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. Hi...
Aug 20, 2025•18 min•Season 3Ep. 24
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 guest...
Aug 13, 2025•16 min•Season 3Ep. 25
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/...
Jul 30, 2025•18 min•Season 3Ep. 23
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" ...
Jul 16, 2025•18 min•Season 3Ep. 22
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? 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...
Jul 09, 2025•13 min•Season 3Ep. 21
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 an...
Jul 03, 2025•18 min•Season 3Ep. 20
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: htt...
Jun 25, 2025•20 min•Season 3Ep. 19
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 Mana...
Jun 18, 2025•15 min•Season 3Ep. 18
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 ...
Jun 11, 2025•21 min•Season 3Ep. 17
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 imp...
May 28, 2025•31 min•Season 3Ep. 16
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@...
May 21, 2025•14 min•Season 3Ep. 15
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 s...
May 07, 2025•36 min•Season 3Ep. 14
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 ...
Apr 30, 2025•20 min•Season 3Ep. 13
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 (00:0...
Apr 24, 2025•25 min•Season 3Ep. 12
(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 ...
Apr 16, 2025•18 min•Season 3Ep. 11
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 F...
Apr 08, 2025•20 min•Season 3Ep. 10
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 Dir...
Apr 01, 2025•16 min•Season 3Ep. 9
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...
Mar 26, 2025•17 min•Season 3Ep. 8
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 ...
Mar 19, 2025•24 min•Season 3Ep. 7
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 Chi...
Mar 11, 2025•25 min•Season 3Ep. 6
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 &...
Mar 06, 2025•31 min•Season 3Ep. 5
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 di...
Feb 04, 2025•34 min•Season 3Ep. 4
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 In...
Jan 29, 2025•30 min•Season 3Ep. 3
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, ...
Jan 21, 2025•19 min•Season 3Ep. 2
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, H...
Jan 07, 2025•26 min•Season 3Ep. 1
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 ...
Dec 31, 2024•15 min•Season 2Ep. 31
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 ...
Dec 24, 2024•17 min•Season 2Ep. 30
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 ...
Dec 19, 2024•17 min•Season 2Ep. 29
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 &...
Dec 05, 2024•21 min•Season 2Ep. 28
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 Managemen...
Nov 28, 2024•18 min•Season 2Ep. 27
