TDAM Talks

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 T...

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...

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/insi...

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 futur...

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 an...

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: htt...

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...

Highlights include: Alternative investment solutions available at TDAM 2:02 The evolution of investing in real assets 3:42 What gives TDAM the edge in alternative investing? 5:48 What is the outlook on commercial real estate such as office space? 11:02 Lightning round : How real assets can provide an Inflation hedge 16:55 For a transcript of the episode in English and French, please visit the TD A...

Highlights Include: Why are commodities an important part of portfolio construction? 1:05 What are the different types of commodities? 4:22 Should you consider investing in commodities? 8:38 How is TDAM's new commodities offering unique in the marketplace? 12:25 Where are the opportunities within the commodities landscape? 16:12 For a full transcript in English and French, please visit the TD Asse...

Highlights include: Focus on recent updates within TDAM's equities team 1:30 What do equity markets have in store for the rest of 2023? 6:15 How does Artificial Intelligence fit into broader investment themes? 9:25 What effects will a monetary policy loosening have in the current market? 12:00 Lightning round: China's reopening, technology, global financials 14:10 Encore Episode For a full transcr...

Artificial intelligence (AI) is a wide-ranging tool that is transforming every walk of life, with its earliest references dating back to the 1950's. Is AI good or bad? What will AI do next? These important questions could shape the future of our economy as we navigate through the greatest acceleration in the history of AI. In this episode of the TDAM Talks Podcast, Ingrid Macintosh, VP Wealth, Hea...

On a new TDAM Talks podcast, Ingrid Macintosh , VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes special guest Tarik Aeta , Vice President, TDAM, to discuss trending topics in healthcare and provide insights into sector opportunities. Highlights include: Panoramic view of past, current and emerging healthcare trends (1:29) Outloo...

Highlights include: TDAM investment teams and capability sets (2:41) TD Wealth Asset Allocation Committee: delivering a clear, concise and insightful market outlook (4:33) Innovation and new thinking: role of commodities in an asset allocation mix (5:57) TDAM Talks: making the concept of investing approachable (7:00) Changing financial landscape: looking at 2023 in a rearview mirror (10:56) What t...