As many indices remain near all-time highs, investors may be asking: what's next? What goes up must come down, and with persistent uncertainty around inflation and a soft landing scenario, now might be the right time for investors to consider de-risking their portfolios to ensure a safe harbour if markets shift. But what does that entail, and how can investors navigate this process?

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

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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/