The U.S. has enjoyed unchallenged economic, technological and military dominance globally for several decades, but its hegemony is at risk as a strengthening China has shaken the status quo. The Trump administration seeks to reaffirm the U.S.'s superiority through policies focused on homeshoring, innovation through deregulation, and reducing global reliance on the USD as reserve currency, but with all of these priorities driving policy, what is the future of the new global order? What is the impact on investors as the U.S. renegotiates its position on the global stage?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Kevin Hebner, Managing Director, Global Portfolio Management, Epoch Investment Partners, Inc. as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles. 

Highlights include:  

(00:01:25) Key themes of the new global order

(00:05:48) Can the U.S. successfully "homeshore" its manufacturing?

(00:12:29) The goal for the U.S. dollar

(00:18:35) Outlook for U.S. and global equity markets

(00:23:32) Prime Minister Mark Carney and Canada's role in the new global order

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]

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Highlights Include:

00:00:50 Back to basics: what is diversification?  

00:03:00 Can diversification hurt returns?  

00:05:50 The right time to diversify  

00:07:30 How to approach diversification when building your portfolio  

00:11:25 The role of correlation in portfolio construction  

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/

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Christian Medeiros, Vice President & Director, Portfolio Manager, Asset Allocation, TDAM and Hussein Allidina, Managing Director, Head of Commodities, TDAM, as they discuss what these early decisions mean for Canada's broad investment strategy going forward, how international partners are adapting, the impact on key sectors, and what might be ahead in the next 100 days.

00:01:38 Where trade is today, and how it differs from Trump 1.0 

00:04:18 The impact of trade wars on commodities and Canadian producers 

00:06:02 Rapid-fire insights on immigration, tax cuts and deregulation 

00:22:17 Key diversifying sectors to consider amid market volatility 

00:26:09 Setting the stage for the next 100 days 

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]

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

Join our expert trio:

Chiara Carozzi, Relationship Manager, Advisor Distribution at TD Asset Management, who brings a hands-on perspective on client dynamics.  

Vitali Mossounov, Managing Director and Head of Fundamental Equity Research at TDAM, who deciphers the macroeconomic currents influencing market swings.  

Juliana Faircloth, Vice President & Director of Portfolio Research at TDAM, who unpacks the research and disciplined strategies underpinning resilient investing.

Together, they unpack key topics like the delicate balance between fear and greed, the power of rigorous fundamental research, and how a disciplined investment process can transform market volatility into long-term opportunities. Whether you're a hands-on investor or simply intrigued by the evolving market landscape, this episode offers the insights you need to navigate uncertainty with confidence.

00:01:29         Looking back at the events that shaped the markets 

00:03:07         Market pendulum – swinging between fear and greed 

00:08:25         Unravelling stock valuations through in-depth research 

00:09:51         Rigorous investing approach vs. speculative seasonal trends 

00:12:35         TDAM's investing philosophy: grounded in fundamental research 

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]

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Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM) and Monica Yeung, Vice President & Director, Portfolio Manager, TDAM to dig into where growth is budding, where it might still be frozen, and what's in store for the loonie and volatility in months to come.

Highlights"

(00:00:50) Paint a picture of our current market landscape and some sectors to watch

(00:07:30) How tariff threats might drive policy changes in the coming federal election

(00:09:07) The shift in relative valuation for the U.S.

(00:10:54) Uniquely Canadian core advantages

(00:19:10) What's the outlook for volatility going forward?

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]

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

(00:01:02) Long-term view on U.S. equities

(00:03:12) What are earning reports telling modern investors?

(00:06:57 Is economic uncertainty weighing down on consumer behaviour?

(00:09:53) How can investors access opportunity themes in the current fluid environment?

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/

In this second part of the roundtable chat, our portfolio managers dive into the effects of tariffs on various sectors and industries, policy uncertainty, the framework for security selection and key signals driving it.

(00:01:09) Navigating the stages of AI adoption: Where do we stand?

(00:02:43) Signals driving security selection: price, earnings, valuations

(00:05:33) Market's shifting focus on policy uncertainty

(00:09:08) Tariff effects: cloudy outlook

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]

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

Investing in the market often resembles the experience of a flight: predominantly steady yet intermittently disrupted by turbulence. Investors may currently be facing similar turbulence: the optimism that marked the beginning of 2025, fueled by anticipated pro-business policies and tax cuts, has been tempered by the uncertainties introduced by tariffs. 

Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Managing Director, Managing Director, Head of Fundamental Equity Research, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q1 roundtable chat on stocks and shocks driving the markets.

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/

Summary:

1:25 FundGrade A+ awards - TD Mutual Funds and TD ETFs win 24 awards in the ….

1:55 What sets TD Asset Management apart? What makes up the portfolio management and research teams?

4:45 What is one thing that makes the biggest difference and generates positive relative performance?

6:00 What are some standout sectors that drive performance and where are we looking for opportunities moving forward?

9:00 What is the example of an opportunity that TDAM uncovered thanks to the unique process?

12:05 Market Uncertainty - how are we navigating through these uncertain times and how does it propel TDAM for investment success in the future? 

Also:

24 mutual funds and ETFs managed by TD Asset Management Inc. recognized at the Fundata FundGrade A+® Awards: https://www.td.com/ca/en/asset-management/resources/about-us/awards

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/

In the ever-shifting landscape of investments, fixed income often plays a quiet yet crucial role, serving as the backbone that supports and stabilizes portfolios through market turbulence. With inflation proving to be more persistent than anticipated and interest rates keeping investors on edge, this asset class is reclaiming its place in the spotlight. As we navigate this evolving landscape, it's vital to examine what these shifting dynamics mean for investment returns, credit markets, and the significant pool of cash that remains on the sidelines.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, and Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM, as they explore the evolving bond and interest rate landscape, drivers of fixed income returns and ways to access meaningful diversification opportunities through private markets.

0:58     The inflation challenge: key insights for investors 

6:05     How does the interest rate narrative play into portfolio construction? 

10:48     What role does bond duration play in shaping return potential? 

12:44     Fixed income investment cornerstone: more yield, more income and exposure to credit 

15:51     Return environment: fixed income portfolios vs. guaranteed investment certificates 

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/