TDAM Talks

The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views

TDAMDigital@td.com (Colin Lynch, Danny Hong) — Thu, 2 Apr 2026 11:00:00 +0000

Renewable energy infrastructure is increasingly shaped by necessity. Today, energy security, supply chain resiliency, and the need to futureproof infrastructure guide investment decisions. This asset class plays a central role in daily life by delivering reliable energy and essential services. As demand continues to grow, from households to data centres, renewable infrastructure is becoming more integral to how economies function.

Join Colin Lynch, Managing Director, Head of Private Markets, TD Asset Management Inc. (TDAM) and Danny Hong, Vice President & Director, Infrastructure, TDAM as they discuss how changing market forces are shaping renewable energy infrastructure and what this means for investors.

Highlights include:

00:40 What does today's infrastructure environment look like?

04:15 Why infrastructure returns depend on more than owning assets

05:40 How a solar platform scaled over time

07:30 How AI and data centres are driving new demand for renewable energy

09:40 Why infrastructure plays a key role in a diversified portfolio

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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A Strategic Approach to FX Currency Hedging | Minds & Markets

TDAMDigital@td.com (Jafer Naqvi, Mathieu Cote) — Thu, 26 Mar 2026 11:00:00 +0000

In the past, currency was often assumed to act as a natural portfolio offset. Today, long held assumptions are being challenged as correlations evolve and policy dynamics shift. Canadian investors with foreign equity exposure can be impacted by currency movements, even when underlying markets perform as expected.

To frame currency risk more deliberately, investors evaluate hedging costs, volatility, correlation behaviour and market regimes. Understanding the application of strategic frameworks and dynamic hedging is essential. Together, these steps support more intentional management of currency risk across market cycles.

Join Jafer Naqvi, Managing Director, Head of Client Portfolio Management, TD Asset Management Inc. (TDAM), and Mathieu Côté, Vice President, Institutional Client Portfolio Management, TDAM, as they explore how evolving market dynamics are reshaping approaches to currency risk management.

Highlights include:

02:50 How Canadian investors create currency exposure through foreign equity allocations

07:05 Why historical currency-equity relationships may be less reliable

08:10 The four core factors shaping a currency hedging framework

12:00 How dynamic hedging can respond to changing market conditions

16:55 Applying a repeatable, strategic approach to currency risk

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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U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast

TDAMDigital@td.com (Vitali Mossounov, Julien Palardy) — Wed, 11 Mar 2026 11:00:00 +0000

The global stock market is entering a new phase as investors grow weary of U.S. mega‑cap technology leadership. As U.S. dominance fades, opportunities are opening across international markets and overlooked sectors. At the same time, heavy AI investment is reshaping global supply chains and creating new sources of growth. Market leadership is broadening as strength spreads across regions and sectors. With concentration easing, where are the next opportunities emerging across the global stock market?

Join Vitali Mossounov, Managing Director, Head of Fundamental Equity Research, TD Asset Management Inc. (TDAM) and Julien Palardy, Managing Director, Head of Quantitative Investing, TDAM for discussion on how changing market conditions, AI investment and broader participation are shaping global stock markets in 2026.

Highlights include:

00:55 Is U.S. market leadership finally beginning to fade in 2026?

02:25 Why AI investing is no longer about mega cap technology

06:55 How massive AI spending is reshaping global supply chains

08:30 Why broader market participation matters as concentration eases

11:00 What could a broader market mean for low vol strategies?

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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What is the Coast FIRE Retirement Strategy? | The ETF Experience

TDAMDigital@td.com (Ben Gossack, Isabella Sagan) — Wed, 11 Feb 2026 12:00:00 +0000

Think of how much more freedom you might have in retirement if you started building steady investment habits now—that's the idea behind Coast FIRE (Financial Independence Retire Early). Coast FIRE is a strategy where individuals save aggressively today so they can slowly move or "coast" towards part-time, then full retirement, all while letting compound growth do the work along the way. As more people rethink what early retirement could look like, Coast FIRE is becoming a compelling alternative, especially among do-it-yourself investors and busy professionals on a tight budget. But is it the right fit for all investors, and what does it really take to stay on track?

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Benjamin Gossack , Managing Director, Portfolio Manager, TDAM as they examine the Coast FIRE path to retiring early.

Highlights include:

1:30 What is Coast FIRE?

8:15 How ETFs fit into the Coast FIRE retirement strategy

11:25 What matters most: saving early or chasing higher returns?

12:50 What are some mistakes people make when working towards Coast FIRE?

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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The Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views

TDAMDigital@td.com (Hafiz Noordin, Michael Augustine) — Thu, 5 Feb 2026 12:00:00 +0000

Despite the noise from tariff pressures and concerns over fiscal sustainability, fixed income and global bond markets are revealing a more nuanced story—one where resilient business fundamentals and disciplined borrowing remain key anchors. Heightened geopolitical tensions and shifting global power dynamics are reshaping the macroeconomic environment, influencing interest rates, credit conditions, and corporate bond performance. Inflation trends, demographic shifts, and emerging productivity themes such as AI are redefining how investors assess risk and position across the yield curve. What does this evolving backdrop mean for fixed income opportunities and portfolio construction in 2026?

Join Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TD Asset Management Inc. (TDAM) and Hafiz Noordin, Vice President & Director, Active Fixed Income Portfolio Management, TDAM as they explore the evolving fixed income landscape and opportunities across global bond markets.

Highlights include:

0:30 Examining the macro environment for fixed income in 2026

4:25 Assessing the competing drivers behind muddled inflation

7:50 Exploring the tailwinds for corporate bond performance

10:45 What are the opportunities in emerging markets?

14:05 How does fixed income fit into a multi-asset portfolio?

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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A Look at the Year Ahead in Markets in 2026 | TDAM Talks Podcast

TDAMDigital@td.com (Kevin Hebner, David Sykes) — Tue, 6 Jan 2026 12:00:00 +0000

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead.

Highlights include:

00:50 Year in review: looking back on 2025

02:40 Expectations for key asset classes in 2026

10:30 What are some risks and opportunities for the year ahead

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

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The ETF Experience | What's Driving 2026

TDAMDigital@td.com (Isabella Sagan, Damian Fernandes) — Thu, 18 Dec 2025 12:00:00 +0000

Highlights include:

00:50 Core ETFs are making a comeback

03:05 How to position active ETFs in your portfolio

6:10 Balancing income needs with the potential for long-term growth

9:05 Why investors are increasingly looking beyond North America for their ETF investments

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 Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Three

TDAMDigital@td.com (Christian Medeiros, Jose Alancherry, Alex Gorewicz) — Thu, 11 Dec 2025 12:00:00 +0000

Highlights include:

0:05 How U.S policy and rate differences may shape the USD and CAD outlook

6:55 Looking at where U.S trade policy might be headed

12:15 How inflation trends and leverage may change views on tariffs

17:40 What investors should look forward to in 2026

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 Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Two

TDAMDigital@td.com (Jose Alancherry, Alex Gorewicz, Christian Medeiros) — Thu, 27 Nov 2025 12:00:00 +0000

Highlights include:

00:05 Did Southern Europe learn something during the European Debt Crisis and is that now flowing through to other countries?

03:35 Is this the era of fiscal dominance?

12:40 What's different about how we manage money today?

17:25 Breaking down Canadian and U.S. currency

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 Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part One

TDAMDigital@td.com (Alex Gorewicz, Christian Medeiros, Jose Alancherry) — Thu, 20 Nov 2025 12:00:00 +0000

Highlights include:

(3:30) A look back on 2025

(6:00 Are we in a new "bond" era?

(9:50) What is driving yield?

