Following a banking crisis, where could the market go from here?

April 14, 2023 - 1 minute
James Dixon being interviewed on MoneyTalk.

James Dixon, Director, Family Office Solutions, TD Securities, speaks with MoneyTalk Live on how his team brings the full suite of capital market solutions to family offices and ultrahigh net worth individuals. He discusses what might be next for the market as it recovers from the spotlight-stealing banking crisis. Equipped with key market themes he sees gaining momentum, James answers viewer questions and shares his outlook on how investors might approach portfolio positioning.

Key Takeaways

  • Oil supply including the surprise OPEC+ production cut, the continuous reassuring of supply chains, and the re-militarization efforts around the globe are a few factors that may determine where inflation could level.
  • Regional banks have nearly 70% of commercial real estate loans (Source: Federal Reserve) and the commercial real estate sector has been struggling due to higher financing costs and work-from-home policies.
  • With the tighter lending standards which slows growth and weaker consumer balance sheets, there may be signs of recession. However, with China's recent reopening, it could also have an impact on whether the economy will experience a hard or soft landing.

This episode was recorded on April 4, 2023.

This material is intended to provide commentary on securities markets discussed herein.

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Portrait of James Dixon


Director, Family Office Solutions, TD Securities

Portrait of James Dixon


Director, Family Office Solutions, TD Securities

Portrait of James Dixon


Director, Family Office Solutions, TD Securities

Based in Toronto, James has over 15 years of capital market experience and over 12 years in Foreign Exchange. James started his capital markets career in 2008 and has been with TD Securities since 2016. His responsibilities include providing macro market color, multi-asset hedging advice, asset allocation idea generation, and trade execution services. James has covered the real money, fast money, central banks, and private equity sectors before transitioning to the Family Office space.