TDAM Talks

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/

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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/

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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/

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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/

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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/

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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/

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Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), Chiara Carozzi, Relationship Manager, Advisor Distribution, TDAM and Trevor Cummings, Vice President, ETF Distribution, Central Canada, TDAM as they draw on their industry expertise to cut through the confusion and set the record straight on ETF investing – no fluff, all facts.

Highlights include:

1:10 Are ETFs always the cheapest option on the market?

2:35 Can ETFs be traded at any time?

5:30 Do ETFs pay dividends?

7:20 Does a higher AUM (assets under management) = a better ETF?

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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Tune in to listen to Ingrid Macintosh chat with Colin Lynch, Managing Director, Head of Alternative Investments, TDAM and Adam Thouret, Managing Director, Global Infrastructure Investments, TDAM on the podcast to learn what's delivering in real estate and infrastructure—and what's demanding a closer look. 

Highlights include:  

1:10 Overview of the past six months  

6:50 Looking ahead to the next six months  

15:00 What 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/

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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/

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