Macro
November 25 2018

Macroeconomic Uncertainly and Stock Selection

15 min read

Emin Baghramyan, CFA, Managing Director, TD Asset Management; Tianyu Tan Vice President, TD Asset Management

Nearly a decade after the end of the 2008-2009 U.S. housing crisis, which swiftly morphed into the largest global economic contraction and the worst market downturn since the Great Depression, investors are currently exhibiting heightened sensitivity to the prevailing macroeconomic environment; and its impact on financial markets.

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