Cut through the clouds with Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Jose Alancherry, Vice President, Client Portfolio Management, TDAM, to learn what's fueling domestic travel growth in Canada, how aerospace and defense are correlated, and how investors might think about exposure to these industries through ETFs. Buckle up and tune in to find out what's making sectors take flight, and why diversification and quality are first-class considerations.

Highlights include:

00:01:35 Current travel trends

00:05:05 How to invest in travel

00:07:30 Why do aerospace and defense share a category?

00:11:10 How to invest in defense

00:16:00 Risk/reward framework of sector investing

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/

Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) alongside a panel of special guests for the four-part Mid-Year Market Checkpoint – a summer podcast series digging into the headlines across equities, fixed income, alternatives and asset allocation.

Highlights:

00:00:40  Overview of the past six months  

00:04:20  Looking ahead to the next six months  

00:07:00  Upcoming headline themes to watch  

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/

Highlights include:  

00:01:05   Overview of the past six months  

00:06:50   Looking ahead to the next six months  

00:15:00   What's one thing people should be thinking about?  

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/

Highlights include:

00:02:15 Why should millennial investors consider bonds?

00:05:20 Break it down: what exactly are bonds?

00:07:30 Selling a bond before maturity

00:09:30 Bond ETFs vs. individual bonds

00:12:00 Today's top takeaways

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/

Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? 

Highlights include:  

00:00:40 Overview of the past six months

00:04:20 Looking ahead to the next six months

00:07:00 Sector-specific insights and opportunities

Stay tuned for our next episode of the Summer Series featuring the TD Asset Management Asset Allocation team!

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/

Highlights include:

00:00:12 What is driving the global rise in yields?

00:02:50 The current global demand for datacenters and computing

00:09:10 Navigating volatility and opportunities this year

00:13:40 Blue-sky scenario for equities

The panel will be back in two months to discuss the third quarter events in the market - stay tuned! 

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/

The panel aims to answer these questions - what sectors of the Canadian economy seem to be faIring well during this market? Why people really buy fixed income? And, can we really trust politicians to do the right thing?

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/

Highlights Include:

00:03:53 Perspectives on the last quarter's equity market

00:07:23 What is driving market resurgence?

00:10:24 Are recent policy shifts realistic and sustainable?

00:11:46 The impact of U.S. policy on global economic growth

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/

When markets get bumpy, many investors seek stability and it's not always clear how to achieve it without stepping completely into the sidelines. Low volatility strategies have gained attention for their ability to reduce drawdowns and temper portfolio swings, but when and how should investors be incorporating them? Are low volatility strategies just a defensive play, or can they be a long-term core holding? And if you already own fixed income, do you really need to add anything new?

Highlights include:

(00:01:05) What is market volatility and why is managing it so important?

(00:04:10) The impact of low volatility strategies on drawdown effects

(00:09:20) When to enter and exit low volatility strategies

(00:14:05) Do investors need low volatility if they already have fixed income exposure?

(00:16:10) Spotlight on the Quantitative Investing Team

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/

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]

Please follow "TD Asset Management" on 

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