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Thought Leadership
Market Commentary
Market Perspectives Podcast
PM Vantage Point Videos
Partner Resources

Market Perspectives Podcast

Listen in weekly for insightful, informative and timely commentary on current events and markets from Bruce Cooper, CEO & CIO at TD Asset Management.

August 12, 2019

Topics
- Q2 Earnings Update (0:21)
- WAAC Outlook (2:53)
- Market Perspectives Podcast Update (3:56)
August 06, 2019

Topics
- Ongoing Trade Concerns Causing Short Term Volatility (0:21)
- Indicators Show That U.S Economy Remains Strong (2:41)
- Q2 Earnings (4:12)
July 29, 2019

Topics
- Equities Remain Strong (0:21)
- Second Quarter Earnings Season (2:16)
- Interest Rates (3:43)

July 15, 2019

Topics
- Positive Outlook on Equities Versus Fixed Income (0:21)
- Key Risks to the Economy (2:40)
July 08, 2019

Topics
- Global Economic Data (0:20)
- Outlook for Second Quarter Earnings (2:16)
July 02, 2019

Topics
- Strong Financial Results In The First Half Of 2019 (0:21)
- Three Key Drivers For The Equity Market In 2019 (1:39)
June 24, 2019

Topics
- U.S. Equities Hit An All-Time High (0:21)
- A Favourable Backdrop For Equities (2:02)
- Preference for North American Over International Equities (2:46)
June 10, 2019

Topics
- Equity Markets Recover but Concerns Persist (0:21)
- TDAM Remains Comfortable with an Overweight Equities Stance (1:30)
- Trade Frictions Still A Key Risk (2:27)
June 03, 2019

Topics
- U.S. Trade Uncertainties Remain (0:21)
- 10 Year Bond Yields Continue to Fall (2:29)
- Q2 Canadian Bank Earnings (3:30)
May 27, 2019

Topics
- Ongoing Trade Concerns between the U.S. and China (0:22)
- Global Economic Data is Patchy (1:32)
- Tailwinds for the Canadian Economy (2:36)
May 13, 2019

Topics
- Ongoing Conflict Between the U.S. and China (0:21)
- North American Economy Remains Strong (2:14)
- First Quarter Earnings (3:13)
May 07, 2019

In conversation with Michael Craig, Managing Director and Head of Asset Allocation

Topics
- Philosophy on Investing Assets (1:31)
- Current Outlook on the Markets (2:21)
April 29, 2019

Topics
- Equity Markets (0:21)
- Central Banks (3:05)
April 15, 2019

Topics
- Global Growth (0:22)
- U.S. Earnings Season (2:17)
- Key Views on Asset Allocation (3:33)
April 08, 2019

Topics
- A Strong First Quarter for Financial Markets (0:21)
- TDAM Retains a Positive Stance (0:48)
April 01, 2019

Topics
- Inverted U.S. Yield Curve (0:21)
- European Concerns (2:25)
March 25, 2019

Topics
- Fed Pivots Away from Tightening Stance (0:28)
- Update on Brexit (1:46)
- Canadian Equities (3:18)
March 18, 2019

Topics
- The State of the British Economy (0:44)
- Politics of Brexit (1:34)
- Canadian Implications of Brexit (3:52)
March 04, 2019

Topics
- Canadian Data Shows Weakness (0:22)
- Trade Concerns Remain (3:15)
February 25, 2019

Topics
- Our Views in a Lower-Growth World (1:20)
- Three Reasons We Have Been Positive on Equities (4:03)
February 19, 2019

Topics
- Review of Global Economic Backdrop (0:55)
- Analysis of our Positive Market Outlook for this Year (3:30)
February 11, 2019

Topics
- The State Of The Global Economy (0:41)
- Fourth Quarter Earnings (2:08)
- Key Political Events (3:49)
January 28, 2019

Topics
- Macro Data Highlights Slowing Global Growth (0:45)
- Fourth Quarter Earnings Results (2:12)
- Increasing Optimism Regarding Equities in 2019 (3:26)
January 21, 2019

Topics
- Wealth Asset Allocation Committee (WAAC) Upgrades Equities From Neutral To Overweight (1:50)
- Market Risks To Watch For (4:22)
- Expectations (5:26)
January 14, 2019

