DiscoverTDAM TalksThe ETF Experience | The Growth is in The Air - How Travel Moves the Market
The ETF Experience | The Growth is in The Air - How Travel Moves the Market

The ETF Experience | The Growth is in The Air - How Travel Moves the Market

Update: 2025-08-20
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Cut through the clouds with Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Jose Alancherry, Vice President, Client Portfolio Management, TDAM, to learn what's fueling domestic travel growth in Canada, how aerospace and defense are correlated, and how investors might think about exposure to these industries through ETFs. Buckle up and tune in to find out what's making sectors take flight, and why diversification and quality are first-class considerations.

Highlights include:

00:01:35 Current travel trends

00:05:05 How to invest in travel

00:07:30 Why do aerospace and defense share a category?

00:11:10 How to invest in defense

00:16:00 Risk/reward framework of sector investing


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

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

 

 


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The ETF Experience | The Growth is in The Air - How Travel Moves the Market

The ETF Experience | The Growth is in The Air - How Travel Moves the Market

Isabela Sagan, Jose Alancherry