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Forward Perspectives
Market Outlook
Market Perspectives Podcast
Thought Leadership
PM Vantage Point Videos
Market Reports
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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.

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 TDAM’s knowledgeable and experienced investment professionals, and provides you with an opportunity to hear their views first-hand on markets, portfolio management and other large-scale trends.

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.
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.
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.
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.
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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Are Canadian banks poised to play catch-up in 2019?

Canadian bank earnings have been strong this year, but the strength has not been reflected in the stock prices - as worries over the country’s housing market and over-indebted consumers linger. Kim Parlee talks with Ben Gossack, Portfolio Manager, TD Asset Management on whether the bearishness may be overdone.
December 6, 2018
Trade tariffs, rising rates, slowing growth: Headwinds to watch

The Democrats took back the House in Congress, but control of the Senate remains in the hands of the Republicans. So how do investors navigate this change – and the change in equity markets over the last month? Kim Parlee talks with Bruce Cooper, CEO and Chief Investment Officer at TD Asset Management.
November 8, 2018
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

Asia Pacific Equities

A Natural Complement for Many Canadian Investors
June 27, 2018
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
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
Press Releases

Latest TD Asset Management news
Money Talk

Insights from thought leaders