Topics
- Earnings Growth Outlook for 2019 (0:22)
- Inflation Remains Well Contained (1:33)
- Lingering Political and Trade Frictions (2:53)
January 07, 2019

Topics
- The Impact of Decelerating Global Growth on Corporate Earnings (0:48)
- Outlook on Central Banks (2:38)
- Ongoing Trade Concerns Between the U.S. and China (3:40)
December 17, 2018

Topics
- Decelerating Global Growth (0:23)
- Central Banks (1:44)
- Persistent Frictions Between China and the U.S. (4:03)
December 10, 2018

Topics
- The Root Causes of the Recent Market Volatility (0:36)
- TDAM's Positioning and Views (2:45)
November 26, 2018

Topics
- The Economic Impact of Higher Rates on the Markets (0:48)
- The Stress of Rising Rates on Companies with Weak Balance Sheets (1:51)
- How Rising Rates Will Impact Valuation (2:21)
November 19, 2018

Topics
- Broad Comments About ETF Market (0:35)
- November ETF Launch Details – TD Active Preferred Share ETF (1:06)
- November ETF Launch Details – Fixed Income ETFs (2:04)
November 05, 2018

Topics
- Two Caveats to the Strong Growth Narrative (1:03)
- Breakdown of Third Quarter Earnings (1:56)
- Two Key Themes with Respect to China (3:00)
October 29, 2018

Topics
- Three Primary Drivers of Recent Market Volatility (1:03)
- Three Positive Offsets of Recent Market Volatility (2:11)
- Reiteration of Market Views (3:28)
October 22, 2018

Topics
- Three Factors at the Root of Recent Market Volatility (0:17)
- Two Offsets to Recent Market Volatility (1:35)
October 15, 2018

Topics
- What Lies Behind Recent Market Volatility? (0:38)
- What To Expect Going Forward (2:40)
October 9, 2018

Topics
- Canadian Economy (0:21)
- U.S. Economy (1:56)
- Earnings Growth (3:19)
October 1, 2018

Topics
- Desynchronization of the Global Economy (0:22)
- Canadian Economy (1:56)
- U.S. Federal Reserve Rate Increase (3:55)
September 24, 2018

Topics
- U.S. and Chinese Tariffs (0:22)
- Chinese Economy (1:38)
- Brexit (2:29)
September 17, 2018

Topics
- U.S. Inflation Data (0:22)
- Global Equities (1:27)
- Canadian Household Debt (2:44)
September 10, 2018

Topics
- U.S. Economic Data (0:22)
- Chinese Economy (1:45)
- Canadian Banks Earnings Results (2:51)
August 27, 2018

Topics
- U.S. Equities (0:21)
- Canadian Equities (1:40)
- Trade Concerns (3:02)
August 20, 2018

Topics
- Market Volatility in Turkey (0:21)
- Chinese Economy (1:45)
- Q2 Earnings (2:51)
August 13, 2018

Topics
- Broad Economic Backdrop (0:22)
- Q2 Earnings (2:04)
- Elevated Trade Frictions (3:16)
August 07, 2018

Topics
- Economic Backdrop (0:22)
- Q2 Earnings (1:57)
- Trade Challenges (3:31)
July 30, 2018

Topics
- U.S. Economy (0:36)
- Q2 Earnings Results (1:50)
- Equity Valuations (3:30)
July 09, 2018

Topics
- Broad Economic Backdrop (0:21)
- Global Trade Tensions (2:03)
- Q3 Earnings Season (3:32)
July 03, 2018

Topics
- Fixed Income / Interest Rates (0:35)
- Global Equities / Volatility (1:47)
- Second half of 2018 (3:28)
June 25, 2018

Topics
- Current Trade Overview (0:40)
- Underlying Trade Dynamics (1:47)
- Implications to Equity Markets (3:09)
June 18, 2018

Topics
- U.S. Federal Reserve and European Central Bank (0:37)
- Trade Concerns (2:03)
- Canadian Household Debt (3:38)
June 11, 2018

Topics
- Equity Markets (0:21)
- Central Banks (1:49)
- Trade (3:08)
June 04, 2018

