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08/31/2020
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TDAM Talks Podcast: Market Update (Audio)
NEW
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
08/26/2020
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Markets are at record highs. So where should we go from here? (Video)
NEW
Equity markets have fully recovered from the steep drop in March brought on by the COVID-19 pandemic. But with millions still unemployed, and the virus not yet contained, will markets continue to climb? Kim Parlee speaks with David Sykes, Managing Director and Head of Public Equities, TD Asset Management Inc.
08/25/2020
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Investing in SPAC IPOs: What you should know (Video)
NEW
More and more companies are utilizing a special purpose acquisition company, or SPAC, to get listed on U.S. public markets, as an alternative to a traditional IPO. Anthony Okolie speaks with Anna Castro, Vice President & Director, TD Asset Management Inc, about how a SPAC may offer investors a unique way to get in on the ground floor of growth companies.
08/24/2020
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From the desk of Robert Vanderhooft (Article)
NEW
The latest insights from Robert Vanderhooft, Chief Investment Officer, TDAM, on COVID-19, the overall market and specific asset classes.
08/24/2020
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TDAM Talks Podcast: Market Update (Audio)
NEW
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
08/20/2020
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Investing in China: A potential opportunity as the Chinese recovery outpaces the world (Video)
NEW
Major indicators showed China’s economy continues to recover from the COVID-19 pandemic, backed by Chinese stock markets outperforming the S&P 500. But with growing tensions with the U.S. and a brewing tech cold war between the two superpowers, what’s the investment outlook for Chinese equities? Kim Parlee speaks with Haining Zha, Vice President, TD Asset Management Inc.
08/19/2020
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With yields so low, should bonds be part of your portfolio? (Video)
NEW
The yields for U.S. Treasuries continue to languish at low levels. That has some investors wondering if it’s still worth having government bonds in their portfolio. Kim Parlee speaks with Greg Kocik, Managing Director, TD Asset Management Inc., about different strategies to help manage risk with your investments.
08/17/2020
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TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
08/14/2020
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The race for a COVID-19 vaccine (Video)
There’s been a flurry of vaccine news since the pandemic began, with a number of drug companies releasing a string of positive early stage results. Anthony Okolie speaks with Tarik Aeta, CFA, Vice President, TD Asset Management Inc., on the state of COVID-19 vaccine and therapeutics development.
08/13/2020
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Are Canadian rail companies on the right track? (Video)
2020 has been a tough year for Canadian railroads. Anthony Okolie talks with David Mau, CFA, Vice President, TD Asset Management Inc., about penitential reasons for optimism for the sector, and how Canadian rail companies can get back on track.
08/12/2020
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TDAM Talks Podcast - High Yield Bond Market Update (Audio)
Are we starting to see a return to normalcy in our day-to-day lives and in financial markets? Listen to Greg Kocik, CFA, Managing Director, TD Asset Management Inc., discuss the tightening spreads in the high yield market, the results attributed to July's earnings, and the winning and losing sectors.
08/11/2020
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COVID & The Consumer: Convergence of generational spending (Video)
The COVID-19 crisis has had tremendous implications on how consumers spend their money. Anthony Okolie speaks with Juliana Faircloth, Associate, TD Asset Management Inc., on the changing spending habits of baby boomers, millennials and Gen Z and the potential implications for investing.
08/10/2020
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TDAM Talks Podcast: Market Update (Audio)
NEW
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
08/06/2020
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The Bulls and Bears Battle: Netflix (Video)
NEW
The Nasdaq composite is at all-time highs, primarily attributable to a few well performing stocks. But will their prices continue to climb, or will they come back to earth? Anthony Okolie talks with Andriy Yastreb, CFA, Vice President, TD Asset Management Inc., about the bull and bear case for Netflix.
08/05/2020
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Is Europe’s green new deal the real deal for investors? (Video)
The European Unions' (EU) historic stimulus package devotes a third of the funds to fighting climate change. Anthony Okolie speaks with Christian Medeiros, Associate Portfolio Manager, TD Asset Management Inc., on the EU’s green growth strategy to jumpstart its economic recovery and how to invest in a greener future.
