PART ONE: A Chat on Fourth Quarter Market Events aka "The Equity Roundtable"
Trump taking over the white house… AI celebrating an anniversary... As a roundup for the stock market and economic events this quarter, Jose Alancherry hosts Vitali Mossounov and Damian Fernandes who share insights on the past quarter in investing markets. Part One of the Discussion.
TDAM Talks · jose alancherry, Vitali Mossounov, damian fernandes
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Show Notes
As we close out 2024, the U.S. economy remains a focal point, with the election, market trends and shifting economic health all under the microscope as the presidency shifts to Trump 2.0. Meanwhile, the transformative impact of AI on industries is accelerating, driving productivity and industry adoption. Consumer sentiment in the wake of inflation and affordability concerns are reshaping spending habits as companies seek to improve data and AI to deliver personalized products faster. With these key themes at the forefront, what's been the story for 2024 and what might lie ahead for 2025?
Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Vice President & Director, Co-Lead of Research, TDAM and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM for an engaging Q4 roundtable chat about the forces driving change, and how businesses and consumers are adapting to meet new challenges and opportunities.
Highlights:
1:32 What are the key takeaways on the U.S. election, markets and economy?
13:00 What is the current landscape for AI? What impacts have we seen on industries?
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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