Financial markets are perpetually in motion, influenced by a multitude of factors that pull investors in opposing directions – what we commonly refer to as bullish and bearish sentiments. Recently, the expectations of U.S. pro-business policies, the U.S. and Canadian monetary policy divergence shifts, and increased interest rate uncertainty have been influencing market movements. In such a volatile market environment, how do investors decide what may support their investment strategies?

Join Chiara Carozzi, Relationship Manager, Advisor Distribution, TD Asset Management Inc. (TDAM), Trevor Cummings, CIMA, Vice President, ETF Distribution, Central Canada, TDAM, and Michael Formuziewich, CFA, Vice President, Retail Client Portfolio Management, TDAM, as they explore both sides of the evolving market trends, outlooks for financial markets, and strategies that may help investors advantageously position their portfolios.

1:08 Is another bull run in the cards for the U.S. equity market? 

6:08 DeepSeek explained: an evolution in the artificial intelligence space 

9:39 Is interest rate uncertainty sparking real interest in real assets? 

14:04 How should investors think about currency risk in their portfolios? 

20:27 The Ozempic effect: Will the pharma trend 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]

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Join us for a very special International Women's Day episode of the TDAM Talks Podcast celebrating the achievements, resilience and leadership of women in the financial industry and beyond. With a focus on accelerating action, tune in to hear how we can challenge ourselves to move the dial forward on stereotypes, bias and discrimination, and be at the forefront of progress for women around the world.

Tune in to hear Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Dawn Shaw, Vice President, Executive Journey Product Owner, TDAM, and Angie Elkhodiry, Associate Vice President, Head of Business Innovation, TD Global Investment Solutions, TDAM. Together, they explore the stories of their careers, the impact women continue to have on the financial industry, and the importance of professional and personal empowerment in breaking gender barriers.

0:40     From aspiration to achievement: our career journeys

5:05     How mentorship shaped our careers

9:59     The shift in gender equality at work

19:50   Power in numbers: sharing the room with powerful female voices

25:13   Working (and thriving) in male-dominated roles

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/

Market headlines have been changing at a feverish pace in recent days, with a particular focus on the potential tariff threat on Canadian imports by U.S. President Donald Trump, changing interest rate environments across the U.S. and Canada, and on recent Chinese AI startup DeepSeek's disruption of the U.S. Technology sector at record-setting levels. With all the headlines around global economic activity, should investors be hiding from the monster under the bed, or is this market news just a distracting boogeyman?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Michael Craig, Managing Director, Head of Asset Allocation, Derivatives, Commodities and Sustainable Investment, TDAM and Anna Castro, Managing Director, Head of Retail Asset Allocation, TDAM as they review the recent Bank of Canada and U.S. Federal Reserve interest rate decisions, the potential impacts of tariffs to markets, sectors and investors, and how TDAM is leveraging our asset allocation toolkit to help build portfolio resilience through diversification.

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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Real estate has increasingly captured the attention of investors due to its ability to add stability, growth, and resilience to portfolios. This asset class fits a broad portfolio from an asset allocation perspective due to its equity-like returns, bond-like volatility, and capacity to help create opportunities for performance during certain parts of the market cycle. So, why may investors want to consider incorporating real estate investments into their portfolios, particularly in 2025?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) and Andrew Croll, Managing Director, Head of Global Real Estate Investments, TDAM, as they discuss the market environment, the long-term potential of real estate, and key differentiators in TDAM's real estate capabilities, exploring why now may be the time to consider real estate investing as a part of  investors' broader strategy.

Highlights include:

·         A day in the life of a real estate investing professional (1:28)

·         Why may investors want to consider real estate investments for their portfolios? Why in 2025? (3:01)

·         Bird's-eye view of real estate performance in different market cycles (4:58)

·         TDAM's "3T" valuation process: Transparent, Trusted, True (8:27)

·         Making it real: Examples of the main real estate categories (13:20)

·         The TDAM advantage: Strategic access to investment opportunities (24:04)

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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2024 was a transformative year for the ETF industry, with record-setting inflows surpassing expectations in Canada and globally. The momentum in this market shows no signs of slowing down, with several key themes taking center stage throughout the year. What were the biggest factors shaping the ETF landscape in 2024, and what should investors keep an eye on heading into 2025?

Join Chiara Carozzi, Business Development Manager, TD Asset Management Inc. (TDAM) and Andres Rincon, Managing Director, Head of ETF Sales and Strategy, TD Securities, as they explore evolving trends, differentiators in the Canadian ETF market versus the rest of the world, and what might be ahead in 2025. 

