Talking Stocks - A Focus on Global Equity

Equities have long been considered a strong source for capital appreciation and portfolio diversification, often outperforming all other types of asset classes, with the end goal of helping investors to achieve their financial goals. However, within the last few years, Canadian investors have been exposed to growing volatility within equity markets amid a backdrop of high inflation and resulting increases in interest rates. In this ENCORE episode of our Breadth of Experience podcast series, host Jason McIntyre, Vice President, Head of Retail Distribution, TD Asset management Inc. (TDAM), welcomes Damian Fernandes, Managing Director, TDAM, to discuss the current macro-economic environment, the pros and cons of different investment vehicles and what TDAM continues to focus on within the global equity space. Highlights include: Opportunities in the current macro-economic environment (0:45) Why choose equities over lower risk investment vehicles like GICs? (3:00) How does positive U.S. economic growth (and the "Barbenheimer" effect) tie into global equities? (6:33) The breadth of experience within TDAM's fundamental equities team (9:00) A deep dive into TDAM's global equity focused solutions (11:35)

Episode 12 of the TDAM Talks podcast, hosted by damian fernandes, TD Asset Management, Jason McIntyre, tdam, titled "Talking Stocks - A Focus on Global Equity" was published on December 27, 2023 and runs 18 minutes.

December 27, 2023 ·18m · TDAM Talks

Summary

Equities have long been considered a strong source for capital appreciation and portfolio diversification, often outperforming all other types of asset classes, with the end goal of helping investors to achieve their financial goals. However, within the last few years, Canadian investors have been exposed to growing volatility within equity markets amid a backdrop of high inflation and resulting increases in interest rates. In this ENCORE episode of our Breadth of Experience podcast series, host Jason McIntyre, Vice President, Head of Retail Distribution, TD Asset management Inc. (TDAM), welcomes Damian Fernandes, Managing Director, TDAM, to discuss the current macro-economic environment, the pros and cons of different investment vehicles and what TDAM continues to focus on within the global equity space. Highlights include: Opportunities in the current macro-economic environment (0:45) Why choose equities over lower risk investment vehicles like GICs? (3:00) How does positive U.S. economic growth (and the "Barbenheimer" effect) tie into global equities? (6:33) The breadth of experience within TDAM's fundamental equities team (9:00) A deep dive into TDAM's global equity focused solutions (11:35)

Episode Description