The ETF Experience

TD Asset Management

Welcome to The ETF Experience Podcast, powered by TDAM Talks! Host, Chiara Carozzi, meets with guests monthly to explore the trends, sectors and stories shaping the markets Exchange Traded Funds invest in. From the latest in technology and real estate to emerging global opportunities, we'll bring you insights from the experts behind TD ETFs. Join us as we explore the investment landscape driving growth and innovation. Follow this podcast on your favourite app to stay up-to-date and get immersed in the ETF Experience!

Episodes

  1. 2024-09-09

    Talking Travel: Growth in Sector That's Taken Off

    The travel sector has been experiencing remarkable and sustained growth in the wake of renewed interest post-pandemic. As domestic travel in the U.S. reaches new heights, technological advancements and a shift in consumer spending from goods to services among developed markets are boosting the sector. Despite global uncertainties, travel remains resilient, revealing significant investment opportunities in a dynamic and evolving market. Join Chiara Carozzi, Business Development Manager, TD Asset Management Inc. (TDAM) and Damian Fernandes, Managing Director, Portfolio Manager, TDAM in our inaugural ETF Experience Podcast, powered by TDAM Talks, as they dive into the thriving travel sector including cyclical and structural growth factors, opportunities to watch for, and how the sector might look going forward.  Highlights include:   1:39 What are the main factors driving the travel boom? 5:44 Is the current growth trend sustainable? 8:08 How do we identify companies with strong growth potential in the sector? 10:37 How might new regulations for short-term rental companies impact travel growth?  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/ Email any questions or ideas for future episodes to: td.tdamtalks@td.com Please follow "TD Asset Management" on  LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

    17 min

Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to The ETF Experience Podcast, powered by TDAM Talks! Host, Chiara Carozzi, meets with guests monthly to explore the trends, sectors and stories shaping the markets Exchange Traded Funds invest in. From the latest in technology and real estate to emerging global opportunities, we'll bring you insights from the experts behind TD ETFs. Join us as we explore the investment landscape driving growth and innovation. Follow this podcast on your favourite app to stay up-to-date and get immersed in the ETF Experience!