08/04/2020
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TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
08/04/2020
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Q1 and Q2: A tale of two quarters. What’s next? (Video)
With the first half of 2020 behind us, equity markets have been resilient despite the uncertainty caused by COVID-19. Equity markets recovered quickly after falling into the fastest bear market in history. Kim Parlee speaks with Michael Craig, Head of Asset Allocation, TD Asset Management Inc.
07/31/2020
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Big tech continues to post big earnings amid coronavirus downturn (Video)
The big U.S. tech companies reported quarterly earnings and topped analyst estimates, as the pandemic pushed consumers to rely more on personal devices. Anthony Okolie speaks with Vitali Mossounov, Vice President, TD Asset Management Inc., about whether tech’s rise is likely to continue.
07/30/2020
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TDAM Talks Podcast - High Yield Bond Market Update (Audio)
Is it possible that the credit quality of high yield will start to improve over the next 12 months? – Listen to Greg Kocik, CFA Managing Director, TD Asset Management Inc., discuss the high yield market, trending themes in fixed income, and market outlook.
07/28/2020
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Understanding investor sentiment: The trend is your friend (Video)
One way to gauge investor sentiment is the put/call options ratio, also known as a bearish-bullish indicator. Anthony Okolie talks to Ben Gossack, Vice President & Director, TD Asset Management Inc., about the state of the markets, and how he uses options strategies seek to to boost returns and minimize risks in ETFs.
07/28/2020
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TDAM Talks Podcast with Ingrid Macintosh (Audio)
Are RVs and trampolines the new toilet paper? How the COVID-19 Pandemic continues to effect consumer spending priorities. Ingrid Macintosh, Vice President, TD Wealth and Head of Sales Enablement, Communications and Digital Strategy and Anita Bruinsma Vice President, Fundamental Equity, TD Asset Management Inc. discuss the new reality of vacationing during COVID-19, the change in consumer spending, and what sectors have been impaired or benefited from the lockdown.
07/27/2020
- From the desk of Robert Vanderhooft (Article)
The latest insights from Robert Vanderhooft, Chief Investment Officer, TDAM, on COVID-19, the overall market and specific asset classes.
07/27/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
07/22/2020
- 2020 midyear investment outlook with TD Asset Management CIO (Video)
In Q2, investors learned about the risks of standing in the way of a raging bull—a bull market that is. But will the bull keep charging? Kim Parlee speaks with Rob Vanderhooft, Chief Investment Officer, TD Asset Management Inc., about his outlook on equities, fixed income, real estate, gold and currencies in these unprecedented times.
07/21/2020
- Will electric vehicles supercharge automakers? (Video)
EV sales started to pick up in 2009 and have been increasing ever since. Anthony Okolie talks with David Mau, Vice President, TD Asset Management Inc., about the potential long-term implications of the COVID-19 pandemic on the electric vehicle industry and the recent turbo-charged rise in Tesla's share price.
07/20/2020
- From lower profits to higher provisions: The road ahead for U.S. banks (Video)
U.S. banks have seen their Q2 profits plunge due to low interest rates and provisions made for a potential surge in loan defaults. Anthony Okolie speaks with Monica Yeung, Vice President, TD Asset Management Inc., about the latest results and how U.S. banks are weathering the pandemic.
07/15/2020
- BOC holds steady, sees slow and uncertain economic recovery (Video)
The Bank of Canada kept its key interest rate on hold. It also said the economy continues to face uncertainties because of the COVID-19 pandemic. Anthony Okolie speaks with Scott Colbourne, Managing Director, Active Fixed Income, TD Asset Management Inc., about the outlook for the economy.
07/14/2020
- Is Amazon unstoppable? The bull and bear case (Video)
The coronavirus pandemic has accelerated e-commerce sales and slowed sales for brick-and-mortar retailers – two trends that benefit Amazon. But the pandemic has also forced competitors to bolster their own offerings. Anthony Okolie talks with Anita Bruinsma, Vice President, TD Asset Management Inc., about the bear and bull case for the e-commerce giant Amazon.
07/13/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
07/13/2020
- The promise of 5G wireless: Opportunities and risks (Video)
5G has been hailed as the next big innovation in wireless internet. Anthony Okolie talks with Andriy Yastreb, Vice President, TD Asset Management Inc., about the recent rollout of 5G across Canada, and what that may mean for telecom giants and consumers.
