News & Insights
Alternative investments, once the domain of institutional investors, such as public pension plans, sovereign wealth funds, endowments and foundations, are fast becoming a viable asset class for high net worth investors. Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management. (video)
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Thought Leadership
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Market Commentary
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TDAM Talks Podcast
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PM Vantage Point Videos
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Partner Resources
Thought Leadership
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TDAM Views: A look into our best thinking
Take a look at TDAM Views, our exciting new blog focused on providing investors with a sharp lens on current events and market outlooks.
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Forward Perspectives
Decoding the Canadian Crude Conundrum
April 2018 -
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Market Commentary
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Press Releases
Latest TD Asset Management news
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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
TDAM Talks Podcast
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October 17, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Haining Zha, Vice President & Director and Portfolio Manager, TD Asset Management discuss:- Market Week update (0:25)
- Current state of U.S. China trade war (2:30)
- What is at stake for the U.S. Economy (4:40)
- What is at stake for the Chinese Economy (6:50)
- What can this mean for investors? (9:00)
- Chinese Equity Market (9:40)
- Possible de-coupling of U.S. and Chinese markets (11:00)
- Potential headwinds in the Chinese market (11:25)
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October 10, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Bruce Cooper, Chief Executive Officer of TD Asset Management, and Senior Vice President of TD Bank Group discuss:- Market Week update (0:23)
- Bruce's thoughts on the market (2:20)
- Integration of TDAM and Greystone (3:32)
- Bruce's comment on TDAM strategy (5:00)
Commissions, management fees and expenses all may be associated with mutual fund and/or exchange-traded fund ("ETF") investments (collectively, "the Funds"). Trailing commissions may be associated with mutual fund investments. ETF units are bought and sold at market price on a stock exchange and brokerage commissions will reduce returns. Please read the fund facts or summary documents and the prospectus, which contain detailed investment information, before investing in the Funds. The Funds are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer and are not guaranteed or insured. Their values change frequently. There can be no assurances that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Past performance may not be repeated. -
October 03, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Michael Craig, Managing Director & Head of Asset Allocation and Derivatives discuss:- Market Week update (0:30)
- What is asset allocation? (3:30)
- The Portfolio Positioning view from the Wealth Asset Allocation Committee (WAAC) (8:00)
- Fixed Income and Equity returns in context (11:15)
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts and prospectus, which contain detailed investment information, before investing. Mutual funds are not guaranteed or insured, their values change frequently and past performance may not be repeated. Mutual fund strategies and current holdings are subject to change.
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September 26, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Ted Welter, MD and CIO of Alternatives at TD Greystone Asset Management discuss:- What are alternatives? (1:08)
- TD Greystone's approach to alternatives investing (4:10)
- Current macroeconomic state and the role of alternatives (11:00)
- What are the biggest risks to alternatives/commercial real estate? (14:30)
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September 19, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Rob Vanderhooft, SVP and CIO of TDAM, discuss:- The market outlook
- Brexit and the U.S./China trade war
- Rob's early impressions as new chair of the Wealth Asset Allocation Committee (WAAC)
The TD Wealth Asset Allocation Committee (WAAC) is comprised of a diverse group of TD investment professionals. The WAAC’s mandate is to issue quarterly market outlooks which provide its concise view of the upcoming market situation for the next six to eighteen months. The WAAC’s guidance is not a guarantee of future results and actual market events may differ materially from those set out expressly or by implication in the WAAC’s quarterly market outlook. The WAAC market outlook is not a substitute for investment advice.TD Asset Management operates through TD Asset Management Inc. in Canada and through TDAM USA Inc. in the United States. TD Greystone Asset Management represents Greystone Managed Investments Inc., a wholly-owned subsidiary of Greystone Capital Management Inc. ("GCMI"). All entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank. -
August 12, 2019
Topics- Q2 Earnings Update (0:21)
- WAAC Outlook (2:53)
- Market Perspectives Podcast Update (3:56)
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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)
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July 29, 2019
Topics- Equities Remain Strong (0:21)
- Second Quarter Earnings Season (2:16)
- Interest Rates (3:43)
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July 15, 2019
Topics- Positive Outlook on Equities Versus Fixed Income (0:21)
- Key Risks to the Economy (2:40)
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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)
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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)
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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)
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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)
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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)
