U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast

The global stock market is entering a new phase as investors grow weary of U.S. mega-cap technology leadership. As U.S. dominance fades, opportunities are opening across international markets and overlooked sectors. At the same time, heavy AI investment is reshaping global supply chains and creating new sources of growth. Market leadership is broadening as strength spreads across regions and sectors. With concentration easing, where are the next opportunities emerging across the global stock market? Join Vitali Mossounov, Managing Director, Head of Fundamental Equity Research, TD Asset Management Inc. (TDAM) and Julien Palardy, Managing Director, Head of Quantitative Investing, TDAM for a discussion on how changing market conditions, AI investment and broader participation are shaping global stock markets in 2026. Highlights include: 00:55 Is U.S. market leadership finally beginning to fade in 2026? 02:25 Why AI investing is no longer about mega cap technology 06:55 How massive AI spending is reshaping global supply chains 08:30 Why broader market participation matters as concentration eases 11:00 What could a broader market mean for low vol strategies? For more information on this episode, the episodes transcript, and other episodes, visit the TD Asset Management Insights page: https://go.td.com/4rKk8WN