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TDAM Talks Podcast
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TDAM Talks Podcast

Welcome to TDAM Talks. TDAM Talks airs weekly with a market update from Amol Sodhi, VP & Director and bi-weekly with Ingrid Macintosh, Vice President, Wealth, Head of Sales Enablement, Communications and Digital Strategy which takes you inside one of Canada's leading money managers with a rotating roster of guests including our experienced Portfolio Managers.

July 13, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
July 06, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
July 02, 2020

Join Greg Kocik, Managing Director and Head of High Yield, as he discusses the High Yield market, trending themes in fixed income, and the outlook for TDAM Portfolios.

June 29, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
June 24, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Al Ramsay, AVP at TD Wealth and head of LGBTQ2+ strategy, meet for a special Pride themed podcast and discuss:
- What is your role and what do you do at TD Wealth? (1:00)
- What does it look like to be an ally? (6:00)
- With respect to diversity and inclusion, where do you see opportunities of where we can do more? (7:30)
- With most events happening virtually now, what are you involved with throughout Pride month? (11:30)
June 23, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy introduces the TDAM ETF Specialists; Trevor Cummings, Greg Croezen, Jonathan Needham, and Tom Grant. The discussion will focus on:
- An introduction to the ETF Specialists
- The ETF Specialists on what interests them about ETFs
- The Spring TD ETF launch (9:30)
- Of the 27 TD ETFs, which one stands out to you? (10:30)
June 22, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
June 17, 2020

Join Greg Kocik, Managing Director and Head of High Yield, as he discusses the High Yield market, trending themes in fixed income, and the outlook for TDAM Portfolios.
June 16, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Damian Fernandes, Vice President and Director TD Asset Management, discuss investing in:
- The market rebound, pullback - COVID-19, the first pandemic of the social media age (2:00)
- The velocity of recovery in the equity markets? (3:30)
- How do we think about ESG? (8:00)
- Social unrest in the world and our road to recovery (9:30)
June 15, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
June 08, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
June 03, 2020

Join Greg Kocik, Managing Director and Head of High Yield, as he discusses the High Yield market, trending themes in fixed income, and the outlook for TDAM Portfolios.
June 01, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
May 27, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and David Sykes, Managing Director TD Asset Management and head of Public Equities, discuss:
- What's happening now in the Equity Market? (2:00)
- What can you tell us about Bank Earnings? (5:30)
- What differences have we noticed between this market correction and the one in 2008? (12:00)
- The outlook from the Wealth Asset Allocation Committee meeting (15:00)
May 25, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
May 21, 2020

Join Greg Kocik, Managing Director and Head of High Yield, as he discusses the High Yield market, trending themes in fixed income, and the outlook for TDAM Portfolios.
May 19, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
May 15, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Rob Pemberton, Managing Director and Head of Fixed Income, TD Asset Management discuss:
- What the government and central banks are doing?
- How this current market compares to that of the financial crisis of 2007/2008? How and why is this market different?
- How credit markets have behaved differently than that of equity markets?
- What exposure do we see in the fixed income markets from the oil and financial sectors?
- How TD Portfolios are positioned in this market and views from WAAC for fixed income allocation
May 11, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
May 08, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Yasmin Pestonji, Senior Manager, Women and Wealth Segment, discuss women, wealth, and financial confidence. Highlights include:
- The TD Women and Wealth program (1:00)
- Women and Financial Confidence (2:45)
- COVID and Physical Distancing (5:00)
- What are some of the things we've learned about ourselves during this time? (11:15)
May 07, 2020

Join Greg Kocik, Managing Director and Head of High Yield, as he discusses the High Yield market, trending themes in fixed income, and the outlook for TDAM Portfolios.
May 04, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
May 01, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Michael O'Brien, MD TDAM, and Head of Canadian Core Equities, discuss the Canadian Equity Market. Highlights include:
- What's happening with Energy? (1:00)
- Positioning in the portfolios and potential opportunities (6:50)
- The status of the financial sector in Canada (8:50)
- How meaningful are the stimulus packages? (13:15)
April 27, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
April 23, 2020

Join Greg Kocik, Managing Director and Head of High Yield, as he discusses the High Yield market, trending themes in fixed income, and the outlook for TDAM Portfolios.
April 22, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Michael Craig, MD TDAM, and Head of Asset Allocation and Derivatives, discuss investing in unprecedented times. Highlights include:
- The outlook from the Wealth Asset Allocation Committee meeting (1:00)
- The impact of the government stimulus (2:50)
- Investors who try to time the market (11:50)
- The COVID-19 Resource Centre and other helpful tools (16:15)
April 20, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
April 13, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
April 07, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
April 02, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Omar Abdelrahman, Economist, TD Economics, discuss:
- Are we heading for a recession here in Canada? (0:45)
- What role do central banks play through monetary policy? (6:15)
- How do you make an economic outlook amid all this uncertainty? (8:30)
- Why are we seeing so much volatility in the stock market? Should investors be worried about it in the long run? (11:15)
March 30, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
March 23, 2020

