Two Decades of Discipline: Cash Flow Growth and Shareholder Yield
Since its inception, the Global Equity Shareholder Yield strategy has strived to build a diversified portfolio of high-quality companies with growing cash flows that is then returned to shareholders. The strategy pursues attractive total returns and an above-average level of income with lower than market volatility and has historically shown style consistency and low correlations to traditional equity styles.
Actively Speaking: A Fundamental Look at the Current AI Supercycle
We discuss the rapid rise of AI and how it is reshaping capital expenditures, industry infrastructure, stock market returns, and business models, while also examining the risks and signals of a potential investment bubble.
Spotlight: Capital Allocation in the Health Care Sector
We explore how capital allocation strategies differ across major health care subsectors, highlighting the balance between reinvestment and returning cash to shareholder. We also explore how regulatory changes, technological advancements like AI, and evolving market dynamics are shaping future capital allocation decisions.
-
Two Decades of Discipline: Cash Flow Growth and Shareholder Yield
January 28, 2026 - 10 min read
-
Actively Speaking: A Fundamental Look at the Current AI Supercycle
January 5, 2026 - 27 min listen
-
Spotlight: Capital Allocation in the Health Care Sector
December 5, 2025 - 10 min read
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). In the United States, investment services are offered by Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies and intermediaries, among others. We strive to better understand our client's needs and offer solutions to meet those needs using our broad expertise across asset classes.
Strength and Experience
Stay Informed
-
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 InsightsJanuary 05 2026We discuss the rapid rise of AI and how it is reshaping capital expenditures, industry infrastructure, stock market returns, and business models, while also examining the risks and signals of a potential investment bubble.
Podcast27 min listenJustin Howell, CFA, Managing Director, Portfolio Manager, TD Epoch
Victor Anthony, Director, Portfolio Manager and Research Analyst, TD Epoch
Macro InsightsAugust 18 2025We 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 readKevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch