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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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Evolving the Traditional Balanced Portfolio
Advancing the 60/40 approach to keep pace with modern needs.
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A commonsense approach to ESG contributes to investment excellence
In 2021, we believe greater attention to four key areas in ESG will add significant value in seeking long-term sustainable-growing assets.
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Current Perspectives - Donald possibly trumped
The U.S. has declared they will be "ridin' with Biden" as Joe Biden appears to have won the 2020 U.S. Presidential election. Current U.S President Donald Trump has however contested the results.
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Current Perspectives - And the winner is … TBD
As many anticipated, an official winner for the 2020 U.S Presidential election has yet to be announced. Read our brief note.
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Investing in a post-pandemic world – Part 2
The second part of a two-part series that explores some of the industries that will benefit and be challenged in a post-Covid world.
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Forward Perspectives
The Crude Business of Oil Market Volatility
May 2020 -
Forward Perspectives
The Sub-Zero Zone
November 2019 -
Forward Perspectives
Decoding the Canadian Crude Conundrum
April 2018
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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March 22, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
March 16, 2021
A Deep Breath and A Step Forward:The High-Level Thinking Driving the Fixed Income MarketOn a special edition of the TDAM Talks podcast, Robert Pemberton, Managing Director and Head of Fixed Income, TD Asset Management Inc. (TDAM), discusses his views on the economic recovery, inflation, rising yields, and the role fixed income plays in portfolios.Highlights include:- We've come a long way from the COVID-19 pandemic-driven market downturn. Although a third wave looms, a massive vaccination rollout is reenergizing economies worldwide. (0:45)
- The fixed income market is factoring in a robust economic recovery. Fiscal policy is holding the economy in a solid position with enormous stimulus spending in Canada and the US. Central banks are keeping rates low to support labour market recovery and promote market liquidity. (3:00)
- Central banks are stimulating the economy until labour returns to pre-pandemic levels. Nominal rates are rising while sovereign interest rates remain negative, supporting economic growth. (15:00)
- The year 2020 was about building capital in fixed income markets; the year 2021 is about preserving capital. We've seen a significant yield increase since last August's lows, which is a reassuring sign we're emerging from the pandemic. (21:00)
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March 15, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week.
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March 09, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
March 08, 2021
On this special International Women's Day TDAM Talks Podcast, host Ingrid Macintosh is joined by Anna Iacobelli, Senior Vice President, Branch Banking, Metro West Region and Jody Beaupre, Regional Vice President, TD Wealth Financial Planning, who tell compelling and inspirational stories about how they advanced through their careers. They also discuss the different ways TD Bank Group can help serve women better. Highlights include:- Anna discusses why advocating for women is important (1:20)
- Jody shares her story and how International Women's Day helps advance the equality conversation (4:00)
- Rejecting Investing Myth #1: I don't have enough money (8:00)
- Rejecting Investing Myth #2: I don't have enough time (11:00)
- Rejecting Investing Myth #3: I don't know enough (13:50)
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March 01, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
February 26, 2021
This episode features exclusive insights from Vitali Mossounov, CFA, Global Technology Analyst, TDAM, and Jonathan Needham, Vice President, ETF Distribution, TDAM. This episode is moderated by Tom Grant, ETF Capital Market Specialist, TDAM, who leads discussions on:- What is TEC? Why is TEC unique? (2:22)
- What differentiates TEC from other technology indexes? (3:12)
- As we look forward to reopening, what sectors will benefit? (10:50)
- Why shouldn't investors dismiss technology? (13:13)
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February 23, 2021
ESG & Me: How Investors See Themselves in InvestmentsOn this week's TDAM Talks Podcast, Host Ingrid Macintosh is joined by Priti Shokeen, Head of the new Environmental, Social and Governance (ESG) Research and Engagement Team at TD Asset Management Inc. (TDAM). Together, they discuss how ESG went from a nice-to-have to a must-have for our investors and industry.- What is your professional background? What brought you to TDAM? (0:50)
- What does leadership in the ESG and sustainable investment space mean? (3:25)
- You've referred to 2020 as a marquee year for ESG. What does that look like going forward? (6:20)
- Investors are increasingly seeking investments that echo their values. What expectations do institutional clients have? (10:10)
- When it comes to engaging companies, what is the power of TDAM's voice? (13:30)
- How do you live ESG every day? How do you 'walk the walk'? (15:30)
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February 22, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
February 16, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
February 08, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
February 04, 2021
On this week's TDAM Talks Podcast, host Ingrid Macintosh welcomes Special Guest Kim Parlee, Vice President, TD Wealth, and host of BNN MoneyTalk. Together, they discuss notable events of the past year, how to make sense of current market news, and what the next few months may look like.- What 2020 surprises stand out in your mind? (1:30)
- What were your most memorable 2020 interviews? What makes a great interview? (3:30)
- Has the retail investor made a comeback? Are markets more accessible now? (7:30)
- With respect to the COVID-19 Pandemic, how do you expect the next few months to unfold? (11:30)
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February 01, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
January 25, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
January 18, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
January 12, 2021