(15:05) How shifting priorities are reshaping markets across regions

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 Podcast | The Hedging Effect: Managing Currency Risk

TDAMDigital@td.com (Isabella Sagan, Rachana Bhat) — Thu, 13 Nov 2025 12:00:00 +0000

On this episode of The ETF Experience ... Have you ever looked at your ETF investments with international holdings and wondered why it went down even though the markets in other regions went up? The answer often comes down to currency risk. Currency can sometimes make your returns feel like you're riding a roller coaster - one moment you're up and the next you're down. Understanding how it affects your investments and how currency hedging can help smooth out the ride in your portfolio is key. Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Rachana Bhat, Vice President & Director, Lead, Investment Grade Credit Portfolio Management, TDAM, as they explore what investors should know about currency hedging. Highlights include: (01:00) What is currency risk? (03:10) What causes currencies to fluctuate? (04:40) When does it make sense to hedge and how can it help with currency risk? (07:10) How do you hedge an ETF? (10:00) Looking at currency themes, what are some opportunities investors should keep an eye on? 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/ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Currency Tide Change: The Impact of a Declining U.S. Dollar

TDAMDigital@td.com (Ingrid Macintosh, Kevin Hebner) — Thu, 6 Nov 2025 12:00:00 +0000

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch as they discuss what a weaker U.S. dollar may mean for investors.

Highlights include:

(00:35) How significant is this move to a weaker dollar?

(02:20) Four reasons why we expect a softer greenback

(07:00) What does this mean for investors?

(11:30) The U.S. government's approach to rebalancing

(20:15) Lightning round: is gold a "buy", will yields spike and how fast could the U.S. dollar fall?

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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Investment Stewardship: The "S'" in ESG

TDAMDigital@td.com (Vanessa Allen, Priti Shokeen, Ingrid Macintosh) — Thu, 23 Oct 2025 11:00:00 +0000

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Priti Shokeen, Managing Director, Head of Sustainable Investment, TDAM and Vanessa Allen, Vice President & Director, Sustainable Investment, TDAM as they break down stewardship, why it matters and how it plays a key role in the sustainable investing approach at TDAM.

Highlights include:

1:55 Breaking down stewardship – what does it mean and why it matters?

5:20 What puts the "S" in ESG

7:15 What can drive a company off course

10:30 How stewardship is playing a role in Indigenous relations

14:30 How the social factors of ESG continue to transform

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 | 4 Mistakes to Avoid When Building an ETF Portfolio

TDAMDigital@td.com (Alexandra Gorewicz, Isabela Sagan) — Thu, 9 Oct 2025 11:00:00 +0000

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), and Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, as they break down the four biggest mistakes investors make when creating an ETF-only portfolio.

Highlights include:

1:45 How to choose the right ETF

4:20 A look under the hood: what to watch out for

7:05 Understanding the cost of an ETF

10:20 Knowing if you are truly diversified

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 | Cracking the ETF Code

TDAMDigital@td.com (Isabella Sagan, Trevor Cummings, Chiara Carozzi) — Thu, 11 Sep 2025 10:30:00 +0000

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), Chiara Carozzi, Relationship Manager, Advisor Distribution, TDAM and Trevor Cummings, Vice President, ETF Distribution, Central Canada, TDAM as they draw on their industry expertise to cut through the confusion and set the record straight on ETF investing – no fluff, all facts.

Highlights include:

1:10 Are ETFs always the cheapest option on the market?

2:35 Can ETFs be traded at any time?

5:30 Do ETFs pay dividends?

7:20 Does a higher AUM (assets under management) = a better ETF?

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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Paving the Way - Real Estate and Infrastructure Update - 2025s First Half and Beyond

TDAMDigital@td.com (Adam Thouret, Ingrid Macintosh, Colin Lynch) — Wed, 3 Sep 2025 11:00:00 +0000

Tune in to listen to Ingrid Macintosh chat with Colin Lynch, Managing Director, Head of Alternative Investments, TDAM and Adam Thouret, Managing Director, Global Infrastructure Investments, TDAM on the podcast to learn what's delivering in real estate and infrastructure—and what's demanding a closer look.

Highlights include:

1:10 Overview of the past six months

6:50 Looking ahead to the next six months

15:00 What one thing people should be thinking about?

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

TDAMDigital@td.com (Isabela Sagan, Jose Alancherry) — Wed, 20 Aug 2025 11:00:00 +0000

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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Cool Rates & Hot Takes, a Chat About the Bond Market - 2025's First Half and Beyond - Summer Series Podcast Episode 3

TDAMDigital@td.com (Lauren Bellai, Ingrid Macintosh, Michael Augustine) — Wed, 13 Aug 2025 11:00:00 +0000

Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) alongside a panel of special guests for the four-part Mid-Year Market Checkpoint – a summer podcast series digging into the headlines across equities, fixed income, alternatives and asset allocation.

Highlights:

00:00:40 Overview of the past six months

00:04:20 Looking ahead to the next six months

00:07:00 Upcoming headline themes to watch

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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A Picnic with Portfolio Managers - 2025's First Half and Beyond - Summer Series Podcast Episode 2

TDAMDigital@td.com (Michael Craig, Ingrid Macintosh, Humza Hussain) — Wed, 30 Jul 2025 11:00:00 +0000

Highlights include:

00:01:05 Overview of the past six months

00:06:50 Looking ahead to the next six months

00:15:00 What's one thing people should be thinking about?

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 Podcast: The Word is Bond - Why Invest?

TDAMDigital@td.com (Isabella Sagan, Rachana Bhat) — Wed, 16 Jul 2025 11:00:00 +0000

Highlights include:

00:02:15 Why should millennial investors consider bonds?

00:05:20 Break it down: what exactly are bonds?

00:07:30 Selling a bond before maturity

00:09:30 Bond ETFs vs. individual bonds

00:12:00 Today's top takeaways

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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Stocks in the Sun - 2025's First Half and Beyond - Summer Series Podcast Episode 1

TDAMDigital@td.com (jeff evans, Justin Flowerday, Ingrid Macintosh) — Wed, 9 Jul 2025 11:00:00 +0000

Highlights include:

00:00:40 Overview of the past six months

00:04:20 Looking ahead to the next six months

00:07:00 Sector-specific insights and opportunities

Stay tuned for our next episode of the Summer Series featuring the TD Asset Management Asset Allocation team!

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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FINALE: Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Three

TDAMDigital@td.com (James Hunter, Damian Fernandes, Jose Alancherry) — Thu, 3 Jul 2025 11:00:00 +0000

Highlights include:

00:00:12 What is driving the global rise in yields?

00:02:50 The current global demand for datacenters and computing

00:09:10 Navigating volatility and opportunities this year

00:13:40 Blue-sky scenario for equities

The panel will be back in two months to discuss the third quarter events in the market - stay tuned!

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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Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Two

TDAMDigital@td.com (James Hunter, damian fernandes, jose alancherry) — Wed, 25 Jun 2025 11:00:00 +0000

The panel aims to answer these questions - what sectors of the Canadian economy seem to be faIring well during this market? Why people really buy fixed income? And, can we really trust politicians to do the right thing?

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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Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One

TDAMDigital@td.com (James Hunter, Jose Alancherry, Damian Fernandes) — Wed, 18 Jun 2025 11:00:00 +0000

Highlights Include:

00:03:53 Perspectives on the last quarter's equity market

00:07:23 What is driving market resurgence?

00:10:24 Are recent policy shifts realistic and sustainable?

00:11:46 The impact of U.S. policy on global economic 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/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: Steady Hands for Smoother Outcomes

TDAMDigital@td.com (Julian Palardy, Chiara Carozzi) — Wed, 11 Jun 2025 11:00:00 +0000

When markets get bumpy, many investors seek stability and it's not always clear how to achieve it without stepping completely into the sidelines. Low volatility strategies have gained attention for their ability to reduce drawdowns and temper portfolio swings, but when and how should investors be incorporating them? Are low volatility strategies just a defensive play, or can they be a long-term core holding? And if you already own fixed income, do you really need to add anything new?

