Td wealth management portfolio strategists at TD Wealth

Portfolio strategists at TD Wealth Management suggest that cross-asset correlation patterns point toward equities maintaining a positive risk premium over bonds for the next 6–9 months, favoring equity overweight stances in balanced accounts. “Ares is positioned to capture outsized share gains in massive addressable markets, which are estimated to be worth $200 trillion combined, where Ares Management Corporation (NYSE:ARES) currently represents less than 0.5%,” the investment group stressed. TD Securities chief executive Tim Wiggan on Monday committed to boosting returns to 13 per cent by 2029. Recent positioning data reviewed by TD Wealth Management points to increased institutional buying in healthcare and biotech sectors as defensive growth hedges. FDA approval trends and robust R&D pipelines may catalyze a 10–12% sector rally by late