Whether it's the global pandemic, the tragic invasion of Ukraine by Russia, or a new rate hike cycle, the first few months of 2022 have been challenging for markets and investors.

新一期的TDAM Talks廣播，道明財富副總裁兼道明資產管理有限公司銷售支援、傳播與數碼策略主管Ingrid Macintosh歡迎道明資產管理有限公司管理總監兼資產分配和金融衍生工具團隊主管Michael Craig蒞臨。他們一同討論了投資市場的現況、誘發事件，以及觸及人類傷忙以外的話題──烏克蘭衝突，會如何影響全球增長。

重點包括：

• Whether it be the pace of rising rates or the geo-political conflict in Europe, what is keeping Michael Craig up at night? (0:50)
• What are your expectations for equity market returns this year, given the strong sector rotations we are seeing? (4:25)
• Despite the ongoing volatility, how are money managers protecting portfolios while also finding ways to reward investors by building growth? (5:55)
• What does the commodities landscape look like, how are these leveraged in our portfolios, and where are we with the fossil fuel transition within energy? (8:55)
• "We're on top of this" - what is TDAM's message to investors? (13:30)