Highlights include:

(00:01:05) What is market volatility and why is managing it so important?

(00:04:10) The impact of low volatility strategies on drawdown effects

(00:09:20) When to enter and exit low volatility strategies

(00:14:05) Do investors need low volatility if they already have fixed income exposure?

(00:16:10) Spotlight on the Quantitative Investing Team

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

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The New Global Order – Reshaping Global Trade, Politics & Investing

TDAMDigital@td.com (Ingrid Macintosh, Kevin Hebner) — Wed, 28 May 2025 11:00:00 +0000

The U.S. has enjoyed unchallenged economic, technological and military dominance globally for several decades, but its hegemony is at risk as a strengthening China has shaken the status quo. The Trump administration seeks to reaffirm the U.S.'s superiority through policies focused on homeshoring, innovation through deregulation, and reducing global reliance on the USD as reserve currency, but with all of these priorities driving policy, what is the future of the new global order? What is the impact on investors as the U.S. renegotiates its position on the global stage?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Kevin Hebner, Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc. as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles.

Highlights include:

(00:01:25) Key themes of the new global order

(00:05:48) Can the U.S. successfully "homeshore" its manufacturing?

(00:12:29) The goal for the U.S. dollar

(00:18:35) Outlook for U.S. and global equity markets

(00:23:32) Prime Minister Mark Carney and Canada's role in the new global order

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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The ETF Experience - The Secret Sauce to a Smarter Portfolio

TDAMDigital@td.com (Trevor Cummings, Chiara Carozzi) — Wed, 21 May 2025 11:00:00 +0000

Highlights Include:

00:00:50 Back to basics: what is diversification?

00:03:00 Can diversification hurt returns?

00:05:50 The right time to diversify

00:07:30 How to approach diversification when building your portfolio

00:11:25 The role of correlation in portfolio construction

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

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100 Days Later: The Market Reacts to Trump’s Policy Blitz

TDAMDigital@td.com (Hussein Allidina, Ingrid Macintosh, Christian Medeiros) — Wed, 7 May 2025 11:00:00 +0000

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Christian Medeiros, Vice President & Director, Portfolio Manager, Asset Allocation, TDAM and Hussein Allidina, Managing Director, Head of Commodities, TDAM, as they discuss what these early decisions mean for Canada's broad investment strategy going forward, how international partners are adapting, the impact on key sectors, and what might be ahead in the next 100 days.

00:01:38 Where trade is today, and how it differs from Trump 1.0

00:04:18 The impact of trade wars on commodities and Canadian producers

00:06:02 Rapid-fire insights on immigration, tax cuts and deregulation

00:22:17 Key diversifying sectors to consider amid market volatility

00:26:09 Setting the stage for the next 100 days

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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The ETF Experience: April Showers, May Flowers: DIY Investing Amid Market Turbulence

TDAMDigital@td.com (TD Asset Management ) — Wed, 30 Apr 2025 11:00:00 +0000

Join our expert trio:

Chiara Carozzi, Relationship Manager, Advisor Distribution at TD Asset Management, who brings a hands-on perspective on client dynamics.

Vitali Mossounov, Managing Director and Head of Fundamental Equity Research at TDAM, who deciphers the macroeconomic currents influencing market swings.

Juliana Faircloth, Vice President & Director of Portfolio Research at TDAM, who unpacks the research and disciplined strategies underpinning resilient investing.

Together, they unpack key topics like the delicate balance between fear and greed, the power of rigorous fundamental research, and how a disciplined investment process can transform market volatility into long-term opportunities. Whether you're a hands-on investor or simply intrigued by the evolving market landscape, this episode offers the insights you need to navigate uncertainty with confidence.

00:01:29 Looking back at the events that shaped the markets

00:03:07 Market pendulum – swinging between fear and greed

00:08:25 Unravelling stock valuations through in-depth research

00:09:51 Rigorous investing approach vs. speculative seasonal trends

00:12:35 TDAM's investing philosophy: grounded in fundamental research

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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Are There Any Opportunities in The Stock Market This Spring?

TDAMDigital@td.com (Ingrid Macintosh, Monica Yeung, Justin Flowerday) — Thu, 24 Apr 2025 11:00:00 +0000

Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM) and Monica Yeung, Vice President & Director, Portfolio Manager, TDAM to dig into where growth is budding, where it might still be frozen, and what's in store for the loonie and volatility in months to come.

Highlights"

(00:00:50) Paint a picture of our current market landscape and some sectors to watch

(00:07:30) How tariff threats might drive policy changes in the coming federal election

(00:09:07) The shift in relative valuation for the U.S.

(00:10:54) Uniquely Canadian core advantages

(00:19:10) What's the outlook for volatility going forward?

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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Stocks and Shocks: A First Quarter Equity Roundtable Part Three

TDAMDigital@td.com (Ben Gossack, Vitali Mossounov, Jose Alancherry) — Wed, 16 Apr 2025 11:00:00 +0000

(00:01:02) Long-term view on U.S. equities

(00:03:12) What are earning reports telling modern investors?

(00:06:57 Is economic uncertainty weighing down on consumer behaviour?

(00:09:53) How can investors access opportunity themes in the current fluid environment?

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

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Stocks and Shocks: A First Quarter Equity Roundtable Part Two

TDAMDigital@td.com (Vitali Mossounov, Ben Gossack, Jose Alancherry) — Tue, 8 Apr 2025 11:00:00 +0000

In this second part of the roundtable chat, our portfolio managers dive into the effects of tariffs on various sectors and industries, policy uncertainty, the framework for security selection and key signals driving it.

(00:01:09) Navigating the stages of AI adoption: Where do we stand?

(00:02:43) Signals driving security selection: price, earnings, valuations

(00:05:33) Market's shifting focus on policy uncertainty

(00:09:08) Tariff effects: cloudy outlook

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

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Stocks and Shocks: A First Quarter Equity Roundtable Part One

TDAMDigital@td.com (Jose Alancherry, Ben Gossack, Vitali Mossounov) — Tue, 1 Apr 2025 11:00:00 +0000

Investing in the market often resembles the experience of a flight: predominantly steady yet intermittently disrupted by turbulence. Investors may currently be facing similar turbulence: the optimism that marked the beginning of 2025, fueled by anticipated pro-business policies and tax cuts, has been tempered by the uncertainties introduced by tariffs.

Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Managing Director, Managing Director, Head of Fundamental Equity Research, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q1 roundtable chat on stocks and shocks driving the markets.

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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Breadth of Experience: The Insights Behind the Results

TDAMDigital@td.com (Justin Flowerday, Jason McIntyre) — Wed, 26 Mar 2025 11:00:00 +0000

Summary:

1:25 FundGrade A+ awards - TD Mutual Funds and TD ETFs win 24 awards in the ….

1:55 What sets TD Asset Management apart? What makes up the portfolio management and research teams?

4:45 What is one thing that makes the biggest difference and generates positive relative performance?

6:00 What are some standout sectors that drive performance and where are we looking for opportunities moving forward?

9:00 What is the example of an opportunity that TDAM uncovered thanks to the unique process?

12:05 Market Uncertainty - how are we navigating through these uncertain times and how does it propel TDAM for investment success in the future?

Also:

24 mutual funds and ETFs managed by TD Asset Management Inc. recognized at the Fundata FundGrade A+® Awards: https://www.td.com/ca/en/asset-management/resources/about-us/awards

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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Now Where Do Bonds Fit In?

