TDAM Talks

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  &nb...

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...

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 th...

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    Emai...

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&n...

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 co...

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...

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....

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 inv...

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 unpa...

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 wat...

(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-manageme...

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...

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, P...

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...

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...

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 volatil...

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 wor...

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 a...

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...

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,...

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 wha...

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...

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...

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...