07/07/2020
- The bull and bear case for Shopify (Video)
It’s been a meteoric rise for Ottawa-based technology company Shopify, which recently became Canada’s largest publicly traded company. Anthony Okolie talks with Vitali Mossounov, Vice President, TD Asset Management Inc., about the bear and bull case for Shopify.
07/06/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
07/06/2020
07/02/2020
- TDAM Talks Podcast - High Yield Bond Market Update (Audio)
How will the recent surge in COVID-19 cases in the U.S. affect the high yield space? – Listen to Greg Kocik, CFA Managing Director, TD Asset Management Inc., discuss the high yield market, trending themes in fixed income, and market outlook.
06/29/2020
- Emerging Market Tech Stocks: Weathering the COVID-19 storm (Video)
Some tech companies are not only surviving the pandemic but are thriving as consumers in lockdown go online. Anthony Okolie speaks with Christian Medeiros, Associate Portfolio Manager, TD Asset Management, about tech companies in emerging markets that are stepping up.
06/29/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
06/23/2020
- Make market volatility work for you (Video)
Market volatility is back. Anthony Okolie speaks with Anna Castro, Vice President & Director, TD Asset Management Inc., about how to potentially make the volatility work for your portfolio and the importance of going beyond traditional strategies for diversification.
06/22/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
06/18/2020
- Life in a post-COVID world: Opportunities and challenges (Video)
COVID-19 has changed the world. Now we are asking, what will the world look like as the pandemic evolves. How will life be different at work, home or play? And what investment opportunities may arise? Damian Fernandes, Vice President & Director, TD Asset Management Inc. weighs in.
06/17/2020
- Canadian pipelines: Moving ahead or more headwinds to come (Video)
Following years of delay from court rulings as well as opposition from domestic and foreign and advocacy groups, could there be light at the end of the tunnel for the big 3 Canadian pipelines being built? James Hunter, Global Infrastructure Analyst, TD Asset Management Inc., talks about the status of the pipelines and the potential broad implications for the sector.
06/16/2020
- Will markets continue to rise? (Video)
Volatility has returned to stock markets with several indices reporting the biggest one-day drop since March, only to be followed by a swift recovery. Kim Parlee speaks with David Sykes, Head of Public Equities, TD Asset Management, Inc., about the shape of the economic recovery and the strategies for various investment objectives.
06/15/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
- From the desk of Robert Vanderhooft (Article)
The latest insights from Robert Vanderhooft, Chief Investment Officer, TDAM, on COVID-19, the overall market and specific asset classes.
06/12/2020
- Markets sell off: Healthy pullback or more pain to come? (Video )
Anthony Okolie talks with Michael Craig, Head, of Asset Allocation, TD Asset Management, Inc. about the biggest market drop since March, the potential path to economic recovery and investment strategies in volatile markets.
06/09/2020
- Canada’s commercial real estate: Opportunities and challenges (Video) NEW
Economies have started to reopen, and some markets have largely recovered. But with much uncertainty ahead, Ted Welter, Chief Investment Officer for Alternative Investments at TD Asset Management Inc., discusses how alternative investments could potentially provide long term stability in your portfolio.
06/08/2020
- TDAM Talks Podcast: Market Update (Audio
)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that
capture our interest today, and the outlook for TDAM Portfolios.
06/03/2020
- BoC holds on rates, says COVID-19 impact may have peaked (Video )
Anthony Okolie talks with Scott Colbourne, Managing Director, Active Fixed Income, TD Asset
Management, Inc., about the latest Bank of Canada rate decision and the outlook for the Canadian economy.
06/01/2020
- U.S.-China tension escalates: Headwind for markets and economy? (Video)
Kim Parlee and Haining Zha, Vice President, TD Asset Management, Inc., discuss the mounting U.S.-China tensions and what that could mean for trade and the economy.
- From the desk of Robert Vanderhooft (Article)
The latest insights from Robert Vanderhooft, Chief Investment Officer, TDAM, on COVID-19, the overall market and specific asset classes.
