A slowing Chinese economy, Brexit and continued trade tension between the U.S. and China are the key factors impacting markets. Kim Parlee talks to Bruce Cooper, CEO and CIO at TD Asset Management, about the changes to asset allocation for equities and fixed income stemming from these factors.
Why the move on equities to overweight from neutral?
Why the move on fixed income to underweight from neutral?
Why is this CIO more optimistic about stocks today than 6–12 months ago.