Despite the noise from tariff pressures and concerns over fiscal sustainability, fixed income and global bond markets are revealing a more nuanced story—one where resilient business fundamentals and disciplined borrowing remain key anchors. Heightened geopolitical tensions and shifting global power dynamics are reshaping the macroeconomic environment, influencing interest rates, credit conditions, and corporate bond performance. Inflation trends, demographic shifts, and emerging productivity themes such as AI are redefining how investors assess risk and position across the yield curve. What does this evolving backdrop mean for fixed income opportunities and portfolio construction in 2026?

Join Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TD Asset Management Inc. (TDAM) and Hafiz Noordin, Vice President & Director, Active Fixed Income Portfolio Management, TDAM as they explore the evolving fixed income landscape and opportunities across global bond markets. 

Highlights include:

0:30  Examining the macro environment for fixed income in 2026  

4:25  Assessing the competing drivers behind muddled inflation  

7:50  Exploring the tailwinds for corporate bond performance  

10:45  What are the opportunities in emerging markets?  

14:05  How does fixed income fit into a multi-asset portfolio?  

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead.

Highlights include:

00:50 Year in review: looking back on 2025

02:40 Expectations for key asset classes in 2026

10:30 What are some risks and opportunities for the year ahead

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Highlights include:  

00:50  Core ETFs are making a comeback  

03:05  How to position active ETFs in your portfolio  

6:10  Balancing income needs with the potential for long-term growth  

9:05  Why investors are increasingly looking beyond North America for their ETF 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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Highlights include:

0:05 How U.S policy and rate differences may shape the USD and CAD outlook

6:55 Looking at where U.S trade policy might be headed

12:15 How inflation trends and leverage may change views on tariffs

17:40 What investors should look forward to in 2026

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Highlights include:  

00:05  Did Southern Europe learn something during the European Debt Crisis and is that now flowing through to other countries?  

03:35 Is this the era of fiscal dominance?  

12:40 What's different about how we manage money today?  

17:25 Breaking down Canadian and U.S. currency  

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Highlights include:

(3:30) A look back on 2025

(6:00 Are we in a new "bond" era?

(9:50) What is driving yield?

(15:05) How shifting priorities are reshaping markets across regions

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch as they discuss what a weaker U.S. dollar may mean for investors.

Highlights include:

(00:35) How significant is this move to a weaker dollar?

(02:20) Four reasons why we expect a softer greenback

(07:00) What does this mean for investors?

(11:30) The U.S. government's approach to rebalancing

(20:15) Lightning round: is gold a "buy", will yields spike and how fast could the U.S. dollar fall?

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Priti Shokeen, Managing Director, Head of Sustainable Investment, TDAM and Vanessa Allen, Vice President & Director, Sustainable Investment, TDAM as they break down stewardship, why it matters and how it plays a key role in the sustainable investing approach at TDAM.

Highlights include:  

1:55 Breaking down stewardship – what does it mean and why it matters?  

5:20 What puts the "S" in ESG  

7:15 What can drive a company off course  

10:30 How stewardship is playing a role in Indigenous relations  

14:30 How the social factors of ESG continue to transform  

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), and Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, as they break down the four biggest mistakes investors make when creating an ETF-only portfolio.

Highlights include:

1:45 How to choose the right ETF

4:20 A look under the hood: what to watch out for  

7:05 Understanding the cost of an ETF

10:20 Knowing if you are truly diversified

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/podcast 

Email any questions or ideas for future episodes to: [email protected]

Please follow "TD Asset Management" on 

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.