TDAM Talks

On this special International Women's Day edition of the TDAM Talks Podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Kim Parlee, Vice President, TD Wealth, and Priti Shokeen, Managing Director, Head of the ESG Research and Engagement Team, TDAM. Together, they share experiences as women in finance and their career journeys, discuss the importance of diversity of thought, and celebrate women's social, cultural and economic achievements. 

Highlights include:

Diversity, inclusion and equity as a key pillar of the ESG strategy (3:11)

The evolution of women's roles in the financial industry (13:08)

Looking at the AI-building algorithms through a female lens (19:01)

Opening opportunities for women through mentorship and sponsorship (21:15)

For the video version of this podcast, watch here!

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

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On this special edition TDAM Talks podcast in our Breadth of Experience series, Damian Fernandes, Managing Director, TD Asset Management Inc. (TDAM), Ben Gossack, Managing Director, TDAM and Jose Alancherry, Vice President, TDAM, engage in a roundtable chat on the equity market: Topics include recessionary fears, market cycles, diverging trends in investing, and revealing their equities "origin story." Damian and Ben are Lead Portfolio Managers at TDAM, and Jose is a Client Portfolio Manager within the TDAM Fundamental Equities Team.

Highlights include:

Is the U.S. Federal Reserve "overcooking" the economy? 1:00

Exploiting skepticism through stock selection 5:50

The Magnificent Seven and the Market - is it the S&P7 vs S&P493? 8:19

Living through the Industrial Supercycle 11:51

Should we be thinking about defensive stocks? 18:05

Is technology overplayed? 21:56

Artificial Intelligence and it's integration into our lives 23:20

The U.S. Elections and the impact on the economy - do they really matter? 25:12

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

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How Diversification and Consistency Build a Path to Financial Health

During this critical time of the year when Canadians are making their Registered Retirement Savings Plan contributions and investment selections, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Michael Craig, Managing Director, Head of the Asset Allocation and Derivatives Team, TDAM, and Anna Castro, Managing Director, TDAM. Together they discuss the power of consistency and diversification, why it's important to have a disciplined path to building wealth and financial health in retirement, and how portfolios can be positioned to help meet long-term retirement goals.

Highlights include:

• 2024 market outlook (1:04)
• Inflation and growth: Let history be your guide (3:10)
• Disciplined path to financial health (8:51)
• Nimble TD Retirement Portfolios strategies for investors at the decumulating stage (19:01)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

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LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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On this new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM, and Benjamin Chim, Managing Director, Lead of High Yield Fixed Income Team, TDAM to discuss how investors in Fixed Income can better understand bond markets and some of the key factors that may affect the outlook.

Highlights include:

• Return of Fixed Income in 2024 (1:30)
• Credit Challenges Ahead (4:00)
• Trajectory of Interest Rates (12:30)
• The Rapid-Fire Session: Recession, Global Tension, Election Year (19:00)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

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LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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On this first 2024 TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes David Sykes, SVP TDBG, Chief Investment Officer, Head of Investments, TDAM, to discuss the trends that may shape the financial landscape in the year ahead, outline the expectations for different asset classes and describe TDAM's disciplined investment approach.

Highlights include:

• 2023 in a rearview mirror (2:23)
• Expectations for different asset classes in 2024 (4:15)
• The Magnificent Seven theme outlook for the year ahead (9:34)
• How real are recessionary fears? (19:01)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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The Portfolio Managers at TD Asset Management Inc. (TDAM) are always hard at work behind the scenes expanding our innovative offerings, and through their dedication TDAM continues to be one of the top asset managers in Canada1. With a focus on building and maintaining strong relationships, and a commitment to understanding the unique needs of retail and institutional investors, asset managers at TDAM are driven to provide competitive solutions to help our clients achieve their goals.

Building on these strengths, we recently launched TD Global Investment Solutions (TDGIS), a new institutional identity bringing the combined multi-asset expertise of TDAM and Epoch Investment Partners, Inc. (TD Epoch) to the global investing community with the ability to expand our offerings in existing and new jurisdictions.

In this episode  of our Breadth of Experience podcast series, Jason McIntyre, Vice President, Head of Retail Distribution, TDAM, welcomes Mark Cestnik, Managing Director, Head of Global Institutional Distribution, TDGIS, for a look at some of the challenges asset managers face in the current market environment of GICs and "safety-seeking" behaviors of investors, and provide a deeper dive into TDAM capabilities at both the retail and institutional level.

Highlights include:

• What has enabled our asset management businesses to be successful in both the retail and institutional space? (0:42)
• What are some of our institutional Portfolio Managers' distinctive capabilities? (2:58)
• What are the main challenges for institutional asset management in the current market environment? (5:32)
• Perspectives on the launch of TD Global Investment Solutions (9:13)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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In this ENCORE episode of our Breadth of Experience podcast series, host Jason McIntyre, Vice President, Head of Retail Distribution, TD Asset management Inc. (TDAM), welcomes Damian Fernandes, Managing Director, TDAM, to discuss the current macro-economic environment, the pros and cons of different investment vehicles and what TDAM continues to focus on within the global equity space.

