Sign up to save your podcasts
Or
Share An Equity Roundtable chatting about Third Quarter Market Events - PART THREE
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
An Equity Roundtable chatting about Third Quarter Market Events - PART THREE
Equity markets experienced a period of relative calm with a strong bull run that lasted approximately 18 months. With different themes and market-driving factors, our portfolio managers have plenty of interesting topics to discuss. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Damian Fernandes, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q3 roundtable chat on equity markets.
In this third part of the chat, our portfolio managers discuss the possibilities of a global industrial supercycle, the current state of markets, and whether market conditions in 2024 were in line with expectations.
Highlights include:
1:45Is there a global industrial supercycle at play? 4:502024 so far: were there any surprises or has it gone as expected?8:28Is there capital sitting on the sidelines? Is this a slow-moving opportunity?10:00Reflections, book recommendations and movies: what did Ben and Damian enjoy over the summer?
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
View all episodes
By TD Asset Management, TDAM, Ingrid Macintosh
5
11 ratings
Equity markets experienced a period of relative calm with a strong bull run that lasted approximately 18 months. With different themes and market-driving factors, our portfolio managers have plenty of interesting topics to discuss. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Damian Fernandes, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q3 roundtable chat on equity markets.
In this third part of the chat, our portfolio managers discuss the possibilities of a global industrial supercycle, the current state of markets, and whether market conditions in 2024 were in line with expectations.
Highlights include:
1:45Is there a global industrial supercycle at play? 4:502024 so far: were there any surprises or has it gone as expected?8:28Is there capital sitting on the sidelines? Is this a slow-moving opportunity?10:00Reflections, book recommendations and movies: what did Ben and Damian enjoy over the summer?
For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
More shows like TDAM Talks
View all
Investing Insights
490 Listeners
Motley Fool Money
3,174 Listeners
Masters in Business
2,186 Listeners
Build Wealth Canada Podcast
13 Listeners
Odd Lots
1,770 Listeners
Trillions
192 Listeners
The Rational Reminder Podcast
435 Listeners
The Compound and Friends
2,050 Listeners
The Long View
882 Listeners
The Canadian Investor
82 Listeners
The Loonie Hour
10 Listeners
Market Call
13 Listeners
Long Term Investing - With Baskin Wealth Management
6 Listeners
TLDR
31 Listeners
In the Money with Amber Kanwar
6 Listeners