News & Insights
Up to date information and new thinking from TD Asset Management; utilizing our extensive investment knowledge and intellectual capital to benefit our clients.
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Thought Leadership
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Market Commentary
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Market Perspectives Podcast
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PM Vantage Point Videos
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Partner Resources
Thought Leadership
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Forward Perspectives
Beyond Trade War
December 2018 -
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Market Commentary
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Market Outlook - Q4 2018
The Wealth Asset Allocation Committee’s market outlook for equities and fixed income over the next six to eighteen months.
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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
Market Perspectives Podcast
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January 14, 2019
Topics- Earnings Growth Outlook for 2019 (0:22)
- Inflation Remains Well Contained (1:33)
- Lingering Political and Trade Frictions (2:53)
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January 07, 2019
Topics- The Impact of Decelerating Global Growth on Corporate Earnings (0:48)
- Outlook on Central Banks (2:38)
- Ongoing Trade Concerns Between the U.S. and China (3:40)
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December 17, 2018
Topics- Decelerating Global Growth (0:23)
- Central Banks (1:44)
- Persistent Frictions Between China and the U.S. (4:03)
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December 10, 2018
Topics- The Root Causes of the Recent Market Volatility (0:36)
- TDAM's Positioning and Views (2:45)
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November 26, 2018
Topics- The Economic Impact of Higher Rates on the Markets (0:48)
- The Stress of Rising Rates on Companies with Weak Balance Sheets (1:51)
- How Rising Rates Will Impact Valuation (2:21)
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November 19, 2018
Topics- Broad Comments About ETF Market (0:35)
- November ETF Launch Details – TD Active Preferred Share ETF (1:06)
- November ETF Launch Details – Fixed Income ETFs (2:04)
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November 05, 2018
Topics- Two Caveats to the Strong Growth Narrative (1:03)
- Breakdown of Third Quarter Earnings (1:56)
- Two Key Themes with Respect to China (3:00)
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October 29, 2018
Topics- Three Primary Drivers of Recent Market Volatility (1:03)
- Three Positive Offsets of Recent Market Volatility (2:11)
- Reiteration of Market Views (3:28)
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October 22, 2018
Topics- Three Factors at the Root of Recent Market Volatility (0:17)
- Two Offsets to Recent Market Volatility (1:35)
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October 15, 2018
Topics- What Lies Behind Recent Market Volatility? (0:38)
- What To Expect Going Forward (2:40)
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October 1, 2018
Topics- Desynchronization of the Global Economy (0:22)
- Canadian Economy (1:56)
- U.S. Federal Reserve Rate Increase (3:55)
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September 17, 2018
Topics- U.S. Inflation Data (0:22)
- Global Equities (1:27)
- Canadian Household Debt (2:44)
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September 10, 2018
Topics- U.S. Economic Data (0:22)
- Chinese Economy (1:45)
- Canadian Banks Earnings Results (2:51)
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August 13, 2018
Topics- Broad Economic Backdrop (0:22)
- Q2 Earnings (2:04)
- Elevated Trade Frictions (3:16)
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July 09, 2018
Topics- Broad Economic Backdrop (0:21)
- Global Trade Tensions (2:03)
- Q3 Earnings Season (3:32)
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July 03, 2018
Topics- Fixed Income / Interest Rates (0:35)
- Global Equities / Volatility (1:47)
- Second half of 2018 (3:28)
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June 25, 2018
Topics- Current Trade Overview (0:40)
- Underlying Trade Dynamics (1:47)
- Implications to Equity Markets (3:09)
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June 18, 2018
Topics- U.S. Federal Reserve and European Central Bank (0:37)
- Trade Concerns (2:03)
- Canadian Household Debt (3:38)
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June 04, 2018
Topics- Global Economic Backdrop (0:30)
- Canadian Corporate Earnings (1:33)
- Global Trade Concerns (3:26)
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April 23, 2018
Topics- Economic Backdrop (0:38)
- Q1 Earnings – U.S. Focus (2:05)
- Pipeline Debate (3:33)
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April 09, 2018
Topics- Equity Market Volatility (0:21)
- The Economy (0:39)
- First Quarter Earnings (2:22)
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April 02, 2018
Topics- Recap of The First Quarter (0:22)
- Preference for Global Equities (2:10)
- Central Banks Pivot (3:41)
- Return of Volatility (4:41)
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March 26, 2018
Topics- U.S. Federal Reserve Interest Rate Increase (0:36)
- Escalation of Trade Rhetoric Between the U.S. and China (1:23)
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PM Vantage Point Videos
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Are Equity Returns Predictable?
Amol Sodhi, CFA, CIM, Vice President and Director, TDAM, discusses:
Amol Sodhi, CFA, CIM, Vice President and Director, TDAM, discusses:
- How you invest and why it is important.
- The relationship between the economy, earnings and equity markets.
- The TDAM approach to managing equities and what that can mean for investors.
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Preferred Shares
Michael Lough, CFA, Vice President and Director, TDAM discusses:
Michael Lough, CFA, Vice President and Director, TDAM discusses:
- The difference between preferred stocks (shares) and common stocks (shares) and why they can be an attractive alternative to bonds.
- Some of the key benefits of owning preferred shares.