TDAMDigital@td.com (Alexandra Gorewicz, Michael Augustine, Ingrid Macintosh) — Wed, 19 Mar 2025 11:00:00 +0000

In the ever-shifting landscape of investments, fixed income often plays a quiet yet crucial role, serving as the backbone that supports and stabilizes portfolios through market turbulence. With inflation proving to be more persistent than anticipated and interest rates keeping investors on edge, this asset class is reclaiming its place in the spotlight. As we navigate this evolving landscape, it's vital to examine what these shifting dynamics mean for investment returns, credit markets, and the significant pool of cash that remains on the sidelines.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, and Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM, as they explore the evolving bond and interest rate landscape, drivers of fixed income returns and ways to access meaningful diversification opportunities through private markets.

0:58 The inflation challenge: key insights for investors

6:05 How does the interest rate narrative play into portfolio construction?

10:48 What role does bond duration play in shaping return potential?

12:44 Fixed income investment cornerstone: more yield, more income and exposure to credit

15:51 Return environment: fixed income portfolios vs. guaranteed investment certificates

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 Podcast | A Bulls and Bears Case for the Stock Market

TDAMDigital@td.com (Trevor Cummings, Michael Formuziewich, Chiara Carozzi) — Tue, 11 Mar 2025 11:00:00 +0000

Financial markets are perpetually in motion, influenced by a multitude of factors that pull investors in opposing directions – what we commonly refer to as bullish and bearish sentiments. Recently, the expectations of U.S. pro-business policies, the U.S. and Canadian monetary policy divergence shifts, and increased interest rate uncertainty have been influencing market movements. In such a volatile market environment, how do investors decide what may support their investment strategies?

Join Chiara Carozzi, Relationship Manager, Advisor Distribution, TD Asset Management Inc. (TDAM), Trevor Cummings, CIMA, Vice President, ETF Distribution, Central Canada, TDAM, and Michael Formuziewich, CFA, Vice President, Retail Client Portfolio Management, TDAM, as they explore both sides of the evolving market trends, outlooks for financial markets, and strategies that may help investors advantageously position their portfolios.

1:08 Is another bull run in the cards for the U.S. equity market?

6:08 DeepSeek explained: an evolution in the artificial intelligence space

9:39 Is interest rate uncertainty sparking real interest in real assets?

14:04 How should investors think about currency risk in their portfolios?

20:27 The Ozempic effect: Will the pharma trend continue?

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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Breaking Barriers: Accelerating Action for Women in Finance - A Women's History Month Podcast

TDAMDigital@td.com (dawn shaw, angie elkhodiry, ingrid macintosh) — Thu, 6 Mar 2025 12:00:00 +0000

Join us for a very special International Women's Day episode of the TDAM Talks Podcast celebrating the achievements, resilience and leadership of women in the financial industry and beyond. With a focus on accelerating action, tune in to hear how we can challenge ourselves to move the dial forward on stereotypes, bias and discrimination, and be at the forefront of progress for women around the world.

Tune in to hear Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Dawn Shaw, Vice President, Executive Journey Product Owner, TDAM, and Angie Elkhodiry, Associate Vice President, Head of Business Innovation, TD Global Investment Solutions, TDAM. Together, they explore the stories of their careers, the impact women continue to have on the financial industry, and the importance of professional and personal empowerment in breaking gender barriers.

0:40 From aspiration to achievement: our career journeys

5:05 How mentorship shaped our careers

9:59 The shift in gender equality at work

19:50 Power in numbers: sharing the room with powerful female voices

25:13 Working (and thriving) in male-dominated roles

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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Facing the Market Monster: Conquering Fear with Active Investing

TDAMDigital@td.com (Ingrid Macintosh, Michael Craig, Anna Castro) — Tue, 4 Feb 2025 12:00:00 +0000

Market headlines have been changing at a feverish pace in recent days, with a particular focus on the potential tariff threat on Canadian imports by U.S. President Donald Trump, changing interest rate environments across the U.S. and Canada, and on recent Chinese AI startup DeepSeek's disruption of the U.S. Technology sector at record-setting levels. With all the headlines around global economic activity, should investors be hiding from the monster under the bed, or is this market news just a distracting boogeyman?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Michael Craig, Managing Director, Head of Asset Allocation, Derivatives, Commodities and Sustainable Investment, TDAM and Anna Castro, Managing Director, Head of Retail Asset Allocation, TDAM as they review the recent Bank of Canada and U.S. Federal Reserve interest rate decisions, the potential impacts of tariffs to markets, sectors and investors, and how TDAM is leveraging our asset allocation toolkit to help build portfolio resilience through diversification.

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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Why 2025 Could Be a Game-Changer for Real Estate Investors

TDAMDigital@td.com (andrew croll, Ingrid Macintosh) — Wed, 29 Jan 2025 12:00:00 +0000

Real estate has increasingly captured the attention of investors due to its ability to add stability, growth, and resilience to portfolios. This asset class fits a broad portfolio from an asset allocation perspective due to its equity-like returns, bond-like volatility, and capacity to help create opportunities for performance during certain parts of the market cycle. So, why may investors want to consider incorporating real estate investments into their portfolios, particularly in 2025?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) and Andrew Croll, Managing Director, Head of Global Real Estate Investments, TDAM, as they discuss the market environment, the long-term potential of real estate, and key differentiators in TDAM's real estate capabilities, exploring why now may be the time to consider real estate investing as a part of investors' broader strategy.

Highlights include:

· A day in the life of a real estate investing professional (1:28)

· Why may investors want to consider real estate investments for their portfolios? Why in 2025? (3:01)

· Bird's-eye view of real estate performance in different market cycles (4:58)

· TDAM's "3T" valuation process: Transparent, Trusted, True (8:27)

· Making it real: Examples of the main real estate categories (13:20)

· The TDAM advantage: Strategic access to investment opportunities (24:04)

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 Podcast | ETFs Unpacked: 2024's Top Themes and What's Ahead for 2025

TDAMDigital@td.com (Chiara Carozzi, Andres Rincon) — Tue, 21 Jan 2025 12:00:00 +0000

2024 was a transformative year for the ETF industry, with record-setting inflows surpassing expectations in Canada and globally. The momentum in this market shows no signs of slowing down, with several key themes taking center stage throughout the year. What were the biggest factors shaping the ETF landscape in 2024, and what should investors keep an eye on heading into 2025?

Join Chiara Carozzi, Business Development Manager, TD Asset Management Inc. (TDAM) and Andres Rincon, Managing Director, Head of ETF Sales and Strategy, TD Securities, as they explore evolving trends, differentiators in the Canadian ETF market versus the rest of the world, and what might be ahead in 2025.

Also - check out Andres' podcast "Buyside Views" here: https://www.tdsecurities.com/ca/en/buyside-views

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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A Look at the Year Ahead in 2025 with TD Asset Management's CIO

TDAMDigital@td.com (David Sykes, Ingrid Macintosh) — Tue, 7 Jan 2025 12:00:00 +0000

From AI and the Magnificent Seven to interest rates and tariffs, 2024 has had no shortage of headline-making themes and trends. Market predictions of all stripes were set aside in the wake of unexpected and sustained equity outperformance, and a too-close-to-predict U.S. presidential election with far-reaching implications. Rounding out 2024, how has the year performed versus expectations, and what might be some themes worth watching for 2025?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) and David Sykes, Senior Vice President and Chief Investment Officer, TDAM to review 2024 and set the stage for the year ahead, with comprehensive insights on asset classes, sectors and outliers.

Highlights include:

1:22 - How have 2024 markets performed against David's initial predictions for the year and how does he feel about the year ahead?

3:39 - What might be ahead for U.S. and global markets for 2025?

6:45 - What is the outlook for real estate and infrastructure?

