A Q2 Equity Roundtable with the Portfolio Managers - Part One
Back by popular demand - tap into the insights of two equity portfolio manager's as they discuss the current state of markets. This is a part one of a three part discussion.
TDAM Talks · damian fernandes, ben gossack, Jose Alancherry
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Show Notes
Given the exceptional strength of the equity market in the second quarter, the global indices inching towards all-time highs and the growing dissonance in investors' market perceptions, our portfolio managers have a plethora of engaging topics to discuss. Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Benjamin Gossack, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q2 roundtable chat on the equity market.
In this first part of the chat, our portfolio managers discuss the emerging global industrial supercycle, underlying fundamentals pushing equity markets to new highs and the diversification difficulties arising from the new Artificial Intelligence (AI) theme.
Highlights include:
Global industrial supercycle: Are industrials the real generals of this market? (1:10)
A party is going on in the markets - Why are investors disinterested? (2:55)
Do the fundamentals justify the equity market performance? (4:50)
Exciting and terrifying: Diversification difficulties stemming from AI spending (9:00)
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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