Please refer to the event synopsis for a full recap of the insights shared.

This spring, TD Global Investment Solutions (TDGIS) travelled to seven cities across Canada for the 23^rd annual Sharing of Knowledge Learning Series. This in-person regional event featured institutional leaders from TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch) sharing thought-provoking insights and the latest industry trends.

This year's topics focused on two key areas: what the evolving global economic order will mean for investors, the importance of diversification and cutting through the yield-chasing hype to expose where real risks lie. To view the speakers and learn more about the Sharing of Knowledge and Learning Series presentations, see below.

The Rupture in the World Order: Implications for Investors

This presentation explored how shifting global power dynamics, particularly China’s challenge to the U.S. and the accelerating AI race, reshaped markets and investment strategies, underscoring the need for broader diversification across regions, sectors, and asset classes.

Kevin Hebner, PhD Managing Director, Global Investment Strategist, Epoch Investment Partners, Inc.

When Yield Bites Back
 

This session examined the risks beneath private credit’s appeal, focusing on how leverage, complex valuations, and illiquidity could impact outcomes, and how recent market stresses and manager selection played a critical role in determining whether private credit adds value in portfolios.
 

Bruce MacKinnon Managing Director, Head of Private Debt Research & Origination, TD Asset Management Inc.

Louis Bélanger, CFA, FRM Vice President & Director, Private Debt Portfolio Management, TD Asset Management Inc.

For more information about this year's Sharing of Knowledge Learning Series, please contact your TDGIS Relationship Manager.

For Canadian institutional investment professionals only. Not for further distribution.

TD Global Investment Solutions represents TD Asset Management Inc. (“TDAM”) and Epoch Investment Partners, Inc. (“TD Epoch”). TDAM operates in Canada and TD Epoch operates in the U.S. Both entities are affiliates and wholly-owned subsidiaries of The Toronto-Dominion Bank.

TDAM and TD Epoch products are also available through a network of affiliated and unaffiliated distributors. Please contact our distribution partners to find out more.

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