10:10 - Where are interest rates headed next year?

15:16 - What are some opportunities and themes to watch in 2025?

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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PART THREE: A Chat on Fourth Quarter Market Events aka "The Equity Roundtable"

TDAMDigital@td.com (jose alancherry, damian fernandes, Vitali Mossounov) — Tue, 31 Dec 2024 12:00:00 +0000

As we close out 2024, the U.S. economy remains a focal point, with the election, market trends and shifting economic health all under the microscope as the presidency shifts to Trump 2.0. Meanwhile, the transformative impact of AI on industries is accelerating, driving productivity and industry adoption. Consumer sentiment in the wake of inflation and affordability concerns are reshaping spending habits as companies seek to improve data and AI to deliver personalized products faster. With these key themes at the forefront, what's been the story for 2024 and what might lie ahead for 2025?

Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Vice President & Director, Co-Lead of Research, TDAM and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM for an engaging Q4 roundtable chat about the forces driving change, and how businesses and consumers are adapting to meet new challenges and opportunities.

Highlights:

1:00 - Are consumers back in an optimistic mood?

3:50 - How have consumer's preferences changed? Are we going back to 2019 or have habits changed?

12:30 - Holiday gift ideas for the roundtable contributors?

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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PART TWO: A Chat on Fourth Quarter Market Events aka "The Equity Roundtable"

TDAMDigital@td.com (Jose Alancherry, Vitali Mossounov, Damian Fernandes) — Tue, 24 Dec 2024 13:30:00 +0000

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

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PART ONE: A Chat on Fourth Quarter Market Events aka "The Equity Roundtable"

TDAMDigital@td.com (jose alancherry, damian fernandes, Vitali Mossounov) — Thu, 19 Dec 2024 12:00:00 +0000

Highlights:

1:32 What are the key takeaways on the U.S. election, markets and economy?

13:00 What is the current landscape for AI? What impacts have we seen on industries?

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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Gold, Oil and Metals – A 2024 Commodities Roundup

Thu, 5 Dec 2024 12:00:00 +0000

2024 has been a turbulent year for commodities, marked by record highs and surprising lows across the sector. From Donald Trump's recent presidential victory to global economic and political uncertainty, and the rapid growth in energy demand driven by the electric vehicle boom, investors may face ambiguity in the commodities market. How has 2024 shaped up for the ever-changing sector and what's in store in 2025?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Hussein Allidina, CFA, Managing Director, Head of Commodities, TDAM and Humza Hussain, CFA, Vice President & Director, TDAM, as they review the key events shaping commodities over the past year, and explore what lies ahead.

Highlights include:

1:07 How might Donald Trump's recent presidential victory impact commodity prices?

2:27 What's the story behind recent gold prices?

3:58 What might be ahead for Energy given the growth of electric vehicles?

8:50 How did commodities perform in 2024, and how did TDAM's dedicated commodities strategy perform in comparison?

12:56 How might investors rebalance their portfolios to increase their commodity exposure?

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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Beyond the Yield - ETF Tax Tips for Year-End!

TDAMDigital@td.com (Chiara Carozzi, Trevor Cummings) — Thu, 28 Nov 2024 12:30:00 +0000

As we round out 2024 and look ahead to the new year, understanding the nuances of exchange-traded fund (ETF) taxation is essential for making informed financial decisions. While ETF investing itself can be easy, there are many factors that can impact investors' returns including the geography of holdings, distribution type and overall ETF structure. So what do ETF investors need to know in order to be prepared this tax season?

Join Chiara Carozzi, Business Development Manager, TD Asset Management Inc. (TDAM) and Trevor Cummings, CIMA, Vice President, TDAM as they break down key tax themes and strategies for investors looking to maximize after-tax returns, while navigating the unique benefits and challenges of ETF investing.

1:10 What triggers a tax on ETFs?

5:05 Why does the structure of an ETF matter?

6:31 What are key considerations for U.S. ETFs?

9:05 What is tax-loss selling?

11:55 What are phantom distributions?

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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Setting up the Alpha Lab - the science behind Quantitative Investing

TDAMDigital@td.com (Philip Gendreau, Julien Palardy, Ingrid Macintosh) — Wed, 23 Oct 2024 11:30:00 +0000

When considering fundamental versus quantitative investing, the two are often looked at as art versus science, but what does this mean in practice? As datasets continue to grow in size and complexity, quantitative strategies seek to use a data-driven, systematic methodology that seeks to fulfil a variety of mandates, from alpha generation to low volatility and everything in between, all while balancing risk and return.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Julien Palardy, Managing Director, Head of Quantitative and Passive Investing, TDAM and Philip Gendreau, Vice President, Quantitative Equity, TDAM, as they discuss how quantitative strategies are built, how the landscape for these strategies is changing alongside technological advancements, and explore the benefits of this data-driven approach to capture alpha.

1:32 What is quantitative investing and what are the benefits?

3:05 What is the distinction between fundamental and quantitative investing?

6:50 How is AI impacting the landscape of quantitative investing?

9:22 The art behind creating a quantitative strategy

16:57 Why did TDAM rename our Quantitative strategies to Disciplined Equity Alpha strategies?

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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An Equity Roundtable chatting about Third Quarter Market Events - PART THREE

TDAMDigital@td.com (TD Asset Management ) — Thu, 10 Oct 2024 11:30:00 +0000

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 third part of the chat, our portfolio managers discuss the possibilities of a global industrial supercycle, the current state of markets, and whether market conditions in 2024 were in line with expectations.

Highlights include:

1:45	Is there a global industrial supercycle at play?
4:50	2024 so far: were there any surprises or has it gone as expected?
8:28	Is there capital sitting on the sidelines? Is this a slow-moving opportunity?
10:00	Reflections, book recommendations and movies: what did Ben and Damian enjoy over the summer?

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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An Equity Roundtable chatting about Third Quarter Market Events - PART TWO

TDAMDigital@td.com (Jose Alancherry, Ben Gossack, Damian Fernandes) — Wed, 2 Oct 2024 11:30:00 +0000

In this second part of the chat, our portfolio managers discuss the health of the U.S. economy, corporate earnings, and the market-moving potential of social media.

What's the takeaway from corporate earnings reports? (1:04)
How is the health of the U.S. economy? (5:55)
Is the battle against inflation over? (8:38)
Is social media driving market movements? (11:35)
What is your reading on other major regions of the world? (13:50)

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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An Equity Roundtable chatting about Third Quarter Market Events - Part One

TDAMDigital@td.com (Ben Gossack, Jose Alancherry, Damian Fernandes) — Wed, 25 Sep 2024 11:30:00 +0000

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

Please follow "TD Asset Management" on

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

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Harris vs Trump - A TDAM Talks take on the U.S. Elections

TDAMDigital@td.com (Christian Medeiros, Ingrid Macintosh, Michael Craig) — Thu, 12 Sep 2024 11:30:00 +0000

In this second podcast covering the upcoming U.S. Elections, policies are more important than ever.

Highlights Include:

- Biden drops out of the race, what is the difference today? (0:55)

- What is the difference between winning the popular vote and winning the electoral college? (1:51)

- What are the four scenario's for the U.S. Election? (4:00)

- How will the proposed change in tariffs impact the market? (5:50)

- What is the contrast between Harris and Trump on taxation policy? (9:35)

- Immigration - what are the policies presented in these campaigns and will they have an impact on markets? (10:30)

- What will the impact of the U.S. Election be on the Canadian Economy? (12:45)

- Inflation, Rates, fixed income - what should we expect? (17:40)

- Should we expect any change in the trajectory in the tech market? (20:10)

- If considering volatility - what is the worst case scenario outcome in November? (24:05)

- What would a Harris win look like? (27:45)

- What can investors expect three-four months from now, what about two years? (29:40)

Don't forget to listen in to our earlier podcast on U.S. Elections on your favourite app - or the TDAM page: https://www.td.com/ca/en/asset-management/insights/summary/trump-vs-biden-podcast

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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Market Volatility? Been there, done that!

