TDAM Talks Podcast: Nowhere To Hide – Looking Beyond Your Investment Portfolio Sticker Shock

Published: 28/06/2022

Market Perspectives +
clock20 Minutes =
Current Insights

On a new TDAM Talks podcast, Ingrid Macintosh, VP, TD Wealth and Head of Sales Enablement, Content Marketing & Communications, Data Analytics and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes special guest Justin Flowerday, Managing Director and Head of Public Equities, TDAM. 

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Together, they discuss the current state of equity markets, central bank activity, and the challenging landscape for investors who are in the face of a bear market, before closing things off with a spontaneous Lightning Round.

Highlights include:

  • The current state of markets and where we should focus (1:40)
  • What factors have been driving inflation (3:30)
  • What is the Central Bank up to and what can we see going forward (6:35)
  • Central Banks can only do so much to control inflation - what is our outlook with respect to global supply chains (8:05)
  • Lightning Round, Equity Markets edition – Justin's take on the Financial Sector, Energy, Technology, and Market Cap Bias (10:40)

Please visit the TDAM Talks page page for more podcasts, and send us an email at td.tdamtalks@td.com to provide feedback or recommend future topics. 

As mentioned in the podcast, you can find the new edition of WAAC Perspectives on the TD Asset Management site along with more of our latest thought leadership and commentary.

Also, remember to follow us on social media (Twitter and LinkedIn) for the latest insights.


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