TDAM Talks

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) 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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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? 1:00Exploiting skepticism through stock selection 5:50The Magnificent Seven and the Market - is it the S&P7 vs S&P493? 8:19Living through the Industrial Supercycle 11:51Should we be thinking about defensive stocks? 18:05Is technology overplayed? 21:56Artificial Intelligence and it's integration into our lives 23:20The 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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

Highlights include:Alexandra's background and professional journey 1:11Anna's background and professional journey 4:58How do you think your journeys to leadership may have been different from your male peers? 9:42What does "Embracing Equity" mean to you? 18:00What 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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

Highlights include:Alternative investment solutions available at TDAM 2:02The evolution of investing in real assets 3:42What gives TDAM the edge in alternative investing? 5:48What is the outlook on commercial real estate such as office space? 11:02Lightning round: How real assets can provide an Inflation hedge 16:55For 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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada

Highlights Include:Why are commodities an important part of portfolio construction? 1:05What are the different types of commodities? 4:22Should you consider investing in commodities? 8:38How is TDAM's new commodities offering unique in the marketplace? 12:25Where 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/Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/X: @tdam_canada