TDAMDigital@td.com (TD Asset Management ) — Tue, 20 Aug 2024 11:00:00 +0000

After a period of relative calm and a long bull run that started in the summer of 2022, market volatility has made a comeback amidst emerging reports of slower economic growth. Should investors be concerned? Is this a normal part of themarket cycle, or could this be a window of opportunities for investors with a long-term view or for anyone sitting on the sidelines?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Justin Flowerday, Managing Director, Head of Public Equities, TDAM,Doug Warwick, Managing Director, Portfolio Manager, TDAM, and Jennifer Nowski, Vice President & Director, Portfolio Manager, TDAM, as they discusscurrent market conditions and the future state of equity markets.

Highlights include:

The current state of equity markets
Was the recent market correction a reason for investors to panic?
What is the interest rate outlook going forward?
How is TDAM leveraging modern investing tools and acumen?
What are some of the different sectors and geographicalopportunities that investors with a long-term view can benefit from?

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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Debt Duality - Are you saying that I can invest in both debt and credit as a retail investor?

TDAMDigital@td.com (Louis Bélanger, Ingrid Macintosh, Michael Augustine) — Tue, 16 Jul 2024 11:30:00 +0000

In the dynamic landscape of financial markets, understanding the role of fixed income in a diversified portfolio becomes increasingly more important, particularly with interest rate cuts expected in many major markets. Advisors play a pivotal role in navigating clients through these changes, including the complexities of public and private debt markets.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM and Louis Bélanger, Vice President & Director, TDAM, as they discuss the current market environment, opportunities in fixed income through both a private and public debt lens, and the expanding TDAM capabilities in the global private credit space.

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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Trump vs Biden 2.0 - How will the U.S. Election impact your investments?

TDAMDigital@td.com (Ingrid Macintosh, Christian Medeiros, Michael Craig) — Thu, 4 Jul 2024 16:15:00 +0000

2024 is a record year for elections across the globe, with elections occurring in countries accounting for 60% of global gross domestic product and 40% of the world's population. The upcoming U.S. presidential election has the power to send shockwaves through the world's economies and investment markets, and the stage is set for a political rematch, with the Republican and Democratic parties once again fielding Donald Trump and Joe Biden respectively. What does this all mean for investors?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), Michael Craig, Managing Director, Head of the Asset Allocation and Derivatives Team, TDAM and Christian Medeiros, Vice President, TDAM, as they discuss the upcoming U.S election and its potential implications on markets.

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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A Q2 Equity Roundtable with the Portfolio Managers - Part Three

TDAMDigital@td.com (jose alancherry, ben gossack, damian fernandes) — Fri, 28 Jun 2024 11:45:00 +0000

The conversation with the portfolio manager continues in part three. Ben and Damian chat more about the covered call process, reflect on recent financial history, and how they think advisors view the market. 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/ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A Q2 Equity Roundtable with the Portfolio Managers - Part Two

TDAMDigital@td.com (Jose Alancherry, ben gossack, damian fernandes) — Thu, 20 Jun 2024 11:00:00 +0000

Given the exceptional strength of the equity market in the second quarter, the global indices inching towards all-time highs and the growing dissonance in investors' market perceptions, our portfolio managers have a plethora of engaging topics to discuss. Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Benjamin Gossack, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q2 roundtable chat on the equity market.

In this second part of the chat, our portfolio managers are taking a deep dive into the philosophy behind portfolio construction and the comprehensive value creation process.

Highlights include:

Portfolio construction: Looking beyond the top ten holdings

Value creation process leading to outperformance

TD Active Global Enhanced Dividend ETF's five-year growth journey: A stable strategy driven by an alternative thought process

Art and science of writing options in the evolving market structure

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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A Q2 Equity Roundtable with the Portfolio Managers - Part One

TDAMDigital@td.com (damian fernandes, Jose Alancherry, ben gossack) — Thu, 13 Jun 2024 11:00:00 +0000

In this first part of the chat, our portfolio managers discuss the emerging global industrial supercycle, underlying fundamentals pushing equity markets to new highs and the diversification difficulties arising from the new Artificial Intelligence (AI) theme.

Highlights include:

Global industrial supercycle: Are industrials the real generals of this market? (1:10)

A party is going on in the markets - Why are investors disinterested? (2:55)

Do the fundamentals justify the equity market performance? (4:50)

Exciting and terrifying: Diversification difficulties stemming from AI spending (9:00)

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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From Cacao to Crude... What is happening in the commodities market?

TDAMDigital@td.com (Ingrid Macintosh, Roxane Lapenna, Hussein Allidina) — Tue, 28 May 2024 11:00:00 +0000

Commodities are another class of assets, just like stocks and bonds. From precious metals to food and energy sources, they are the building blocks for all goods and services. Commodities. Historically, this asset class has demonstrated a low correlation to the prices of stocks and bonds. This makes commodities a valuable source of diversification and a significant lever for investors' looking to add returns and reduce risk in their portfolios.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TDAsset Management Inc. (TDAM), Hussein Allidina, Managing Director, Head of Commodities, TDAM and Roxane Lapenna, Vice President & Director, Retail Client Portfolio Management, TDAM, as they discuss the opportunities in the world of commodities.

Highlights include:

1:50	TDAM's approach to capturing value in commodities
4:19	Why is cocoa making news headlines?
6:45	The role of precious metals and energy in portfolio diversification
14:32	How investors can profit from an allocation to commodities
19:25	Looking back at commodities performance in 2022

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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Taking the "Private" out of Private Markets

TDAMDigital@td.com (Colin Lynch, Ingrid Macintosh) — Thu, 16 May 2024 11:00:00 +0000

Classified as Alternative Investments at TD Asset Management Inc. (TDAM), the strategies that invest in Commercial Mortgages, Private Debt, Real Estate and Infrastructure offer access to private market investments or those not typically available to the retail investor. Join Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TDAM, and Colin Lynch, Managing Director, Head of Alternative Investments, TDAM, as they take a deep dive into the role of private market investments in the modern investing landscape, outline the outlook for this asset class and discuss the concept of quality in Alternative Investments.

Highlights include:

Bird's-eye view of key private market categories (1:30)
A flight to quality: Not all properties are created equal (3:32)
Infrastructure investments – moving towards environmental sustainability (8:00)
Commercial Mortgages: Creating accretive yield opportunities for individual investors (13:41)
Importance of the TDAM brand when providing investors with access to higher returns (18:17)

Also tune in on YouTube: https://www.youtube.com/watch?v=KKjTFR1D4f4

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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O Canada... a land for investing opportunities?

TDAMDigital@td.com (Monica Yeung, Ingrid Macintosh, Justin Flowerday) — Thu, 25 Apr 2024 11:00:00 +0000

On this new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Justin Flowerday, Managing Director, Head of Public Equities, TDAM, and Monica Yeung, Vice President & Director, Portfolio Manager, Public Equities, TDAM to discuss the driving forces in the Canadian market, themes emerging from the opportunity set, and issues surrounding Canadian productivity.

