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Greg Bonnell speaks with Juliana Faircloth, Vice President, Portfolio Research, TD Asset Management and Evan Chen, Associate, Portfolio Research, TD Asset Management about their outlook for industrial and software stocks...
Markets have been hitting record highs amid speculation about cooling inflation and the potential timeline for rate cuts. Damian Fernandes, Managing Director and Portfolio Manager with TD Asset Management, says while much of the focus has been on macroeconomic factors, a key market driver has been strong corporate earnings....