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  • 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.

    Read More

  • 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.

    Read More

  • Is the Health Care Sector Healthy?

    We discuss the performance of the health care sector over the past two years and its outlook.

    Listen
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  • The New Global Order

    May 5, 2025 - 25 min read

  • Traversing the Equity Style Spectrum

    July 31, 2025 - 10 min read

  • Is the Health Care Sector Healthy?

    May 5, 2025 - 10 min read

Market News and Insights

As an institution focused on new thinking, our goal is to provide clients with valuable insights regarding innovative investment concepts and market occurrences.

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  2. Thought Leadership (62)
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Macro Insights
August 18, 2025
The Dollar is Our Currency, but It’s Your Problem

The Dollar is Our Currency, but It’s Your Problem

We explain the four reasons why we expect a weaker dollar – currently overvalued USD, over-ownership by foreign investors, unsustainable imbalances for the U.S. and the administration's goals - and discuss the implications for the CNY, bond yields, sectors and investors.

Thought leadership25 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Investment Insights
July 31, 2025

Dividend Focused Strategies in Uncertain Times

We discuss a few of the forces driving market uncertainty – interest rates, tariffs and inflation – and how the lower volatility offered by some dividend focused strategies might be attractive in the current market environment. 

Thought leadership10 min read

Kera Van Valen, CFA Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch

Michael Jin, CFA Managing Director, Portfolio Manager and Senior Research Analys

Macro Insights
July 02, 2025
AI Eats World: Five Themes for 2025

AI Eats World: Five Themes for 2025

To demonstrate the acceleration of the pace of progress in AI, this paper discusses five of the most important AI themes in play today: physical AI, China’s ascending capabilities, Trump’s tech agenda, agentic AI and open-source models.

Thought leadership25 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Investment Insights
May 26, 2025
Real Assets Market Report

Real Assets Market Report

TDAM's Alternative Investments team recaps key takeaways from real estate, mortgage, infrastructure, and private debt markets.

Commentary30 min read

Alternative Investments Team

Investment Insights
May 05, 2025
Traversing the Equity Style Spectrum

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. 

Thought leadership10 min read

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch

Macro Insights
May 05, 2025
The New Global Order: Implications for Investors

The New Global Order: Implications for Investors

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 read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Investor Knowledge
April 24, 2025
Investing with Low Volatility – Being the Calm within the Storm

Investing with Low Volatility – Being the Calm within the Storm

Low volatility strategies and the certainty of continued uncertainty

Blog10 min read
Macro
April 23, 2025
Capital Markets Outlook for 2Q25

Capital Markets Outlook for 2Q25

We explore the impact of tariffs and the new global order on the economy, trade and the capital markets.

Webinar25 min watch

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Macro and Investment Insights
April 17, 2025
The Days After Liberation Day

The Days After Liberation Day

We 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 read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Bill Booth, CFA, Chief Investment Officer and Portfolio Manager, TD Epoch

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Macro Insights

August 18 2025

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The Dollar is Our Currency, but It’s Your Problem

Thought leadership 25 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Investor Knowledge

August 14 2025

Why institutional investors should consider commodities in their asset allocation

Commentary 10 minutes
Investment Insights

July 31 2025

Dividend Focused Strategies in Uncertain Times

Thought leadership 10 min read

Kera Van Valen, CFA Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch

Michael Jin, CFA Managing Director, Portfolio Manager and Senior Research Analys

What's Trending?

The Dollar is Our Currency, but It’s Your Problem

August 18 2025 - 25 min read

Why institutional investors should consider commodities in their asset allocation

August 14 2025 - 10 minutes

Dividend Focused Strategies in Uncertain Times

July 31 2025 - 10 min read

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