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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)
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May 07, 2019
In conversation with Michael Craig, Managing Director and Head of Asset AllocationTopics- Philosophy on Investing Assets (1:31)
- Current Outlook on the Markets (2:21)
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April 15, 2019
Topics- Global Growth (0:22)
- U.S. Earnings Season (2:17)
- Key Views on Asset Allocation (3:33)
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April 08, 2019
Topics- A Strong First Quarter for Financial Markets (0:21)
- TDAM Retains a Positive Stance (0:48)
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March 25, 2019
Topics- Fed Pivots Away from Tightening Stance (0:28)
- Update on Brexit (1:46)
- Canadian Equities (3:18)
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March 18, 2019
Topics- The State of the British Economy (0:44)
- Politics of Brexit (1:34)
- Canadian Implications of Brexit (3:52)
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February 25, 2019
Topics- Our Views in a Lower-Growth World (1:20)
- Three Reasons We Have Been Positive on Equities (4:03)
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February 19, 2019
Topics- Review of Global Economic Backdrop (0:55)
- Analysis of our Positive Market Outlook for this Year (3:30)
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February 11, 2019
Topics- The State Of The Global Economy (0:41)
- Fourth Quarter Earnings (2:08)
- Key Political Events (3:49)
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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)
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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)
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January 14, 2019
Topics- Earnings Growth Outlook for 2019 (0:22)
- Inflation Remains Well Contained (1:33)
- Lingering Political and Trade Frictions (2:53)
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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)
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December 17, 2018
Topics- Decelerating Global Growth (0:23)
- Central Banks (1:44)
- Persistent Frictions Between China and the U.S. (4:03)
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December 10, 2018
Topics- The Root Causes of the Recent Market Volatility (0:36)
- TDAM's Positioning and Views (2:45)
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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)
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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)
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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)
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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)
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October 22, 2018
Topics- Three Factors at the Root of Recent Market Volatility (0:17)
- Two Offsets to Recent Market Volatility (1:35)
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October 15, 2018
Topics- What Lies Behind Recent Market Volatility? (0:38)
- What To Expect Going Forward (2:40)
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October 1, 2018
Topics- Desynchronization of the Global Economy (0:22)
- Canadian Economy (1:56)
- U.S. Federal Reserve Rate Increase (3:55)
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September 17, 2018
Topics- U.S. Inflation Data (0:22)
- Global Equities (1:27)
- Canadian Household Debt (2:44)
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September 10, 2018
Topics- U.S. Economic Data (0:22)
- Chinese Economy (1:45)
- Canadian Banks Earnings Results (2:51)
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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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PM Vantage Point Videos
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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.
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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.
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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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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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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.
Partner Resources
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Navigating the stock market: Smooth sailing or icebergs ahead?
Fears of a global slowdown grow as U.S. manufacturing posts the weakest reading since the end of the last recession. Can markets continue to climb and avoid oncoming icebergs? Kim Parlee talks with David Pearl, co-Chief Investment Officer at Epoch Investment Partners.
October 03, 2019
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Alternative investments: Beyond fixed income and equities
Alternative investments, once the domain of institutional investors, such as public pension plans, sovereign wealth funds, endowments and foundations, are fast becoming a viable asset class for high net worth investors. Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.
September 27, 2019
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U.S. Fed delivers rate cuts and mixed signals
U.S. Federal Reserve cuts rates for the second time in 2019, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TDAM.
September 19, 2019
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Risk and rewards of investing in China
While the markets are preoccupied with the day-to-day trade war drama, investors could be overlooking some long term investment opportunities in China. Kim Parlee speaks with Haining Zha, VP, TDAM.
September 12, 2019
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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
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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.
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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.
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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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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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Money Talk
Insights from thought leaders
