An Equity Roundtable chatting about Third Quarter Market Events - Part One
Episode description
Equity markets experienced a period of relative calm with a strong bull run that lasted approximately 18 months. With different themes and market-driving factors, our portfolio managers have plenty of interesting topics to discuss. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Damian Fernandes, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q3 roundtable chat on equity markets.
In this first part of the chat, our portfolio managers chat about the bull run that started in the summer of 2022, recent market volatility, and the importance of fundamental research in investing.
Highlights include:
- Was the recent market volatility concerning? How did you react? (2:15)
- Has the market structure evolved in recent times? (8:05)
- What is the importance of fundamental research in investing? (10:20)
- Prices can drive sentiment; how does this affect TDAM's investing approach? (12:42)
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: td.tdamtalks@td.com
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