When it comes to investing in public equities, a key factor when evaluating a stock is the level and the future path, of profit margins or simply "margins". At the level of individual companies, the path of margins has major implications on the prospect for earnings growth and can drive major shifts in valuations if it is seen to be improving or deteriorating.

Traditional asset allocations like the 60/40 portfolio have historically delivered attractive risk-adjusted returns for many investors. But these days, finding the right asset mix might not be as straightforward.

During this critical time of the year when Canadians are making their Registered Retirement Savings Plan contributions and investment selections, Ingrid Macintosh welcomes Michael Craig and Anna Castro to discuss the power of consistency and diversification, why it's important to have a disciplined path to building wealth and financial health in retirement, and how portfolios can be positioned to help meet long-term retirement goals.

In our 2024 Year Ahead Outlook, the TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.