PART THREE: A Chat on Fourth Quarter Market Events aka "The Equity Roundtable"
What does inflation mean to consumers and how are the giants in merchandising adapting to this market? Listen in to the third part of the discussion where Jose speaks to Vitali and Damian about the changes in consumer trends and whether we've entered a Brave New World or if markets will revert to pre-2019 ways. Also, tune in to all three parts of this Q4 Roundup now available on your preferred podcast platform! Happy Holidays!
TDAM Talks · Vitali Mossounov, jose alancherry, 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:
1:00 - Are consumers back in an optimistic mood?
3:50 - How have consumer's preferences changed? Are we going back to 2019 or have habits changed?
12:30 - Holiday gift ideas for the roundtable contributors?
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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