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.

在新一期的TDAM Talks播客中，道明财富副总裁兼道明资产管理有限公司销售支持、传播与数字策略主管Ingrid Macintosh欢迎道明资产管理有限公司常务总监兼资产分配和金融衍生工具团队主管Michael Craig的来访。他们共同讨论了投资市场的现状、可能发生的事件，以及乌克兰的冲突——话题触及人员损失之外的范畴——会如何影响全球增长。

重点包括：

• 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)