TDAM Talks

Private markets are often viewed through the lens of returns, but risk, liquidity, and long-term value creation are equally important parts of the story. For investors, understanding how private assets are managed, valued, and integrated into a portfolio matters just as much as understanding the assets themselves.
 
This episode explores:

·    How private markets have remained resilient through inflation, interest rate volatility, and geopolitical uncertainty

·    Why open-ended fund structures may better align with long-term investment horizons

·    How rising demand for office space, power generation, and digital connectivity is shaping opportunities in real estate and infrastructure

As market conditions continue to change, what role can private markets play in a long-term portfolio?

Hear Justin Flowerday, Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM), and Colin Lynch, Head of Private Markets, TDAM as they discuss private market investing, liquidity, infrastructure, real estate, and the importance of investor alignment.

00:35    How private markets remained resilient during volatility
05:05    Why open-ended fund structures matter
08:28    The unexpected strength of retail and office real estate
12:10    How infrastructure investing is evolving
25:30    What investors should ask a private markets manager
 

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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AI is changing how investment teams research, build, and manage portfolios, but human expertise remains a critical part of the investment process. In this episode, we explore:

·       How advances in AI and machine learning are accelerating quantitative research

·       Why implementing investment models requires significant data, infrastructure, and oversight

·       How market concentration is changing traditional benchmarks and shaping investor portfolio decisions

As AI becomes more widely available, what will continue to separate investment managers from one another?

Hear from Julien Palardy, Managing Director, Head of Quantitative Investing, TD Asset Management Inc. (TDAM), Laurie-Anne Davison, Managing Director, Head of Passive Investing, TDAM and Samuel Carriere, Vice President, Client Portfolio Management, TDAM as they discuss the growing role of AI in investing, evolving approaches to portfolio construction, and why human oversight remains essential in portfolio management.

Highlights include

00:33    Why AI is not replacing investment teams
AI can automate parts of research and portfolio management workflows, but human expertise, accountability, and oversight remain essential.
02:29    How AI is accelerating quantitative research
Large language models are helping quantitative teams build tools, test ideas, process data, and develop models more efficiently than before.
07:13    The rising concentration risk in benchmarks
Technology and semiconductor companies now represent a growing share of major indexes, increasing investors' exposure to a smaller group of stocks.
15:20    Why investors are diversifying investment approaches
Many investors are looking beyond a single investment style by combining fundamental, quantitative, and passive strategies within their portfolios.
26:27    Why human oversight still matters in portfolio management
Even as investment processes become more automated, portfolio managers remain responsible for handling implementation challenges, managing operational complexity, and overseeing investment decisions.

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/

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After a period of rising rates and market volatility, investors are asking whether the opportunity in fixed income has changed. In this episode, we explore: 

Why bond yields are higher today 

• How investors can use corporate vs. government vs. target maturity bonds in a portfolio 
• Where investors can find attractive risk-adjusted returns 

If today's yield environment persists, what could that mean for investors in the years ahead? 

Join Benjamin Chim, Managing Director, Head of Credit, TD Asset Management Inc. (TDAM) and Sayada Nabi, Associate, Client Portfolio Management, TDAM as they discuss the changing fixed income landscape, the opportunities created by higher yields, and how investors can use different types of bonds to build portfolios in today's market. 

Highlights include:

2:03  Why did stocks and bonds both fall in 2022?  

Stocks and bonds both fell because rapid interest rate hikes pushed bond prices lower and increased concerns about economic growth.

7:31 Why do bonds look more attractive today?  

Bonds offer higher starting yields today, providing investors with greater income and return potential than in 2022.

11:38 How can higher yields improve fixed income returns?  

Higher yields can provide more income, help offset market volatility, and create opportunities for capital gains if rates decline.

14:16 How do corporate, government, and target maturity bonds compare? Government bonds focus on stability, corporate bonds offer additional yield, and target maturity bond ETFs combine diversification with a defined maturity date.

19:56 What are the benefits of a bond ladder?  

A bond ladder can balance income, liquidity, and reinvestment risk by spreading investments across different maturity dates.

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/

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Dividend ETFs are a popular way to earn investment income, but a high yield does not always mean a better investment. This episode explains the difference between dividend income, distributions, yield, and total return, and why it is important to look at the companies inside an ETF. Investors who want income, growth, or both will learn how to compare dividend ETFs and understand the trade-offs between active and passive strategies. When you're choosing a dividend ETF, is the biggest payout really the most important thing to look for?

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Linda Otamendi, Associate, Portfolio Research, TDAM as they unpack common questions about dividend ETFs and share insights to help investors better understand the role dividends can play in a portfolio.

Highlights:

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/

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AI has been one of the biggest drivers of market returns in recent years. But after a period of volatility, investors are asking what comes next. In this episode, we explore whether the AI story is changing, what earnings trends are revealing about the broader market, and whether growth is beginning to spread beyond a handful of stocks and sectors. If market leadership continues to expand, what could that mean for investors in the years ahead?

