How Global Markets Are Breaking Records Despite Volatility Fears | Portfolio Manager Views Podcast

Markets are moving higher even as headlines focus on risk and uncertainty. So why do asset prices keep climbing when so many investors expect the opposite? In this episode, you'll hear why markets may not be “getting it wrong,” with a closer look at earnings growth, strong cash flows, and large‑scale investment tied to AI. The broader picture highlights why fundamentals often carry more weight than near‑term concerns. Join Benjamin Gossack and Damian Fernandes, Managing Directors and Portfolio Managers at TD Asset Management Inc., as they explore what’s driving global markets today. Highlights: 01:30 Why markets can reach new highs during wars and major geopolitical shocks, and why fundamentals are often underestimated 05:40 How AI driven capital spending is supporting earnings 09:45 How cash flow growth, rather than short term forecasts, supports long term outperformance 17:54 When portfolios look diversified but still depend on the same market trend