Investment Outlook

Welcome to the spring edition of our Investment Outlook, our quarterly review of the markets and TD investments performance.

To introduce you to this spring edition, here is a quick message from our Chief Investment Officer, Michelle McGrade.

Lord Wolfson, Chief Executive of retailer Next, warned last month that "trading conditions feel like walking up a down escalator with a great deal of effort required to remain still". I often use that analogy for life. Sometimes in life we can sprint up the escalator and other times it feels like we’re walking up the down escalator. This analogy holds true when investing in markets too.

Whatever the prevailing conditions, walking up a down escalator can be a necessary survival tactic at times; in life, work and markets. However I share Wolfson’s view that it feels a lot steeper when looking at markets, the world economy and, in the short term, issues such as Brexit.

Markets have always given us a rollercoaster ride and market volatility so far this year is no different from past patterns. The issues facing us are different though. In our Investment Outlook we take a look at how investments fared over the first quarter of this year; you may be surprised by how many positive stories occurred.

We look closely at the performance of TD Recommended Funds as well as discussing the challenges ahead and the themes that we're excited about. We also urge you as investors to make plans that will enable you to keep investing for the long term. Don't lose your nerve when the going gets a little steep up that escalator.

Market Outlook

Download our Investment Outlook as a PDF

The information we provide in this Investment Outlook are opinions provided by TD or one of its partners on whether to buy a specific investment. None of the opinions we provide are a personal recommendation, which means we have not assessed your investing knowledge and experience, your financial situation or your investment objectives.

Investors should be aware that the value of investments can fall as well as rise, you may get back less than you invested. If you are unsure about the suitability of a particular investment you should speak to a suitably qualified financial adviser.

Market Outlook
 


The first quarter of 2016 hasn’t been all bad for the markets... no, seriously, there’s plenty to be confident about!

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What are TD customers
buying?


Find out what Funds, ETFs and Stocks people have been buying over the last three months.
 

See what people are buying

Investment
Opportunities - Contrarian


When markets are volatile it's worth holding your nerve. It might also be the right time to be a bit contrarian.

What are contrarian opportunities?

TD Recommended Funds Update

In light of these market conditions, find out how our TD Recommended Funds performed in the first quarter of 2016 – there were some excellent performances amongst those on the list. You can also find out how each of the funds has performed over the last few years.

Our fund recommendations are the result of a good deal of detailed work and drawn from the whole of the market, with Morningstar providing unbiased, in depth research that is analysed by our own Investment Team. All recommendations are presented to and approved by TD's Investment Committee.

Remember that each fund is unique and hence exposed to different levels of risk. Some are relatively low risk, whilst others can be very risky and those will only be appropriate for more sophisticated investors.

TD Recommended Funds Performance


Additions and Removals


Upgrades and Downgrades

TD Recommended Funds - Highest and Lowest returns

We reveal which funds are flying right now and those that have hit a bit of a lull but are still interesting.

See what they are

How to...Regularly Invest

It's all about time in the market, not timing the market and Regular Investing could be the ideal tool to help you achieve that.

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