Join Vitali Mossounov, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM), Juliana Faircloth, Vice President & Director, Co-Head of Public Equity Research, TDAM and Tarik Aeta, Vice President & Director, Co-Head of Public Equity Research, TDAM. as they discuss the outlook for AI, the trends driving markets, and where the next wave of growth could emerge.

Highlights include:

00:52 How research supports investment decisions

04:21 How investment ideas are found and evaluated  

10:00 Is the AI investment boom still intact?

17:06 What is driving growth beyond AI?  

22:07 Why market optimism may continue

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/

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Fixed income is back in focus. Rising rates could open new doors for investors' income, diversification, and portfolio construction. In this episode, listeners will learn:

As interest rates, credit markets, and market volatility continue to evolve, what role should fixed income play in a modern portfolio?

Join Justin Flowerday, Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM), and Jennifer Hartviksen, Managing Director, Head of Fixed Income, TDAM, as they discuss the experiences and investment principles that have shaped their approach to navigating markets.

Highlights include:

05:30 Lessons from investing through market crises

10:43 Why strong investment teams matter

14:04 The role fixed income plays in a portfolio

19:49 Inflation, interest rates, and bond returns

22:51 Why active management matters in fixed income

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/

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Commodities are back in the spotlight and new data centers, expanding power grids, and manufacturing changes are driving explosive demand. However, years of underinvestment are making it hard to meet that increased consumer demand. With inflation, geopolitical tensions, and the growing demand for energy and raw materials adding to the mix, what questions should investors consider in today's market? In this episode, you'll hear what's driving markets such as copper, gold, oil, and agriculture, and why some investors are taking a fresh look at commodities for diversification and inflation protection. If demand keeps growing while supply remains constrained, what could that mean for portfolios in the years ahead?

Join Hussein Allidina, Managing Director, Head of Commodities, TD Asset Management Inc. (TDAM), Humza Hussain, Vice President & Director, Commodities, TDAM, and Adam Grinbergs, Associate, Portfolio Research, TDAM as they examine the supply and demand forces shaping commodity markets and discuss the role they can play in portfolio diversification and inflation protection.

Highlights include:

04:11 What commodities are and how investors gain exposure through futures markets

06:08 Why underinvestment, electrification, AI infrastructure, and reshoring are supporting commodity demand

11:03 Copper's supply challenge and why new production is taking longer to develop

16:00 The role commodities can play in diversification and inflation protection

23:19 Views on key commodity markets, including agriculture, natural gas, copper, gold, and oil

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/

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This episode explores why higher yields, inflation-linked income, and a slowdown in new construction are reshaping the outlook for real estate in Canada and globally. Investors will gain a better understanding of how different property sectors fit into a portfolio and what current market conditions may mean for future returns. Could today's higher starting yields be setting the stage for a different real estate story than many investors expect?

Join Jafer Naqvi and Andrew Croll as they explore the forces shaping real estate markets and discuss where investors may be finding opportunities today.

Highlights:

03:05 Why real estate belongs in portfolios

06:17 Real estate yields are at their highest level in years

10:16 What's really happening across property sectors

16:04 What global markets may be telling us

20:19 Real Estate Investment Trusts (REITs), private real estate, and signs of recovery

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/

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High yield bonds can offer strong income, but they also come with risks that are often misunderstood. Think of them like lending to growing companies that pay you more to take on extra risk and where a bump in the road doesn’t always mean the journey is over. This episode breaks down what really drives returns, why defaults aren’t as scary as they sound, and how these bonds behave more like equities than traditional fixed income. With a clearer view of the trade‑offs and opportunities, could high yield be doing more heavy lifting in your portfolio than you think?

Join Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TD Asset Management Inc. (TDAM) and Anthony Imbesi, Vice President & Director, Lead, High Yield, TDAM as they break down the role of high yield bonds, challenge common misconceptions, and explore how they can enhance income and diversification in a portfolio.

Highlights include:

00:53 What high yield bonds are and how they differ from investment grade

04:06 Defaults explained and why they don’t always mean full loss

07:56 Why high yield is called the “equity of fixed income”

14:38 Comparing high yield to dividend stocks and other income strategies

19:55 High yield vs. private credit and key differences investors should know

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/

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Investor behaviour can shape returns as much as the investments themselves, especially during market swings. When markets drop, emotions like fear, recency bias, and social media noise can push investors into quick, costly decisions. In this episode, we explore three simple ways to manage those reactions before they turn into costly mistakes. What if staying invested was less about timing the market and more about managing yourself?

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Trevor Cummings, Vice President & Director, Lead of ETF Distribution, TDAM as they share practical ideas to help bring more discipline to investing.

Highlights include:

01:05 What does a money mindset have to do with investing?

02:16 Why do investors struggle with emotional discipline?

06:00 How the 24-hour rule can be used when investing in ETFs or stocks

09:03 How to balance social media validation and financial logic

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.