Market Valuations In Focus Amid Rising Risks

TD Wealth 5.19K Followers Follow Summary Morningstar deems the U.S. market to be undervalued, but that's mainly due to seven mega-cap stocks trading at a discount. Significant macroeconomic risks could drive near-term volatility through September and the rest of 2026. Longer-term opportunities may remain in growth, software and leading AI companies. John Blottman/iStock via Getty Images As investors grapple with higher bond yields, oil prices and economic uncertainty, where could opportunities emerge? David Sekera, Chief U.S. Market Strategist with Morningstar Research, shares his outlook on market risks, valuations, and the sectors he sees as potentially attractive. This article was written by TD Wealth 5.19K Followers Follow TD Wealth is an integral part of the TD Bank Group, which has approximately 24 million customers worldwide, 85,000 employees and CDN $1 trillion in assets on April 30, 2015. In Canada, TD Wealth services customers through: · TD Direct Investing which provides clients access to the information, tools and support that empower them to invest for themselves with confidence. · TD Wealth Private Client Group, which provides discretionary wealth management for high net worth clients and businesses. · TD Wealth Private Investment Advice provides full service brokerage for investors who want a high level of tailored advice and solutions. · TD Wealth Financial Planning develops and implements a financial plan for individual clients. At TD Wealth, whether you invest yourself or benefit from the knowledge provided by your advisor, you gain access to some of the industry's most highly regarded investment analysts, economists and market strategists.