolitical developments form part of the backdrop, what does this environment really mean for Canada’s market outlook? Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM), and Vitali Mossounov, Managing Director, Head of Fundamental Equity Research, TDAM, as they discuss how oil prices, market volatility and global headlines are shaping Canada’s market. Highlights: 00:29 From strong early 2026 optimism to rising uncertainty 02:35 Putting oil shocks in historical context 05:25 Why earnings remain the key driver of market outcomes 11:21 Capital spending, margins, and where growth may come from next 25:31 The TD Wealth Asset Allocation Committee's outlook and positioning For a full transcript of this episode and to watch more podcasts, visit the TD Asset Management Insights page: https://go.td.com/4crhm4x