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, C...
Oct 23, 2024•26 min•Season 2Ep. 23
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 ...
Oct 10, 2024•17 min•Season 2Ep. 26
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 ...
Oct 02, 2024•17 min•Season 2Ep. 25
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 ...
Sep 25, 2024•16 min•Season 2Ep. 24
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) - Immigr...
Sep 12, 2024•36 min•Season 2Ep. 22
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 Ass...
Aug 20, 2024•34 min•Season 2Ep. 21
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. (TD...
Jul 16, 2024•28 min•Season 2Ep. 19
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 ...
Jul 04, 2024•36 min•Season 2Ep. 18
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.link...
Jun 28, 2024•18 min•Season 2Ep. 16
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...
Jun 20, 2024•18 min•Season 2Ep. 15
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...
Jun 13, 2024•14 min•Season 2Ep. 14
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, H...
May 28, 2024•28 min•Season 2Ep. 13
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 privat...
May 16, 2024•28 min•Season 2Ep. 11
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 opportuniti...
Apr 25, 2024•25 min•Season 2Ep. 10
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...
Apr 16, 2024•22 min•Season 2Ep. 9
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 ...
Apr 09, 2024•28 min•Season 2Ep. 8
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 alrea...
Mar 26, 2024•24 min•Season 2Ep. 7
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 ...
Mar 14, 2024•14 min•Season 2Ep. 6
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 socia...
Mar 06, 2024•29 min•Season 2Ep. 5
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 ...
Feb 28, 2024•44 min•Season 2Ep. 4
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 ...
Feb 13, 2024•25 min•Season 2Ep. 3
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 includ...
Feb 06, 2024•25 min•Season 2Ep. 2
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) Expectatio...
Jan 09, 2024•27 min•Season 2Ep. 1
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...
Jan 03, 2024•16 min•Season 1Ep. 13
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....
Dec 27, 2023•19 min•Season 1Ep. 12
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 ...
Dec 19, 2023•13 min•Season 1Ep. 11
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 t...
Dec 12, 2023•25 min•Season 1Ep. 10
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:...
Dec 05, 2023•18 min•Season 1Ep. 9
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 epis...
Nov 30, 2023•17 min•Season 1Ep. 8
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 a...
Nov 27, 2023•32 min•Season 1Ep. 7
