Explorez tous les épisodes du podcast TDAM Talks

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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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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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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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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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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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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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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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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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

Please follow "TD Asset Management" on 

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

 

 

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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

Please follow "TD Asset Management" on 

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

 

 

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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.

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

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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 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

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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: 

1:50TDAM's approach to capturing value in commodities4:19Why is cocoa making news headlines?6:45The role of precious metals and energy in portfolio diversification 14:32How investors can profit from an allocation to commodities 19:25Looking 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 

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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 

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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

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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 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

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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 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 

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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 

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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: 

1:45Is there a global industrial supercycle at play? 4:502024 so far: were there any surprises or has it gone as expected?8:28Is there capital sitting on the sidelines? Is this a slow-moving opportunity?10:00Reflections, 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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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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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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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.

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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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:

1:32      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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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 

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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 

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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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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 

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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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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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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 

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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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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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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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