News & Insights
Stay informed and benefit from the experience and investment knowledge of TD Asset Management.
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Forward Perspectives
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Market Outlook
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Market Perspectives Podcast
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Thought Leadership
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PM Vantage Point Videos
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Weekly Market Report
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Other Resources
Forward Perspectives
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Forward Perspectives
The Great Canadian Uphill Battle
June 2018
Market Outlook
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Market Outlook - Q3 2018
The Wealth Asset Allocation Committee’s market outlook for equities and fixed income over the next six to eighteen months.
Market Perspectives Podcast
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August 13, 2018
Topics- Broad Economic Backdrop (0:22)
- Q2 Earnings (2:04)
- Elevated Trade Frictions (3:16)
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July 09, 2018
Topics- Broad Economic Backdrop (0:21)
- Global Trade Tensions (2:03)
- Q3 Earnings Season (3:32)
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July 03, 2018
Topics- Fixed Income / Interest Rates (0:35)
- Global Equities / Volatility (1:47)
- Second half of 2018 (3:28)
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June 25, 2018
Topics- Current Trade Overview (0:40)
- Underlying Trade Dynamics (1:47)
- Implications to Equity Markets (3:09)
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June 18, 2018
Topics- U.S. Federal Reserve and European Central Bank (0:37)
- Trade Concerns (2:03)
- Canadian Household Debt (3:38)
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June 04, 2018
Topics- Global Economic Backdrop (0:30)
- Canadian Corporate Earnings (1:33)
- Global Trade Concerns (3:26)
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April 23, 2018
Topics- Economic Backdrop (0:38)
- Q1 Earnings – U.S. Focus (2:05)
- Pipeline Debate (3:33)
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April 09, 2018
Topics- Equity Market Volatility (0:21)
- The Economy (0:39)
- First Quarter Earnings (2:22)
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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)
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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)
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Thought Leadership
PM Vantage Point Videos
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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.
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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.
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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.
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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.
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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.
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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.
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Asset Allocation Philosophy
Geoff Wilson, CFA, Managing Director, TDAM discusses:
Geoff Wilson, CFA, Managing Director, TDAM discusses:
- Why asset allocation should matter to investors.
- The importance of adjusting asset allocation within a portfolio to help take advantage of opportunities in a changing market.
- How TDAM is always seeking and researching new asset allocation ideas in order to help provide a better client experience.
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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.
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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.
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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.
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Sequence of Returns
David McCulla, CFA, Vice President & Director, TDAM discusses:
David McCulla, CFA, Vice President & Director, TDAM discusses:
- The challenges that investors may be facing nearing and during retirement.
- How TDAM uses active portfolio management to help generate more stable returns over time and benefit clients during retirement.
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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.
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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.
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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.
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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.
Weekly Market Report
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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
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Quarterly Economic Update
A regular publication outlining our medium term view on the Canadian, U.S. and Global economies. The report outlines what has changed from last Forecast and includes detailed breakdown of Forecast GDP components.
June 19, 2018
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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
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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
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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
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Press Releases
Latest TD Asset Management news
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Money Talk
Insights from thought leaders