EPISODE · Aug 20, 2025 · 17 MIN
The ETF Experience | The Growth is in The Air - How Travel Moves the Market
from TDAM Talks · host Isabela Sagan, Jose Alancherry
Cut through the clouds with Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Jose Alancherry, Vice President, Client Portfolio Management, TDAM, to learn what's fueling domestic travel growth in Canada, how aerospace and defense are correlated, and how investors might think about exposure to these industries through ETFs. Buckle up and tune in to find out what's making sectors take flight, and why diversification and quality are first-class considerations.Highlights include:00:01:35 Current travel trends00:05:05 How to invest in travel00:07:30 Why do aerospace and defense share a category?00:11:10 How to invest in defense00:16:00 Risk/reward framework of sector investing 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] follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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What this episode covers
It's summer, and travel is everywhere right now – on social feeds, in inboxes, and even the stock market. At the same time, global defense budgets are climbing to record highs. These seemingly unrelated trends are shaping markets in real ways, and they're showing up in sectors that investors may be overlooking. For millennials building portfolios in real time, understanding where travel demand and defense priorities intersect could be a game-changer.
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The ETF Experience | The Growth is in The Air - How Travel Moves the Market
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