7:00 What are the opportunities in the Canadian market?
13:00 Is productivity an issue in Canada?
14:30 Where can investors find opportunities in artificial intelligence (AI)?
22:00 Rapid Fire: Housing, Consumer Debt, GICs

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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A Listener's Choice podcast

TDAMDigital@td.com (Jason McIntyre, David Sykes) — Tue, 16 Apr 2024 11:00:00 +0000

The TD Asset Management Inc. (TDAM) investment team brings value by providing answers to current questions about financial markets important to investors and advisors. On this new TDAM Talks podcast, Jason McIntyre, Vice President, Head of Retail Distribution, TDAM, and David Sykes, Chief Investment Officer, Head of Investments, TDAM and Senior Vice President, TD Bank Group, pick up several topical questions from TDAM's "mailbag": the interest rates environment, real estate market expectations, Canadian equity market drivers, Artificial Intelligence (AI) investment perspectives and the philosophy guiding the TDAM investment team.

Highlights include:

Interest rates outlook in Canada and the U.S. (2:00)
How is AI impacting the investment space? (10:55)
Market reactions to the upcoming U.S. election (14:47)
TDAM's research philosophy that drives the investment team (18:40)

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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Are there opportunities in thinking small?

TDAMDigital@td.com (Trevor Cummings, Brittany Puglia, Chiara Carozzi) — Tue, 9 Apr 2024 11:00:00 +0000

On this new TDAM Talks Podcast, join host Chiara Carozzi, ETF Business Development Manager, TDAM, and guests Trevor Cummings, Vice President, TDAM and Brittany Puglia, Regional Vice President, Advice Distribution, TDAM. Together, they discuss how Small and Mid-Cap companies can provide huge opportunity for valuation discounts, strong earnings growth momentum, and diversification benefits.

Highlights include:

Defining Small and Mid-Cap (SMID) (0.40)
Why SMID is an attractive place to be in for investors right now (4:00)
What are some key considerations when investing in Small and Mid-Cap Companies? (9:55)
Adding exposure with ETFs like TQSM (20.04)

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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Is AI already a bubble?

TDAMDigital@td.com (Kevin Hebner, Ingrid Macintosh) — Tue, 26 Mar 2024 11:00:00 +0000

Join Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), and Kevin Hebner, Managing Director, Global Portfolio Management, TD Epoch, as they discuss the impacts of artificial intelligence (AI) on the global labour landscape and financial markets, the path forward for the regulation of AI, and the AI investment outlook.

Highlights include:

How are the AI benefits reshaping the labour landscape? (1:05)
"The future is already here – but it's not evenly distributed" (9:30)
Will AI need to be regulated and how? (10:57)
Is AI already a bubble? (17:52)

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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350 Millions EVs on the road by 2030?

TDAMDigital@td.com (Naoum Tabet, Hussein Allidina) — Thu, 14 Mar 2024 11:00:00 +0000

On this new TDAM Talks podcast in our Minds and Markets series, Naoum Tabet, Managing Director, Lead of the Institutional Client Portfolio Management Team, TD Asset Management Inc. (TDAM) discusses the impact electric vehicles (EVs) have on the market with Hussein Allidina, Managing Director, Head of Commodities, TDAM.

Highlights include:

What is the near-term outlook for the price of oil? (3:30)
How will the trend to decarbonization impact the price of oil? (5:00)
How will the move away from Internal Combustion Engine (ICE) vehicles impact the price of commodities? (6:45)
Is the system heading for a disruption? (10:27)

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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Women's Achievements in Finance and Beyond

TDAMDigital@td.com (Priti Shokeen, Kim Parlee, Ingrid Macintosh) — Wed, 6 Mar 2024 12:00:00 +0000

On this special International Women's Day edition of the TDAM Talks Podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Kim Parlee, Vice President, TD Wealth, and Priti Shokeen, Managing Director, Head of the ESG Research and Engagement Team, TDAM. Together, they share experiences as women in finance and their career journeys, discuss the importance of diversity of thought, and celebrate women's social, cultural and economic achievements.

Highlights include:

Diversity, inclusion and equity as a key pillar of the ESG strategy (3:11)

The evolution of women's roles in the financial industry (13:08)

Looking at the AI-building algorithms through a female lens (19:01)

Opening opportunities for women through mentorship and sponsorship (21:15)

For the video version of this podcast, watch here!

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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An Equity Roundtable with Damian, Ben, and Jose

TDAMDigital@td.com (ben gossack, Jose Alancherry, damian fernandes) — Wed, 28 Feb 2024 13:30:00 +0000

On this special edition TDAM Talks podcast in our Breadth of Experience series, Damian Fernandes, Managing Director, TD Asset Management Inc. (TDAM), Ben Gossack, Managing Director, TDAM and Jose Alancherry, Vice President, TDAM, engage in a roundtable chat on the equity market: Topics include recessionary fears, market cycles, diverging trends in investing, and revealing their equities "origin story." Damian and Ben are Lead Portfolio Managers at TDAM, and Jose is a Client Portfolio Manager within the TDAM Fundamental Equities Team.

Highlights include:

Is the U.S. Federal Reserve "overcooking" the economy? 1:00

Exploiting skepticism through stock selection 5:50

The Magnificent Seven and the Market - is it the S&P7 vs S&P493? 8:19

Living through the Industrial Supercycle 11:51

Should we be thinking about defensive stocks? 18:05

Is technology overplayed? 21:56

Artificial Intelligence and it's integration into our lives 23:20

The U.S. Elections and the impact on the economy - do they really matter? 25:12

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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Financial Health through Diversification and Consistency

TDAMDigital@td.com (Ingrid Macintosh, Michael Craig, Anna Castro) — Tue, 13 Feb 2024 12:30:00 +0000

How Diversification and Consistency Build a Path to Financial Health

During this critical time of the year when Canadians are making their Registered Retirement Savings Plan contributions and investment selections, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Michael Craig, Managing Director, Head of the Asset Allocation and Derivatives Team, TDAM, and Anna Castro, Managing Director, TDAM. Together they discuss the power of consistency and diversification, why it's important to have a disciplined path to building wealth and financial health in retirement, and how portfolios can be positioned to help meet long-term retirement goals.

Highlights include:

2024 market outlook (1:04)
Inflation and growth: Let history be your guide (3:10)
Disciplined path to financial health (8:51)
Nimble TD Retirement Portfolios strategies for investors at the decumulating stage (19:01)

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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Now is the Time - Investing in Bonds and Credit

TDAMDigital@td.com (Michael Augustine, Ben Chim, Ingrid Macintosh) — Tue, 6 Feb 2024 12:30:00 +0000

On this new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM, and Benjamin Chim, Managing Director, Lead of High Yield Fixed Income Team, TDAM to discuss how investors in Fixed Income can better understand bond markets and some of the key factors that may affect the outlook.

Highlights include:

Return of Fixed Income in 2024 (1:30)
Credit Challenges Ahead (4:00)
Trajectory of Interest Rates (12:30)
The Rapid-Fire Session: Recession, Global Tension, Election Year (19:00)

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

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The Year Ahead 2024 - A CIOs outlook

Tue, 9 Jan 2024 12:30:00 +0000

On this first 2024 TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes David Sykes, SVP TDBG, Chief Investment Officer, Head of Investments, TDAM, to discuss the trends that may shape the financial landscape in the year ahead, outline the expectations for different asset classes and describe TDAM's disciplined investment approach.

Highlights include:

2023 in a rearview mirror (2:23)
Expectations for different asset classes in 2024 (4:15)
The Magnificent Seven theme outlook for the year ahead (9:34)
How real are recessionary fears? (19:01)

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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Institutional beyond the Usual

TDAMDigital@td.com (Mark Cestnik, Jason McIntyre, TD Asset Management, TDAM) — Wed, 3 Jan 2024 13:55:00 +0000

The Portfolio Managers at TD Asset Management Inc. (TDAM) are always hard at work behind the scenes expanding our innovative offerings, and through their dedication TDAM continues to be one of the top asset managers in Canada1. With a focus on building and maintaining strong relationships, and a commitment to understanding the unique needs of retail and institutional investors, asset managers at TDAM are driven to provide competitive solutions to help our clients achieve their goals.