Please join Amol Sodhi, a Senior Portfolio Manager on the TDAM Asset Allocation Team, as he discusses the past week in financial markets, how his team is working to manage risk in light of the ongoing market volatility, and the outlook for TDAM Portfolios.
March 06, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Julie Sherratt, head of investment risk at TDAM and TDAM USA, and lead of the Talent Development Program, meet for a special International Women's Day edition of TDAM Talks and discuss:
- Why is equality not a woman's issue, but a business issue. (1:00)
- TD's inclusion on the Bloomberg Gender-Equality Index (4:30)
- How have attitudes around women who work in the finance industry changed? (5:00)
- The Women in Wealth Program – empowering women to take charge of their financial futures – getting women to feel financially confident (6:15)
Please check out the latest TDAM Views Blog – International Women's Day: #EachforEqual
March 03, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Robert Pemberton, Managing Director TDAM, Head of Fixed Income, discuss:
- COVID-19 – where we are, and where are we going from here. (1:00)
- The market reaction in comparison to the last market pullback (4:00)
- In this flight to safety, what does this mean to fixed income markets? How will the central banks react? (7:20)
- Time to remain calm and focus on long term goals (11:15)
February 26, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Ben Gossack, VP TDAM, and Senior Portfolio Manager, discuss:
- Fundamental Equity and a focus on dividend growers (2:00)
- The limitations of long-only investing strategy (3:30)
- Active Strategies within investing (7:00)
- How the TD Active Global Enhanced Dividend ETF employs this strategy (9:30)
February 20, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Vitali Mossounov, VP TDAM, and Global Technology Analyst, discuss:
- How is investing in technology different than investing in other sectors? (1:50)
- How to differentiate between what is hype and what is real? (3:00)
- How technology companies are reshaping the economies of emerging markets? (7:40)
- What technology is on the cusp of taking off? (10:45)
February 11, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Jenny Diplock, AVP, Personal Savings & Investing discuss:
- Why it is still important for Canadians to make RSP contributions? (2:00)
- The difference between RSPs and TFSAs. TD Financial Health Index (3:30)
- The potential misconceptions of using savings accounts or GICs to save for retirement (5:00)
- How is TDAM supporting advisors to offer their clients the best advice? (7:30)
February 04, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and James Marple, Senior Economist, TD Economics, discuss the Canadian Economy:
- The Impact to the economy of the Bank of Canada decision to maintain rates (2:15)
- The Canadian economy: notable events in 2019, 2020 expectations, and Canada on a global stage (4:30)
- Insights on the Canadian Dollar and Gold (10:00)
- The risk of the Coronavirus on the Canadian Economy (11:45)
January 28, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and David Sykes, Managing Director TD Asset Management and head of Fundamental Equities, discuss:
- 2019 FundGrade A⁺ award win for TD Asset Management (2:15)
- Considerations about 2020 earnings growth (3:30)
- Where we are in the corporate cycle and stocks vs bonds (5:00)
- The importance of productivity and technological enhancement (7:00)
For more information related to TDAM recognition at the 2019 Fundata FundGrade A^{+ ®} Awards, please visit the press release.
January 24, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Robert Vanderhooft, CIO TD Asset Management, discuss the TDAM 2020 Year Ahead:
- 2019 the year in markets – what stands out most? (2:15)
- A look forward for 2020 - Opportunities and Challenges for Investors (4:00)
- Outlook for Equity, Fixed Income, and Alternatives market in 2020 (6:30)
- Advice to clients that try to time the markets? (14:30)
January 14, 2020
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Lisa Brenneman, head of Behavioural Finance at TD Wealth, discuss:
- What is Behavioural Finance? (2:30)
- How do people behave rationally or irrationally? (3:30)
- How are we adding value through Behavioural Finance? (9:00)
- How do our advisors access Behavioural Finance tools to help our clients? (11:00)
December 19, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Kim Parlee, VP of Strategic Client Communication and host of BNNs Moneytalk, discuss:
- Highlights from 2019 (2:45)
- Who has Kim enjoyed interviewing in 2019 (5:30)
- Who Kim is looking forward to interviewing in 2020 (8:30)
- What has Ingrid's interest for 2020? (10:00)
December 16, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Robert Vanderhooft, CIO, TD Asset Management, discuss:
- Highlights from 2019 and key events that are expected to carry over to 2020 (2:30)
- Headwinds and Tailwinds heading into 2020 (5:30)
- Additional benefits from the integration of Greystone (8:30)
- What else is in store for 2020? (9:45)
December 09, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Amol Sodhi, VP & Director TD Asset Management, discuss:
- Political and Economic trends and impact on Asset Allocation (3:00)
- ETFs in a portfolio construction framework (5:30)
- TD Income Builder ETF (7:30)
- Asset Allocation and Portfolio Construction in 2020 (9:15)
November 29, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Greg Croezen, ETF Specialist, TDAM National Sales discuss:
- 2019 Refinitiv Lipper Awards – TDAM wins ETF group award in Equity category (3:30)
- ETF market in Canada (3:50)
- ETFs in a portfolio construction (5:20)
- Greg's financial literacy considerations (6:00)
November 20, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Michael Craig, Managing Director of TD Asset Management, and head of Asset Allocation and Derivatives discuss:
- 2019 Refinitiv Lipper Awards (2:00)
- ETFs in a portfolio construction (3:00)
- Michael's financial literacy considerations (4:45)
- The drawbacks of using GICs as a long-term investment vehicle (5:45)
November 14, 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:
- The focus on financial literacy in the asset management industry (2:00)
- Skills and traits of those who are financially literate (3:30)
- Advice to those looking to build a portfolio (6:00)
- Bruce's advice on financial literacy (10:00)
November 05, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Mark Cestnik, Managing Director and Head of Institutional Asset Management, TD Asset Management discuss:
- Institutional trends in the market (2:00)
- Institutional investment themes for the retail investor (5:00)
- The health of the Pension Business (7:30)
- How Alternative Investing fits within Institutional Strategy (11:30)
October 28, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Rob Pemberton, Managing Director and Head of Fixed Income, TD Asset Management discuss:
- What has been behind the performance of fixed income investments this year (2:40)
- Should we see the same in 2020 (3:50)
- Fixed income investing versus GIC investing (4:50)
- Is inflation a concern? (6:30)
- Expectations for rate changes at FOMC and Bank of Canada meeting (9:00)
- Expectations for the Canadian dollar (10:30)
October 23, 2019
Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Digital Strategy and Derek Burleton, VP & Deputy Chief Economist, TD Economics discuss:
- Views on the Canadian Election Result (2:05)
- What the result can potentially mean (4:00)
- Views on the West and the Pipeline (7:00)
- What can this mean for the Canadian Markets? (9:15)
- Thoughts on Brexit (13:00)
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)
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.
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)
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)
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

