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 

 

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