Also - check out Andres' podcast "Buyside Views" here: https://www.tdsecurities.com/ca/en/buyside-views

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/

From AI and the Magnificent Seven to interest rates and tariffs, 2024 has had no shortage of headline-making themes and trends. Market predictions of all stripes were set aside in the wake of unexpected and sustained equity outperformance, and a too-close-to-predict U.S. presidential election with far-reaching implications. Rounding out 2024, how has the year performed versus expectations, and what might be some themes worth watching for 2025?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) and David Sykes, Senior Vice President and Chief Investment Officer, TDAM to review 2024 and set the stage for the year ahead, with comprehensive insights on asset classes, sectors and outliers.

Highlights include: 

1:22 -  How have 2024 markets performed against David's initial predictions for the year and how does he feel about the year ahead?

3:39 - What might be ahead for U.S. and global markets for 2025?

6:45 - What is the outlook for real estate and infrastructure?

10:10 - Where are interest rates headed next year?

15:16 - What are some opportunities and themes to watch in 2025?

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/

As we close out 2024, the U.S. economy remains a focal point, with the election, market trends and shifting economic health all under the microscope as the presidency shifts to Trump 2.0. Meanwhile, the transformative impact of AI on industries is accelerating, driving productivity and industry adoption. Consumer sentiment in the wake of inflation and affordability concerns are reshaping spending habits as companies seek to improve data and AI to deliver personalized products faster. With these key themes at the forefront, what's been the story for 2024 and what might lie ahead for 2025?

Join  Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Vice President & Director, Co-Lead of Research, TDAM and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM for an engaging Q4 roundtable chat about the forces driving change, and how businesses and consumers are adapting to meet new challenges and opportunities.

Highlights:

1:00 - Are consumers back in an optimistic mood?

3:50 - How have consumer's preferences changed?  Are we going back to 2019 or have habits changed?

12:30 - Holiday gift ideas for the roundtable contributors?

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/

As we close out 2024, the U.S. economy remains a focal point, with the election, market trends and shifting economic health all under the microscope as the presidency shifts to Trump 2.0. Meanwhile, the transformative impact of AI on industries is accelerating, driving productivity and industry adoption. Consumer sentiment in the wake of inflation and affordability concerns are reshaping spending habits as companies seek to improve data and AI to deliver personalized products faster. With these key themes at the forefront, what's been the story for 2024 and what might lie ahead for 2025?

Join  Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Vice President & Director, Co-Lead of Research, TDAM and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM for an engaging Q4 roundtable chat about the forces driving change, and how businesses and consumers are adapting to meet new challenges and opportunities.

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/

As we close out 2024, the U.S. economy remains a focal point, with the election, market trends and shifting economic health all under the microscope as the presidency shifts to Trump 2.0. Meanwhile, the transformative impact of AI on industries is accelerating, driving productivity and industry adoption. Consumer sentiment in the wake of inflation and affordability concerns are reshaping spending habits as companies seek to improve data and AI to deliver personalized products faster. With these key themes at the forefront, what's been the story for 2024 and what might lie ahead for 2025?

Join  Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Vice President & Director, Co-Lead of Research, TDAM and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM for an engaging Q4 roundtable chat about the forces driving change, and how businesses and consumers are adapting to meet new challenges and opportunities.

Highlights:

1:32      What are the key takeaways on the U.S. election, markets and economy?

13:00   What is the current landscape for AI? What impacts have we seen on industries?

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/

2024 has been a turbulent year for commodities, marked by record highs and surprising lows across the sector. From Donald Trump's recent presidential victory to global economic and political uncertainty, and the rapid growth in energy demand driven by the electric vehicle boom, investors may face ambiguity in the commodities market. How has 2024 shaped up for the ever-changing sector and what's in store in 2025?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Hussein Allidina, CFA, Managing Director, Head of Commodities, TDAM and Humza Hussain, CFA, Vice President & Director, TDAM, as they review the key events shaping commodities over the past year, and explore what lies ahead. 

Highlights include: 

1:07        How might Donald Trump's recent presidential victory impact commodity prices?

2:27        What's the story behind recent gold prices?

3:58        What might be ahead for Energy given the growth of electric vehicles?

8:50        How did commodities perform in 2024, and how did TDAM's dedicated commodities strategy perform in comparison?

12:56        How might investors rebalance their portfolios to increase their commodity exposure?

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/