Macro Insights
The New Global Order
We explore the four ways that the new global economic order differs from the current order, the four policy priorities for the Trump Administration, the outlook for 2025-2026 and implications for investors.
Investment Insights
Traversing the Equity Style Spectrum
Investors often think about the equity market as being divided into value stocks and growth stocks. We discuss whether this is an effective way to categorize stocks and the instances of stocks moving from one category to another.
Investment Insights
Is the Health Care Sector Healthy?
We discuss the performance of the health care sector over the past two years and its outlook.
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The New Global Order
May 5, 2025 - 25 min read -
Traversing the Equity Style Spectrum
May 5, 2025 - 10 min read -
Is the Health Care Sector Healthy?
March 19, 2025 - Podcast 27 min listen
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Macro Insights
The New Global Order
We explore the four ways that the new global economic order differs from the current order, the four policy priorities for the Trump Administration, the outlook for 2025-2026 and implications for investors.
-
Investment Insights
Traversing the Equity Style Spectrum
Investors often think about the equity market as being divided into value stocks and growth stocks. We discuss whether this is an effective way to categorize stocks and the instances of stocks moving from one category to another.
-
Investment Insights
Is the Health Care Sector Healthy?
We discuss the performance of the health care sector over the past two years and its outlook.
Welcome to TD Global Investment Solutions
Explore what's possible together
TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies, sovereign wealth funds, and superannuation, among others. We strive to better understand our client's needs and offer solutions to meet those needs using our broad expertise across alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thought.
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Macro InsightsMay 05 2025
We explore the four ways that the new global economic order differs from the current order, the four policy priorities for the Trump Administration, the outlook for 2025-2026 and implications for investors.
Thought leadership25 min readKevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
Investment InsightsMay 05 2025Investors often think about the equity market as being divided into value stocks and growth stocks. We discuss whether this is an effective way to categorize stocks and the instances of stocks moving from one category to another.
Thought leadership10 min readSteven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch
Macro and Investment InsightsApril 17 2025We examine the reasons for President Trump's introduction (and pause) of reciprocal tariffs on more than 90 countries, their potential impact on the economy and implications for investors.
Thought leadership10 min readKevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
Bill Booth, CFA, Chief Investment Officer and Portfolio Manager, TD Epoch
Investment InsightsJanuary 23 2025The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors.
Thought leadership25 min readKevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
Investment InsightsJanuary 23 2025TD Epoch's investment philosophy focuses on free cash flow rather than on earnings. In this paper, we address two questions: 1) Why does free cash flow matter more than earnings in determining the value of a business, and 2) Do free-cash-flow metrics help investors identify stocks that outperform the market?
Thought leadership25 min readSteven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch
William Priest, CFA, Vice-Chair, TD Wealth, Chairman of the Board of Directors, TD Epoch
Investment InsightsNovember 27 2024We explore recent policy announcements from China and whether these policies might have a positive impact on the Chinese equity market, which has underperformed for several years.
Thought leadership15 min readKevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch
William Priest, CFA, Vice-Chair, TD Wealth, Chairman of the Board of Directors, TD Epoch