Building on these strengths, we recently launched TD Global Investment Solutions (TDGIS), a new institutional identity bringing the combined multi-asset expertise of TDAM and Epoch Investment Partners, Inc. (TD Epoch) to the global investing community with the ability to expand our offerings in existing and new jurisdictions.

In this episode of our Breadth of Experience podcast series, Jason McIntyre, Vice President, Head of Retail Distribution, TDAM, welcomes Mark Cestnik, Managing Director, Head of Global Institutional Distribution, TDGIS, for a look at some of the challenges asset managers face in the current market environment of GICs and "safety-seeking" behaviors of investors, and provide a deeper dive into TDAM capabilities at both the retail and institutional level.

Highlights include:

What has enabled our asset management businesses to be successful in both the retail and institutional space? (0:42)
What are some of our institutional Portfolio Managers' distinctive capabilities? (2:58)
What are the main challenges for institutional asset management in the current market environment? (5:32)
Perspectives on the launch of TD Global Investment Solutions (9:13)

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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Talking Stocks - A Focus on Global Equity

TDAMDigital@td.com (damian fernandes, TD Asset Management, Jason McIntyre, tdam) — Wed, 27 Dec 2023 12:00:00 +0000

In this ENCORE episode of our Breadth of Experience podcast series, host Jason McIntyre, Vice President, Head of Retail Distribution, TD Asset management Inc. (TDAM), welcomes Damian Fernandes, Managing Director, TDAM, to discuss the current macro-economic environment, the pros and cons of different investment vehicles and what TDAM continues to focus on within the global equity space.

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 Natural Rate of Interest

TDAMDigital@td.com (naoum tabet, tdam, Alexandra Gorewicz) — Tue, 19 Dec 2023 12:00:00 +0000

Highlights include:

What is the equilibrium level of interest rates? (0:39)
The R-star concept: providing insights into interest rate expectations (2:05)
Interest rates forecasting methods (6:26)
How complex is the interest rates forecasting process? (7:26)

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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Quantitative Investing - Navigating an Ocean of Data

Tue, 12 Dec 2023 12:30:00 +0000

On this new TDAM Talks ETFs podcast, Jonathan Needham, VP and Director, ETF Distribution, TDAM, and Thomas Grant, VP, ETF Capital Markets, TDAM, welcome special guest Julien Palardy, Managing Director, Quantitative and Passive Investing, TDAM, to discuss how quantitative investment strategies may assist investors with navigating an ocean of data by learning from the past and looking into the future to help achieve their investing goals.

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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Portfolio Asset Allocation: A Well-Balanced Diet

Tue, 5 Dec 2023 14:15:00 +0000

Highlights include:

Why are investors drawn to ETFs? (1:15)
What is the significance of portfolio asset allocation? (5:34)
How is TDAM innovating asset allocation ETFs? (7:20)
What do TDAM's ETFs bring to the table? (12:55)

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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TD Epoch Investment Approach: Focused on Quality

TDAMDigital@td.com (Jason McIntyre, TD, TD Asset Management, Stephen Bleiberg) — Thu, 30 Nov 2023 18:20:00 +0000

Highlights include:

TD Epoch's distinctive capital reinvestment approach (02:46)
Why does profitability matter more than growth? (6:49)
How TD Epoch's disciplined process resulted in a win for the firm's institutional business (11:22)
Tactical changes in the TD U.S. Capital Reinvestment Fund (13:17)

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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Women at TD - A career journey in Finance

Mon, 27 Nov 2023 05:00:00 +0000

Highlights include:

Alexandra's background and professional journey 1:11
Anna's background and professional journey 4:58
How do you think your journeys to leadership may have been different from your male peers? 9:42
What does "Embracing Equity" mean to you? 18:00
What biases should people let go of regarding women in leadership? 21:50

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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Let's Get Real – The Power of Alternative Investments

TDAMDigital@td.com (Jeff Tripp, TD Asset Management, Ingrid Macintosh, TDAM) — Tue, 21 Nov 2023 12:30:00 +0000

Highlights include:

Alternative investment solutions available at TDAM 2:02
The evolution of investing in real assets 3:42
What gives TDAM the edge in alternative investing? 5:48
What is the outlook on commercial real estate such as office space? 11:02
Lightning round: How real assets can provide an Inflation hedge 16:55

For a transcript of the episode in English and French, please visit the TD Asset Management Insights page: https://www.td.com/ca/en/asset-management/insights/summary/power-of-alternative-investments/

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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Harnessing the Unique Power of Commodities

Tue, 14 Nov 2023 13:30:00 +0000

Highlights Include:

Why are commodities an important part of portfolio construction? 1:05
What are the different types of commodities? 4:22
Should you consider investing in commodities? 8:38
How is TDAM's new commodities offering unique in the marketplace? 12:25
Where are the opportunities within the commodities landscape? 16:12

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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Equities in 2023 - The Best & Worst of Times

Tue, 7 Nov 2023 13:30:00 +0000

Highlights include:

Focus on recent updates within TDAM's equities team 1:30
What do equity markets have in store for the rest of 2023? 6:15
How does Artificial Intelligence fit into broader investment themes? 9:25
What effects will a monetary policy loosening have in the current market? 12:00
Lightning round: China's reopening, technology, global financials 14:10

Encore Episode

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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Investing in the Age of Artificial Intelligence

Fri, 3 Nov 2023 12:00:00 +0000

Artificial intelligence (AI) is a wide-ranging tool that is transforming every walk of life, with its earliest references dating back to the 1950's. Is AI good or bad? What will AI do next? These important questions could shape the future of our economy as we navigate through the greatest acceleration in the history of AI.

In this episode of the TDAM Talks Podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TDAM, welcomes guests Vitali Mossounov, Vice President & Director, Co-Head of Research, Fundamental Equities, TDAM, Juliana Faircloth, Vice President, TDAM, and Julien Nono-Womdim, Vice President, TDAM. Together, they discuss the AI space and its impact on markets, sectors, and the economy as a whole.

Highlights include:

Is 2023 really a novel age of innovation? 1:15
Why are we seeing a rapid surge in the AI space? 2:50
How can we capitalize on the shifting technology landscape? 9:20
What sectors are at the forefront of the AI revolution? 11:20
What is TDAM's view on investing in disruptive technologies? 14:10

Originally aired June 2023

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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Searching for Healthy Growth - Investing in Healthcare Innovation

TDAMDigital@td.com (Ingrid Macintosh, Tarik Aeta, TD Asset Management) — Thu, 2 Nov 2023 12:00:00 +0000

On a new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes special guest Tarik Aeta, Vice President, TDAM, to discuss trending topics in healthcare and provide insights into sector opportunities.

Highlights include:

Panoramic view of past, current and emerging healthcare trends (1:29)
Outlook for the sector as obesity drugs gain popularity (3:46)
What are the greatest barriers to growth in healthcare? (5:00)
Investment segments within the sector (7:40)
Role of artificial intelligence in healthcare (13:40)
What's driving growth in healthcare? 16:45)

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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A TDAM Talks Milestone! Making Investing More Approachable

TDAMDigital@td.com (David Sykes, Ingrid Macintosh, TDAM, TD Asset Management) — Fri, 27 Oct 2023 17:40:00 +0000

Highlights include:

TDAM investment teams and capability sets (2:41)
TD Wealth Asset Allocation Committee: delivering a clear, concise and insightful market outlook (4:33)
Innovation and new thinking: role of commodities in an asset allocation mix (5:57)
TDAM Talks: making the concept of investing approachable (7:00)
Changing financial landscape: looking at 2023 in a rearview mirror (10:56)
What to expect from the markets in 2024? (14:09)

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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