- How active management can help manage risk for each unique preferred share issue.
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Private Debt Investing
Louis Bélanger, CFA, FRM, Vice President and Director, TDAM discusses:
Louis Bélanger, CFA, FRM, Vice President and Director, TDAM discusses:
- The advantages of Private Debt investing and how it is different from traditional bonds.
- How having access to investment opportunities in a variety of different sectors helps TDAM build diversified private debt portfolios.
- The ways private debt can be a complement to traditional Fixed Income allocations.
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Accessing Global Opportunities
Damian Fernandes, CFA, Vice President and Director, TDAM discusses:
Damian Fernandes, CFA, Vice President and Director, TDAM discusses:
- The benefits of investing in global equities.
- How TDAM identifies opportunities within the global equity market.
- The tools and fundamental research TDAM applies to help manage the risks involved in global equity investing.
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Importance Of Credit Research
Elaine Lindhorst, CFA, Vice President and Director, TDAM, discusses:
Elaine Lindhorst, CFA, Vice President and Director, TDAM, discusses:
- Using credit analysis to evaluate the large and complex debt market.
- TDAM's unique approach to credit research.
- An example of using our credit capabilities to identify market opportunities.
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High Yield Investing
Greg Kocik, CFA, Managing Director, TDAM discusses:
Greg Kocik, CFA, Managing Director, TDAM discusses:
- The value proposition of going from Investment Grade to High Yield.
- Strategies that aim to make High Yield work through all stages of the credit cycle.
- What differentiates TDAM when it comes to High Yield Investing.
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Titans of Technology
In this special edition Craig S. Watson, CPA, Vice President at T. Rowe Price discusses:
In this special edition Craig S. Watson, CPA, Vice President at T. Rowe Price discusses:
- Why certain technology companies have risen to prominence.
- If the technology sector is currently in a bubble.
- How T. Rowe Price leverages their worldwide network of research professional to connect the dots globally when analyzing companies.
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New Retirement Reality
Amol Sodhi, CFA, CIM, Vice President & Director, TDAM discusses:
Amol Sodhi, CFA, CIM, Vice President & Director, TDAM discusses:
- What the new retirement reality means for investors.
- Why historical retirement strategies may not work in the future.
- How TDAM has designed solutions specifically for retirees which may extend the longevity of their retirement assets.
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Asset Allocation Philosophy
Geoff Wilson, CFA, Managing Director, TDAM discusses:
Geoff Wilson, CFA, Managing Director, TDAM discusses:
- Why asset allocation should matter to investors.
- The importance of adjusting asset allocation within a portfolio to help take advantage of opportunities in a changing market.
- How TDAM is always seeking and researching new asset allocation ideas in order to help provide a better client experience.
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Global Fixed Income
Scott Colbourne, CFA, Managing Director, TDAM discusses:
Scott Colbourne, CFA, Managing Director, TDAM discusses:
- Expanding the opportunity set to help provide portfolio diversification and return enhancement.
- How country, credit, currency and curve (the C's) are essential to driving global bond market success.
- The importance of adding global bond solutions to an investment portfolio.
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Using Options to Help Enhance Portfolio Returns
Benjamin Gossack, CFA, Vice President, TDAM discusses:
Benjamin Gossack, CFA, Vice President, TDAM discusses:
- TDAM's option overlay program (the program).
- Details on how the program works in a portfolio.
- How TDAM leverages the program to add value.
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Quantitative Investment Philosophy
Jean Masson, Ph.D., Managing Director, TDAM discusses:
Jean Masson, Ph.D., Managing Director, TDAM discusses:
- TDAM's quantitative investing philosophy.
- Advantages of quantitative investing.
- What differentiates TDAM when it comes to quantitative investing.
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Sequence of Returns
David McCulla, CFA, Vice President & Director, TDAM discusses:
David McCulla, CFA, Vice President & Director, TDAM discusses:
- The challenges that investors may be facing nearing and during retirement.
- How TDAM uses active portfolio management to help generate more stable returns over time and benefit clients during retirement.
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Dividend Philosophy
David Sykes, CFA, Managing Director, TDAM discusses:
David Sykes, CFA, Managing Director, TDAM discusses:
- His views on the future of dividend investing.
- TDAM's disciplined dividend investment strategy.
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Low Volatility Equities
Jean Masson, Ph.D., Managing Director, TDAM discusses:
Jean Masson, Ph.D., Managing Director, TDAM discusses:
- His views on low volatility investing.
- How TDAM's low volatility strategies are positioned for opportunities to help benefit investors in the long term.
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Asset Allocation
Jimmy Xu, CFA, Vice President, TDAM discusses:
Jimmy Xu, CFA, Vice President, TDAM discusses:
- TDAM's Asset Allocation approach to help balance risk management for portfolio solutions.
- How the Asset Allocation Team is positioning TDAM's portfolio solutions to find opportunities that they believe will benefit investors in the long term.
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Currency
Michael Craig, CFA, Managing Director, TDAM discusses:
Michael Craig, CFA, Managing Director, TDAM discusses:
- His views on how currency factors into investment decisions and why it's important.
- How currency hedging can be used as an effective tool when making investment decisions.
- TDAM’s view on currency as a part of an asset allocation strategy.
Partner Resources
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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