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- 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

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- 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

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

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- 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.

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.
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.
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.

Fed slashes rates to zero to combat COVID-19

U.S. Fed cuts interest rates to near zero and will start a bond program of $700B dollars to combat the economic impact of Covid-19. Scott Colbourne, Managing Director, Global Fixed Income, TD Asset Management, discusses the impact of the Fed’s actions on financial markets.
March 16, 2020
Managing through volatility

Markets are experiencing a level of volatility not seen since 1987. Michael Craig, Head of Asset Allocation, TD Asset Management, and Scott Colbourne, Managing Director for Global Fixed Income, TD Asset Management discuss the markets under extremely volatile conditions.
Mar 13, 2020
Markets sell off as oil price plunges

Global markets sell off again. This time from a collapse in oil prices as Saudi Arabia sets off an oil price war with Russia. Robert Vanderhooft, CIO, TD Asset Management and Michael O’Brien, Managing Director, TD Asset Management look at the implications for markets, the Canadian energy sector, and investors.
March 9, 2020

How women can build financial confidence

A recent TD survey says women are lagging behind men in financial literacy. Ingrid Macintosh, Executive Sponsor of TD’s Women and Wealth initiative, and Jessica Moorhouse, a millennial money expert, talk about four ways women can build confidence and hone their financial skills.
Mar 6, 2020
Coronavirus triggers market correction: TDAM CIO perspective

Markets are on track for their biggest selloff since the 2008 financial crisis, as fears grow about the coronavirus impact on global economic growth. Rob Vanderhooft, CIO, TD Asset Management gives his perspective on the stock sell-off.
February 28, 2020
Coronavirus and the economic fallout

The coronavirus outbreak outside China is growing, and the fear of the virus spreading to the rest of the world is pushing markets down sharply. Kim Parlee talks to David Sykes, head of equities, TD Asset Management, about how much the coronavirus could impact global economies and where you go from here with your investments.
February 28, 2020
The dominance of big tech earnings