- TDAM Talks Podcast: Market Update (Audio )
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
05/29/2020
- Consumer trends and the changing retail landscape during COVID-19 (Video )
Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with Anita Bruinsma, Consumer Discretionary Analyst, TD Asset Management, Inc., about the latest trends that could shape the future of retail in North America and around the world.
05/28/2020
- When will the airline industry take off again? (Video)
Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with David Mau, Portfolio Manager, TD Asset Management, Inc., about the potential long-term implications of COVID-19 on the airline industry and its possible path to recovery.
05/27/2020
- Finding investment opportunities in volatile markets (Video)
Kim Parlee talks with Rob Vanderhooft, Chief Investment Officer, TD Asset Management, about how periods of higher volatility can help clear excesses, and create investment opportunities.
05/25/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
05/19/2020
- From the desk of Robert Vanderhooft (Article)
The latest insights from Robert Vanderhooft, Chief Investment Officer, TDAM, on COVID-19, the overall market and specific asset classes.
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
05/13/2020
- In search for yield: Has the death of dividends been greatly exaggerated? (Video)
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 updates, followed by Kim Parlee’s conversation with Bill Priest, Co-CIO, Epoch Investment Partners, Inc., about the sustainability of the recent strength of equity markets and if the relative risk of dividend stocks has been greatly exaggerated.
05/12/2020
- Finding yield in the era of lower-for-longer interest rates (Video)
Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by Kim Parlee’s talk with Ben Gossack, portfolio manager, TD Asset Management Inc., on finding dividend growers and the use of options strategies to potentially help enhance returns.
05/11/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
05/04/2020
- From the desk of Robert Vanderhooft (Article)
The latest insights from Robert Vanderhooft, Chief Investment Officer, TDAM, on COVID-19, the overall market and specific asset classes.
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
04/30/2020
- Indoors and online: How the COVID-19 lockdown is changing retail (Video)
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Anita Bruinsma, Consumer Discretionary Analyst, TD Asset Management, about how COVID-19 is affecting retailers as consumers are shopping more online.
04/29/2020
- Federal Reserve continues to support global financial markets (Video)
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Scott Colbourne, Managing Director, Global Active Fixed Income, TD Asset Management, about the Fed’s pledge to keep rates near zero to support the economy through the coronavirus pandemic.
04/27/2020
- COVID-19 and Staying the Course (Blog Post)
Market changes may have investors thinking about withdrawing from the market, however that may not be the best approach for your long-term goals. This blog post provides some insight on how there may be opportunities in every market, even in the midst of a pandemic.
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
- Frank McKenna on COVID-19, Canadian energy sector, and U.S.-Canada relations (Video)
Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by Kim Parlee’s talk with Frank McKenna, Deputy Chair, Wholesale, TD Securities, about how governments have responded to the pandemic, challenges for Canada’s oil patch and global supply chains.
04/24/2020
- What’s happening with the markets and my investments? (Video)
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Michael Craig, Head of Asset Allocation, TD Asset Management, about the state of the markets and the importance of focusing on long-term goals.
04/20/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
- Brace for first earnings season under COVID-19 (Video)
Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with David Sykes, Head of public equities, TD Asset Management on earnings outlook and the extent of the coronavirus outbreak’s hit to corporate profits.
04/14/2020
04/13/2020
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
04/07/2020
- Market Update and Look Ahead with TDAM CIO (Video)
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Rob Vanderhooft, CIO, TD Asset Management, on the state of the financial markets and the shape of a potential recovery.
04/06/2020
- From the desk of Robert Vanderhooft (Article)
The latest insights from Robert Vanderhooft, Chief Investment Officer, TDAM, on COVID-19, the overall market and specific asset classes.
- TDAM Talks Podcast: Market Update (Audio)
Listen to Amol Sodhi, a senior portfolio manager on the asset allocation team, as he discusses the past week in financial markets, the trending themes that capture our interest today, and the outlook for TDAM Portfolios.
04/03/2020
- Oil prices march higher as OPEC calls emergency meeting (Video)
Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Michael O’Brien, Managing Director, TD Asset Management, about what a potential deal between OPEC+ members on curbing production could mean for the oil market.
04/02/2020
04/01/2020 |