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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Highlights include:

• What is the equilibrium level of interest rates? (0:39)
• The R-star concept: providing insights into interest rate expectations (2:05)
• Interest rates forecasting methods (6:26)
• How complex is the interest rates forecasting process? (7:26)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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On this new TDAM Talks ETFs podcast, Jonathan Needham, VP and Director, ETF Distribution, TDAM, and Thomas Grant, VP, ETF Capital Markets, TDAM, welcome special guest Julien Palardy, Managing Director, Quantitative and Passive Investing, TDAM, to discuss how quantitative investment strategies may assist investors with navigating an ocean of data by learning from the past and looking into the future to help achieve their investing goals.

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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Highlights include:

• Why are investors drawn to ETFs? (1:15)
• What is the significance of portfolio asset allocation? (5:34)
• How is TDAM innovating asset allocation ETFs? (7:20)
• What do TDAM's ETFs bring to the table? (12:55)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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Highlights include:

• TD Epoch's distinctive capital reinvestment approach (02:46)
• Why does profitability matter more than growth? (6:49)
• How TD Epoch's disciplined process resulted in a win for the firm's institutional business (11:22)
• Tactical changes in the TD U.S. Capital Reinvestment Fund (13:17)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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Highlights include:

• Alexandra's background and professional journey 1:11
• Anna's background and professional journey 4:58
• How do you think your journeys to leadership may have been different from your male peers? 9:42
• What does "Embracing Equity" mean to you? 18:00
• What biases should people let go of regarding women in leadership? 21:50

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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Highlights include:

• Alternative investment solutions available at TDAM 2:02
• The evolution of investing in real assets 3:42
• What gives TDAM the edge in alternative investing? 5:48
• What is the outlook on commercial real estate such as office space? 11:02
• Lightning round: How real assets can provide an Inflation hedge 16:55

For a transcript of the episode in English and French, please visit the TD Asset Management Insights page: https://www.td.com/ca/en/asset-management/insights/summary/power-of-alternative-investments/ 

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

X: @tdam_canada

Highlights Include:

• Why are commodities an important part of portfolio construction? 1:05
• What are the different types of commodities? 4:22
• Should you consider investing in commodities? 8:38
• How is TDAM's new commodities offering unique in the marketplace? 12:25
• Where are the opportunities within the commodities landscape? 16:12

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

X: @tdam_canada

Highlights include:

• Focus on recent updates within TDAM's equities team 1:30
• What do equity markets have in store for the rest of 2023? 6:15
• How does Artificial Intelligence fit into broader investment themes? 9:25
• What effects will a monetary policy loosening have in the current market? 12:00
• Lightning round: China's reopening, technology, global financials 14:10

Encore Episode

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

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Artificial intelligence (AI) is a wide-ranging tool that is transforming every walk of life, with its earliest references dating back to the 1950's. Is AI good or bad? What will AI do next? These important questions could shape the future of our economy as we navigate through the greatest acceleration in the history of AI.

In this episode of the TDAM Talks Podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TDAM, welcomes guests Vitali Mossounov, Vice President & Director, Co-Head of Research, Fundamental Equities, TDAM, Juliana Faircloth, Vice President, TDAM, and Julien Nono-Womdim, Vice President, TDAM. Together, they discuss the AI space and its impact on markets, sectors, and the economy as a whole.

Highlights include:

• Is 2023 really a novel age of innovation? 1:15
• Why are we seeing a rapid surge in the AI space? 2:50
• How can we capitalize on the shifting technology landscape? 9:20
• What sectors are at the forefront of the AI revolution? 11:20
• What is TDAM's view on investing in disruptive technologies? 14:10

Originally aired June 2023

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

X: @tdam_canada

On a new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes special guest Tarik Aeta, Vice President, TDAM, to discuss trending topics in healthcare and provide insights into sector opportunities.

Highlights include:

• Panoramic view of past, current and emerging healthcare trends (1:29)
• Outlook for the sector as obesity drugs gain popularity (3:46)
• What are the greatest barriers to growth in healthcare? (5:00)
• Investment segments within the sector (7:40)
• Role of artificial intelligence in healthcare (13:40)
• What's driving growth in healthcare? 16:45)

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

X: @tdam_canada

Highlights include:

• TDAM investment teams and capability sets (2:41)
• TD Wealth Asset Allocation Committee: delivering a clear, concise and insightful market outlook (4:33)
• Innovation and new thinking: role of commodities in an asset allocation mix (5:57)
• TDAM Talks: making the concept of investing approachable (7:00)
• Changing financial landscape: looking at 2023 in a rearview mirror (10:56)
• What to expect from the markets in 2024? (14:09) 

For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/

Please follow "TD Asset Management" on 

LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

X: @tdam_canada