2024 has been a turbulent year for commodities, marked by record highs and surprising lows across the sector. From Donald Trump's recent presidential victory to global economic and political uncertainty, and the rapid growth in energy demand driven by the electric vehicle boom, investors may face ambiguity in the commodities market. How has 2024 shaped up for the ever-changing sector and what's in store in 2025?
Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Hussein Allidina, CFA, Managing Director, Head of Commodities, TDAM and Humza Hussain, CFA, Vice President & Director, TDAM, as they review the key events shaping commodities over the past year, and explore what lies ahead.
Highlights include:
1:07 How might Donald Trump's recent presidential victory impact commodity prices?
2:27 What's the story behind recent gold prices?
3:58 What might be ahead for Energy given the growth of electric vehicles?
8:50 How did commodities perform in 2024, and how did TDAM's dedicated commodities strategy perform in comparison?
12:56 How might investors rebalance their portfolios to increase their commodity exposure?
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
Email any questions or ideas for future episodes to: td.tdamtalks@td.com
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