TDAM Talks

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 page: https://www.td.com/ca/en/asset-management/insights/podcast  Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 your investments and how currency hedging can help smooth out the ride in your portfolio is key. Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Rachana Bhat, Vice President & Director, Lead, Investment Grade Credit Portfolio Management, TDAM, as they explore what investors should know about currency hedging. Highlights include: (01:00) What is currency risk? (03:10) What causes currencies to fluctuate? (04:40) When does it make sense to hedge and how can it help with currency risk? (07:10) How do you hedge an ETF? (10:00) Looking at currency themes, what are some opportunities investors should keep an eye on? 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 company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 expect a softer greenback(07:00) What does this mean for investors?(11:30) The U.S. government's approach to rebalancing(20:15) Lightning round: is gold a "buy", will yields spike and how fast could the U.S. dollar fall?  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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 investing approach at TDAM.Highlights include:  1:55 Breaking down stewardship – what does it mean and why it matters?  5:20 What puts the "S" in ESG  7:15 What can drive a company off course  10:30 How stewardship is playing a role in Indigenous relations  14:30 How the social factors of ESG continue to transform     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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 ETF4:20 A look under the hood: what to watch out for  7:05 Understanding the cost of an ETF10:20 Knowing if you are truly diversified  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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 always the cheapest option on the market?2:35 Can ETFs be traded at any time?5:30 Do ETFs pay dividends?7:20 Does a higher AUM (assets under management) = a better ETF?  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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 six months  15:00 What 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: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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's making sectors take flight, and why diversification and quality are first-class considerations.Highlights include:00:01:35 Current travel trends00:05:05 How to invest in travel00:07:30 Why do aerospace and defense share a category?00:11:10 How to invest in defense00:16:00 Risk/reward framework of sector investing 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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) alongside a panel of special guests for the four-part Mid-Year Market Checkpoint – a summer podcast series digging into the headlines across equities, fixed income, alternatives and asset allocation.Highlights:00:00:40  Overview of the past six months  00:04:20  Looking ahead to the next six months  00:07:00  Upcoming headline themes to watch     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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 maturity00:09:30 Bond ETFs vs. individual bonds00:12:00 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  Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 months00:04:20 Looking ahead to the next six months00:07:00 Sector-specific insights and opportunitiesStay tuned for our next episode of the Summer Series featuring the TD Asset Management Asset Allocation team! 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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Highlights include:00:00:12 What is driving the global rise in yields?00:02:50 The current global demand for datacenters and computing00:09:10 Navigating volatility and opportunities this year00:13:40 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 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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Highlights Include:00:03:53 Perspectives on the last quarter's equity market00:07:23 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  Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 core holding? And if you already own fixed income, do you really need to add anything new?Highlights include:(00:01:05) What is market volatility and why is managing it so important?(00:04:10) The impact of low volatility strategies on drawdown effects(00:09:20) When to enter and exit low volatility strategies(00:14:05) Do investors need low volatility if they already have fixed income exposure?(00:16:10) Spotlight on the Quantitative Investing Team  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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 all of these priorities driving policy, what is the future of the new global order? What is the impact on investors as the U.S. renegotiates its position on the global stage?Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Kevin Hebner, Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc. as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles. Highlights include:  (00:01:25) Key themes of the new global order(00:05:48) Can the U.S. successfully "homeshore" its manufacturing?(00:12:29) The goal for the U.S. dollar(00:18:35) Outlook for U.S. and global equity markets(00:23:32) Prime Minister Mark Carney and Canada's role in the new global order 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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.com/ca/en/asset-management/insights/podcast  Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 investment strategy going forward, how international partners are adapting, the impact on key sectors, and what might be ahead in the next 100 days.00:01:38 Where trade is today, and how it differs from Trump 1.0 00:04:18 The impact of trade wars on commodities and Canadian producers 00:06:02 Rapid-fire insights on immigration, tax cuts and deregulation 00:22:17 Key diversifying sectors to consider amid market volatility 00:26:09 Setting the stage for the next 100 days  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.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.