New Year Brings New Market Optimism, Despite UnknownsOn the first TDAM Talks Podcast of 2021, Host Ingrid Macintosh and Special Guest Robert Vanderhooft, Chief Investment Officer, TDAM, discuss Year Ahead Market outlook from the TD Wealth Asset Allocation Committee (WAAC). Ingrid and Robert also cover the following:- After a tumultuous 2020, it seems that markets are on the road to recovery, why should we be optimistic about the year ahead? (1:30)
- Aside from the stated five factors we've identified that is driving economic growth, are there any other areas that should raise concern? (5:00)
- What advice can you offer to more risk averse investors who are investing in fixed income or GICs primarily in lieu of what we know about inflation? (8:00)
- What does is the WAACs outlook on asset classes? (10:30)
- What does a Biden presidency and Democratic controlled House and Senate mean for markets? (12:30)
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January 11, 2021
In a new TDAM Talks Market Update Podcast, Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, discusses the events expected to shape the markets this week. -
December 22, 2020
Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, provides his take on the new coronavirus mutation and what it could mean for the economy and the markets. -
December 18, 2020
Amol Sodhi, Senior Portfolio Manager, TDAM Asset Allocation Team, wraps up the podcast for the year offering up a review on the pandemic, the recovery, political machinations, stimulus support, and recent news from the US Federal Reserve. -
December 16, 2020
On the final TDAM Talks Podcast of the year, Host Ingrid Macintosh and Special Guest Michael Craig, Managing Director and Head of Asset Allocation and Derivatives, TDAM, discuss market activity in 2020, important investor updates, and what they expect as the world emerges from lockdown. Ingrid and Michael also cover the following:- What three words would you use to describe 2020? (1:00)
- In recent cases, we've seen markets plummet 35% and regain those losses. Are you surprised to see how we're ending the year? (3:00)
- There were two major events this year (the COVID-19 Pandemic and the U.S. Election). How significant have these events proven for investors? (4:00)
- What do stimulus, rising consumer debt, and inflation all mean for investors? (7:00)
- What advice would you offer to advisors and investors who have long-term savings sitting in low-return investments like GICs? (10:00)
- What three words would describe your outlook for 2021? (12:00)
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November 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. -
November 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. -
November 20, 2020
Tune in for a deep dive on the TD One-Click ETF Portfolios and learn about the TDAM Asset Allocation Team's new investing approach.This episode features exclusive insights from Amol Sodhi, CFA, CIM, Vice President & Director, TDAM and Portfolio Manager of the TD One-Click ETF Portfolios, as well as Jonathan Needham, Vice President, ETF Distribution, TDAM. Moderated by Tom Grant, Vice President, ETF Capital Markets Specialist, TDAM, who leads discussions on:- Amol Sodhi and the experienced TDAM Asset Allocation Team (1:04)
- What makes this asset allocation approach different? (5:14)
- What motivated the creation of the TD One-Click ETF Portfolios? (8:32)
- What sets TD One-Click ETF Portfolios apart from other products? (9:43)
- Why are TD One-Click ETF Portfolios appealing? Who are they for? (11:36)
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November 18, 2020
On this week's TDAM Talks Podcast, host Ingrid Macintosh welcomes special guest Bruce Cooper, CEO, TD Asset Management, and they discuss recent market recovery, vaccine updates, and Financial Literacy Month.- The outcome of the U.S. Election is upon us; what does it all mean for markets? (0:30)
- How should we be thinking about a possible vaccine? (2:30)
- As markets rebound at historically quick levels, is it too late to take advantage of the upswing? (5:15)
- What advice would you offer listeners during Financial Literacy Month? (10:15)
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November 16, 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. -
November 09, 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. -
November 02, 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. -
October 28, 2020
The U.S. election is around the corner. How will your fixed income and alternatives investments be impacted? On this week's TDAM Talks Podcast, host Ingrid Macintosh is joined by Robert Pemberton, Managing Director of Fixed Income and Colin Lynch, Head of Global Real Estate. They discuss the impact the U.S. Election result may have on the fixed income market, the alternative investments market, and any investor's portfolio strategy.- The history of active investing (2:14)
- The rise of passive/index investing (4:02)
- The pros and cons of active and passive investing, and how they work together (5:58)
- TD technology and One-Click ETF options (8:09)
Also - please read the latest TDAM Views Blog: 2020 Foresight - A U.S Presidential Election Blog Series from TDAM for more of TDAMs coverage on the market impact of the U.S. Election. -
October 26, 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. -
October 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. -
October 16, 2020
TDAM Talks ETFs: Tune in to learn how active and passive investing work together. Highlights include the pros and cons of each strategy, as well as how combining them can reap additional benefits.This episode references The Fork in the Road: Choosing Between Active and Passive Investing, a blog written by Trevor Cummings, Vice President, ETF Distribution Central Canada. In a virtual sit-down, Trevor and Greg Croezen, Vice President, ETF Distribution Western Canada, discuss active and passive investment strategies, including:- The history of active investing (2:14)
- The rise of passive/index investing (4:02)
- The pros and cons of active and passive investing, and how they work together (5:58)
- TD technology and One-Click ETF options (8:09)
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October 13, 2020
On this week's TDAM Talks Podcast, host Ingrid Macintosh is joined by David Sykes, Managing Director and Head of Public Equities, TDAM, and Michael Craig, Managing Director and Head of Asset Allocation and Derivatives, TDAM.Listen in as they discuss key issues surrounding the U.S. Election, including potential outcomes and how the results could affect equity markets and investor portfolios.- Where will we be one month from now, and one year from now? (1:00)
- Why is the noise around the U.S. Election so important? (4:00)
- Is the market too volatile for long-term investing? (8:00)
- What may happen if the U.S. Election is contested? (11:00)
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October 12, 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. -
October 05, 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. -
September 28, 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. -
