tdam talks

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/

X: @tdam_canada

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/

X: @tdam_canada

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/

X: @tdam_canada

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/

X: @tdam_canada

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/

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

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