Topics
- Global Economic Backdrop (0:30)
- Canadian Corporate Earnings (1:33)
- Global Trade Concerns (3:26)
May 28, 2018

Topics
- Canadian Economy (0:22)
- Canadian Banks (2:11)
- NAFTA (3:31)
May 14, 2018

Topics
- Equity Markets (0:22)
- Inflation & Economic Growth (0:32)
- Earnings (2:10)
April 30, 2018

Topics
- US Earnings (0:30)
- Canadian Earnings & Equities (1:40)
- NAFTA (3:54)
April 23, 2018

Topics
- Economic Backdrop (0:38)
- Q1 Earnings – U.S. Focus (2:05)
- Pipeline Debate (3:33)
April 09, 2018

Topics
- Equity Market Volatility (0:21)
- The Economy (0:39)
- First Quarter Earnings (2:22)
April 02, 2018

Topics
- Recap of The First Quarter (0:22)
- Preference for Global Equities (2:10)
- Central Banks Pivot (3:41)
- Return of Volatility (4:41)
March 26, 2018

Topics
- U.S. Federal Reserve Interest Rate Increase (0:36)
- Escalation of Trade Rhetoric Between the U.S. and China (1:23)
March 12, 2018

Topics
- Global Economy (0:30)
- Inflation (1:28)
- Polarization of Politics (3:10)

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PM Vantage Point Videos

This video series gives you access to the views of knowledgeable and experienced professionals, including portfolio managers and economists, both outside and within TDAM; providing you with an opportunity to hear their views first-hand on markets, portfolio management and other large-scale trends.

Are Equity Returns Predictable?

Amol Sodhi, CFA, CIM, Vice President and Director, TDAM, discusses:
Amol Sodhi, CFA, CIM, Vice President and Director, TDAM, discusses:
How you invest and why it is important.
The relationship between the economy, earnings and equity markets.
The TDAM approach to managing equities and what that can mean for investors.
Preferred Shares

Michael Lough, CFA, Vice President and Director, TDAM discusses:
Michael Lough, CFA, Vice President and Director, TDAM discusses:
The difference between preferred stocks (shares) and common stocks (shares) and why they can be an attractive alternative to bonds.
Some of the key benefits of owning preferred shares.
How active management can help manage risk for each unique preferred share issue.
Private Debt Investing

Louis Bélanger, CFA, FRM, Vice President and Director, TDAM discusses:
Louis Bélanger, CFA, FRM, Vice President and Director, TDAM discusses:
The advantages of Private Debt investing and how it is different from traditional bonds.
How having access to investment opportunities in a variety of different sectors helps TDAM build diversified private debt portfolios.
The ways private debt can be a complement to traditional Fixed Income allocations.

Accessing Global Opportunities

Damian Fernandes, CFA, Vice President and Director, TDAM discusses:
Damian Fernandes, CFA, Vice President and Director, TDAM discusses:
The benefits of investing in global equities.
How TDAM identifies opportunities within the global equity market.
The tools and fundamental research TDAM applies to help manage the risks involved in global equity investing.
Importance Of Credit Research

Elaine Lindhorst, CFA, Vice President and Director, TDAM, discusses:
Elaine Lindhorst, CFA, Vice President and Director, TDAM, discusses:
Using credit analysis to evaluate the large and complex debt market.
TDAM's unique approach to credit research.
An example of using our credit capabilities to identify market opportunities.
High Yield Investing

Greg Kocik, CFA, Managing Director, TDAM discusses:
Greg Kocik, CFA, Managing Director, TDAM discusses:
The value proposition of going from Investment Grade to High Yield.
Strategies that aim to make High Yield work through all stages of the credit cycle.
What differentiates TDAM when it comes to High Yield Investing.
Titans of Technology

In this special edition Craig S. Watson, CPA, Vice President at T. Rowe Price discusses:
In this special edition Craig S. Watson, CPA, Vice President at T. Rowe Price discusses:
Why certain technology companies have risen to prominence.
If the technology sector is currently in a bubble.
How T. Rowe Price leverages their worldwide network of research professional to connect the dots globally when analyzing companies.
New Retirement Reality