The market selloff this week has erased much of the year’s gains and put the major indices in or near correction territory. But the outlook isn’t all doom and gloom, especially when it comes to US earnings. Kim Parlee speaks with Damian Fernandes, Portfolio Manager at TD Asset Management.
February 28, 2020
Beyond stocks and bonds: Diversify with alternative investments

Higher market volatility has sparked investor interest in alternative investments, like private debt, infrastructure and commercial real estate, that could reduce risk in their portfolio. Individual investors now have access to these assets that were only available to institutional investors. Kim Parlee speaks with Ted Welter, Chief Investment Officer, Alternative Investments at TD Asset Management..
February 20, 2020
How tech companies could reshape emerging market economies

Chinese tech companies have transformed their country and created trillions of dollars in shareholder wealth. Could that same transformation be about to happen in other emerging markets? Vitali Mossounov, Global Technology Analyst, TD Asset Management, looks at the trends and the investment opportunities.
February 13, 2020
Year ahead 2020: Sit down with TDAM CIO

As the Coronavirus drives up market volatility, investors should remain focused on other factors that could impact investments in the long term. Rob Vanderhooft, CIO, TD Asset Management discusses the state of the longest running economic expansion, and what it means for stocks, bonds and alternative investments.
January 31, 2020
High risk equals higher returns? Think again.

When it comes to investing, you may be surprised to know that “go big or go home” doesn’t always work and that you don’t necessarily have to take on more risk to get better returns. Jean Masson, lead in quantitative research and development in low-volatility equity funds at TD Asset Management weighs in.
January 16, 2020
Are high-yield bonds like wine, and get better with age?

Many wine critics will tell you that even the best wine labels can have good years and bad years. Things like sweetness and tannin all factor into whether a wine is good that year. Greg Kocik, Head of High Yield Bond Group, TD Asset Management, tells Kim Parlee swapping sweetness and tannin for covenants and pledges can help identify the more valuable vintages in high-yield bonds.
January 16, 2020
Investing in 2020 and beyond: Diversify your portfolio with ETFs

2019 has been a banner year for equities, despite global growth concerns and geopolitical uncertainties. Bruce Cooper, CEO, TD Asset Management talks about what to expect for 2020, and how investors can find diversification through ETFs.
December 12, 2019
What should I do if there’s a recession?

I keep hearing experts say we may have a recession. Should I get my money out of the market? (Ingrid Macintosh, Vice President Wealth at TD Asset Management)
November 7, 2019
Responsible investing on the rise: Doing well while doing good

Responsible investing isn’t just for millennials anymore. Kim Parlee speaks with Andrea Robertson, TD Wealth, and Damian Fernandes, TD Asset Management on the opportunities and challenges, and why doing good can also be very good for your bottom line.
November 7, 2019
Women’s growing economic power: gaining ground and taking charge

Ingrid Macintosh, Vice President Wealth at TD Asset Management, talks to Kim Parlee about why it’s important for women to leverage their confidence and knowledge when it comes to building their wealth and achieving financial independence.
November 7, 2019
U.S. cuts rates again. Last hurrah?

U.S. Fed cuts rates for the third time this year. Bank of Canada holds rates but notes the resilience of the economy will be increasingly tested. Kim Parlee speaks with Michael Craig, head, Asset Allocation and Scott Colbourne, both with TD Asset Management.
October 31, 2019
Investing strategies at record high territory

U.S. equity markets are trading near all-time highs, despite plenty of economic and geopolitical uncertainties. Kim Parlee speaks with Michael Craig, head, Asset Allocation and Scott Colbourne, Managing Director, both at TD Asset Management, about investing at what might be high water mark.
October 31, 2019
US banks beat despite lower rates, trade tensions

US banks reported quarterly earnings that largely beat reduced expectations, but the prospect of lower interest rates could pose a risk. Monica Yeung, Global Financials Analyst, TD Asset Management, talks about the outlook for the sector.
October 25, 2019
What’s next for Alberta’s oil patch?

Albertans who oppose Trudeau’s oil policies spoke out clearly on election night, giving Conservatives a clean sweep in the province. So what’s in store for the Canadian oil patch? Kim Parlee speaks with Michael O’Brien, portfolio manager at TD Asset Management.
October 24, 2019
Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars. Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech themes that may change the world and your portfolio.
October 17, 2019
Traditional retail not dead, just evolving

Online shopping has been growing at a rapid pace. But does that mean the end of brick and mortar is inevitable? Anita Bruinsma, Consumer Discretionary Analyst, TD Asset Management, shares her take on traditional retail.
October 15, 2019
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
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
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
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
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