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Real estate, infrastructure and the opportunity as rates fall [Video]

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Of course, big technology stocks have been in favor among investors for a while now. But interest rates are trending lower. Could we begin to see more opportunity in some of the other sectors of the market, like real estate, infrastructure? Joining us now to discuss, Jeff Evans, VP, Director, and Lead of Empirical Research and PM Support at TD Asset Management. Jeff, welcome to the program, your first time on the show.

Excellent. Great to be here. Thanks for having me on.

All right. We always do this with new guests. Introduce yourself a little bit to the viewers. Discuss your coverage area.

Sounds great. I’ll give you the very high-level summary. So I spent about 20 years on the sell side, in quantitative and empirical research, at a number of different Canadian broker dealers. And about seven years ago, I had the opportunity to join TDAM and largely …

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