Amol Sodhi, CFA, CIM, Vice President & Director, TDAM discusses:
Amol Sodhi, CFA, CIM, Vice President & Director, TDAM discusses:
What the new retirement reality means for investors.
Why historical retirement strategies may not work in the future.
How TDAM has designed solutions specifically for retirees which may extend the longevity of their retirement assets.
Global Fixed Income

Scott Colbourne, CFA, Managing Director, TDAM discusses:
Scott Colbourne, CFA, Managing Director, TDAM discusses:
Expanding the opportunity set to help provide portfolio diversification and return enhancement.
How country, credit, currency and curve (the C's) are essential to driving global bond market success.
The importance of adding global bond solutions to an investment portfolio.
Using Options to Help Enhance Portfolio Returns

Benjamin Gossack, CFA, Vice President, TDAM discusses:
Benjamin Gossack, CFA, Vice President, TDAM discusses:
TDAM's option overlay program (the program).
Details on how the program works in a portfolio.
How TDAM leverages the program to add value.
Quantitative Investment Philosophy

Jean Masson, Ph.D., Managing Director, TDAM discusses:
Jean Masson, Ph.D., Managing Director, TDAM discusses:
TDAM's quantitative investing philosophy.
Advantages of quantitative investing.
What differentiates TDAM when it comes to quantitative investing.
Dividend Philosophy

David Sykes, CFA, Managing Director, TDAM discusses:
David Sykes, CFA, Managing Director, TDAM discusses:
His views on the future of dividend investing.
TDAM's disciplined dividend investment strategy.
Low Volatility Equities

Jean Masson, Ph.D., Managing Director, TDAM discusses:
Jean Masson, Ph.D., Managing Director, TDAM discusses:
His views on low volatility investing.
How TDAM's low volatility strategies are positioned for opportunities to help benefit investors in the long term.
Asset Allocation

Jimmy Xu, CFA, Vice President, TDAM discusses:
Jimmy Xu, CFA, Vice President, TDAM discusses:
TDAM's Asset Allocation approach to help balance risk management for portfolio solutions.
How the Asset Allocation Team is positioning TDAM's portfolio solutions to find opportunities that they believe will benefit investors in the long term.
Currency

Michael Craig, CFA, Managing Director, TDAM discusses:
Michael Craig, CFA, Managing Director, TDAM discusses:
His views on how currency factors into investment decisions and why it's important.
How currency hedging can be used as an effective tool when making investment decisions.
TDAM’s view on currency as a part of an asset allocation strategy.

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Partner Resources

This area provides you with access to the views of TDAM Partners, including portfolio managers and economists, both outside and within the organization.

Markets sell off. Is the worst over?

Markets suffered their worst week in 2019 as the US-China trade war escalated. Is a recession on the horizon? Anthony Okolie speaks with Michael Craig, Head of Asset Allocation, TD Asset Management.
August 9, 2019
Tax & Retirement Planning Guide

TDAM has created this guide to help outline some tax planning information; however, we encourage investors to seek qualified tax planning advice to develop a strategy that’s appropriate for their unique situation.
The Power of Staying Invested

Investors who react to short-term market movements by moving in and out of the markets may lock in losses and potentially miss out on long-term growth.

Currency Analysis: Here’s Why the Loonie Might Rise

Michael Craig, Senior Portfolio Manager, TD Asset Management, speaks to Sara D’Elia on what a Bank of Canada rate hike could mean for the loonie.
July 9, 2018
Bottom Up Investing in Times of Uncertainty

John Tobin, Portfolio Manager and Senior Research Analyst at Epoch Investment Partners talks to Kim Parlee about how diversification and a bottom-up approach is key to managing investments in an uncertain environment.
June 14, 2018
Breaking Insight

U.S. Tariffs Won't Kill Canadian Economy But Trade War Risk Looms
June 01, 2018
The Earnings Beats Go On

Ben Gossack, Portfolio Manager, TD Asset Management, talks to Kim Parlee about why companies are doing well, which sectors may outperform and why markets continue to be nervous.
May 11, 2018
Portfolio Strategies for Rising Interest Rates

Michael Craig, Senior Portfolio Manager, TD Asset Management, talks about what rising rates in the U.S. could mean for your portfolio.
May 03, 2018
Money Talk

Insights from thought leaders