September 24, 2020
On this week's TDAM Talks Podcast, join Ingrid Macintosh as she hosts special guests Damian Fernandes, Senior Portfolio Manager, Fundamental Equities Team, and Vanessa Allen, a new member of the TDAM ESG Research and Engagement Team. Together, they'll discuss the TDAM sustainable investing approach.- How TDAM incorporates sustainable Investing principals into every investment decision (2:00)
- Why is sustainable investing and ESG so important? (4:00)
- What is the ESG Research and Engagement Team and how will it enact influence and change? (7:00)
- What are some examples of how we engage with companies? (10:30)
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September 21, 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. -
September 18, 2020
On this week's TDAM Talks Podcast, join host Ingrid Macintosh and Robert Pemberton, Managing Director and Head of the Fixed Income Team at TDAM, discuss the fixed income landscape, why low interest rates are here to stay, and options for increasing income while reducing volatility.- "Lower for longer" or "lower forever?" What does it all mean? (1:00)
- Is saving being penalized when it comes to interest rates? (2:45)
- What does the fixed income landscape look like? (5:00)
- How have Tiff Macklem and the Bank of Canada performed lately? (11:30)
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September 14, 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. -
September 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. -
September 04, 2020
On this week's TDAM Talks Podcast, join host Ingrid Macintosh and Michael Craig, Managing Director and Head of the Asset Allocation & Derivatives Team at TDAM, as they discuss how the markets have rebounded over the past 6 months, unexpected earnings surprises, and what the future may hold for equities and fixed income.- Is now the right time to get back into the market? (2:30)
- What about some of those risks that are in the marketplace? (4:15)
- Earnings in some sectors have been better than expected, how do you explain this? (6:30)
- What are some things that you should be focusing on over the next 6 months? (10:30)
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August 31, 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. -
August 26, 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. -
August 24, 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. -
August 21, 2020
Listen to this week's TDAM Talks Podcast featuring Ingrid Macintosh, VP, TD Wealth & Head of Sales Enablement, Communications and Dr. Setareh Ziai, Assistant professor of ophthalmology and co-founder of Canadian Women in Medicine (CWIM) and the CWIM conference.Discussion points include:- Why was it important to start the Canadian Women in Medicine alliance? (1:00)
- What challenges did you face in your professional journey? (9:20)
- What should advisors understand about the needs of women physicians and medical professionals? (14:30)
- What advice would you give your daughter about choosing a career path and about financial literacy? (16:40)
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August 17, 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. -
August 12, 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. -
August 10, 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. -
August 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. -
July 29, 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. -
July 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. -
July 24, 2020
HOW IS BUYING APPLES SIMILAR TO BUYING ETFS? Find out from our ETF specialists as they get into some common myths & misconceptions around trading ETFs.Join Trevor Cummings, ETF Specialist & Tom Grant, ETF Capital Markets Specialist on the TDAM Talks ETFs podcast as they discuss some important considerations involved when trading ETFs, including some myths & misconceptions around ETF liquidity, trading volume, and much more! The discussion will focus on:- How is buying apples similar to buying an ETF? (4:47)
- What makes the Bid and Ask to move on an ETF? (8:21)
- What if an ETF has no trading volume? (10:02)
- Question from the DI Mailbag: What is an ETF market maker? (13:40)
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July 23, 2020
Are RVs and trampolines the new toilet paper? How the COVID-19 Pandemic continues to effect consumer spending prioritiesJoin Ingrid and Anita Bruinsma on this week's TDAM Talks Podcast as they discuss the new reality of vacationing during the COVID-19 Pandemic, the change in consumer spending, and what sectors have been impaired or benefited from the lockdown.- How has the pandemic affected the way people spend money (1:15)
- How are restaurants surviving? (4:15)
- How has e-commerce taken off? (9:00)
- Which sectors have been hit the hardest and which have excelled? (13:00)
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July 14, 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. -
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)
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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)
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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)
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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)
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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
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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)
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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. -
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)
PM Vantage Point Videos
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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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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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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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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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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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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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Finding resilience: Investing in global infrastructure
The high volatility we’ve seen in stock markets this year has left investors yearning for stability. Infrastructure is one asset class that could provide more predictability in income. Kim Parlee talks to Jeff Mouland, Head of Infrastructure Investments at TD Asset Management.
October 21, 2020
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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