TDAM Talks

TBA 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 c...

High yield bonds can offer strong income, but they also come with risks that are often misunderstood. Think of them like lending to growing companies that pay you more to take on extra risk and where a bump in the road doesn’t always mean the journey is over. This episode breaks down what really drives returns, why defaults aren’t as scary as they sound, and how these bonds behave more like equiti...

Investor behaviour can shape returns as much as the investments themselves, especially during market swings. When markets drop, emotions like fear, recency bias, and social media noise can push investors into quick, costly decisions. In this episode, we explore three simple ways to manage those reactions before they turn into costly mistakes. What if staying invested was less about timing the mark...

Markets are moving higher even as headlines focus on risk and uncertainty. So why do asset prices keep climbing when so many investors expect the opposite? In this episode, you'll hear why markets may not be “getting it wrong,” with a closer look at earnings growth, strong cash flows, and largescale investment tied to AI. The broader picture highlights why fundamentals often carry more weight than...

International ETFs are a simple way to invest in markets outside your home country. If you're trying to pick out an international ETF though, you'll notice it's not quite the same as planning your summer vacation. Should you invest in international, global, or emerging markets? Each option offers a different level of exposure to countries, regions and economies. In this episode, investors of all l...

Market volatility has picked up as oil prices and global headlines draw investor attention, raising questions about what truly drives market outcomes. For investors watching the market, this means looking beyond short‑term swings to what tends to matter most over time. That longer‑term view brings earnings and corporate adaptability into focus, and how markets often regain stability as early fears...

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

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

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

Think of how much more freedom you might have in retirement if you started building steady investment habits now—that's the idea behind Coast FIRE (Financial Independence Retire Early). Coast FIRE is a strategy where individuals save aggressively today so they can slowly move or "coast" towards part-time, then full retirement, all while letting compound growth do the work along the way. As more pe...

Despite the noise from tariff pressures and concerns over fiscal sustainability, fixed income and global bond markets are revealing a more nuanced story—one where resilient business fundamentals and disciplined borrowing remain key anchors. Heightened geopolitical tensions and shifting global power dynamics are reshaping the macroeconomic environment, influencing interest rates, credit conditions,...

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead. Highlights include: 00:50 Year in r...

Highlights include:   00:50  Core ETFs are making a comeback   03:05  How to position active ETFs in your portfolio   6:10  Balancing income needs with the potential for long-term growth   9:05  Why investors are increasingly looking beyond North America for their ETF investments       For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.co...

Highlights include: 0:05 How U.S policy and rate differences may shape the USD and CAD outlook 6:55 Looking at where U.S trade policy might be headed 12:15 How inflation trends and leverage may change views on tariffs 17:40 What investors should look forward to in 2026   For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-m...

Highlights include:   00:05  Did Southern Europe learn something during the European Debt Crisis and is that now flowing through to other countries?   03:35 Is this the era of fiscal dominance?   12:40 What's different about how we manage money today?   17:25 Breaking down Canadian and U.S. currency       For a full transcript in English and French, please visit the TD Asset Management Podcast pag...

Highlights include: (3:30) A look back on 2025 (6:00 Are we in a new "bond" era? (9:50) What is driving yield? (15:05) How shifting priorities are reshaping markets across regions For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast    Email any questions or ideas for future episodes to:...

On this episode of The ETF Experience ... Have you ever looked at your ETF investments with international holdings and wondered why it went down even though the markets in other regions went up? The answer often comes down to currency risk. Currency can sometimes make your returns feel like you're riding a roller coaster - one moment you're up and the next you're down. Understanding how it affects...

Join Ingrid Macintosh , Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. and  Kevin Hebner , Managing Director, Global Investment Strategist, TD Epoch as they discuss what a weaker U.S. dollar may mean for investors. Highlights include: (00:35) How significant is this move to a weaker dollar? (02:20) Four reasons why we expec...

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

Join Isabela Sagan , Manager, ETF Business Development, TD Asset Management Inc. (TDAM), and Alex Gorewicz , Vice President & Director, Active Fixed Income Portfolio Management, TDAM, as they break down the four biggest mistakes investors make when creating an ETF-only portfolio. Highlights include: 1:45 How to choose the right ETF 4:20 A look under the hood: what to watch out for   7:05 Understan...

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), Chiara Carozzi, Relationship Manager, Advisor Distribution, TDAM and Trevor Cummings, Vice President, ETF Distribution, Central Canada, TDAM as they draw on their industry expertise to cut through the confusion and set the record straight on ETF investing – no fluff, all facts. Highlights include: 1:10 Are ETFs...

Tune in to listen to Ingrid Macintosh chat with Colin Lynch, Managing Director, Head of Alternative Investments, TDAM and Adam Thouret, Managing Director, Global Infrastructure Investments, TDAM on the podcast to learn what's delivering in real estate and infrastructure—and what's demanding a closer look.  Highlights include:   1:10 Overview of the past six months   6:50 Looking ahead to the next...

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'...

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 & Colle...

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:...