TDAM Talks

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...

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 t...

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 bala...

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 A...

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 A...

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 A...

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 th...

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 Pr...

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 W...

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...

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 f...

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 M...

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 M...

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 a...

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 , Mana...

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 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 topica...

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. Highli...

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. Hig...

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...

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 an...

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...

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...

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...

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 TDA...