Given the exceptional strength of the equity market in the second quarter, the global indices inching towards all-time highs and the growing dissonance in investors' market perceptions, our portfolio managers have a plethora of engaging topics to discuss. Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Benjamin Gossack, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q2 roundtable chat on the equity market.

In this second part of the chat, our portfolio managers are taking a deep dive into the philosophy behind portfolio construction and the comprehensive value creation process.

Highlights include:

Portfolio construction: Looking beyond the top ten holdings 

Value creation process leading to outperformance 

TD Active Global Enhanced Dividend ETF's five-year growth journey: A stable strategy driven by an alternative thought process 

Art and science of writing options in the evolving market structure

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/

Given the exceptional strength of the equity market in the second quarter, the global indices inching towards all-time highs and the growing dissonance in investors' market perceptions, our portfolio managers have a plethora of engaging topics to discuss. Join Damian Fernandes, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Benjamin Gossack, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q2 roundtable chat on the equity market.

In this first part of the chat, our portfolio managers discuss the emerging global industrial supercycle, underlying fundamentals pushing equity markets to new highs and the diversification difficulties arising from the new Artificial Intelligence (AI) theme.

Highlights include:

Global industrial supercycle: Are industrials the real generals of this market? (1:10)

A party is going on in the markets - Why are investors disinterested? (2:55)

Do the fundamentals justify the equity market performance? (4:50)

Exciting and terrifying: Diversification difficulties stemming from AI spending (9:00)

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/

Commodities are another class of assets, just like stocks and bonds. From precious metals to food and energy sources, they are the building blocks for all goods and services. Commodities. Historically, this asset class has demonstrated a low correlation to the prices of stocks and bonds. This makes commodities a valuable source of diversification and a significant lever for investors' looking to add returns and reduce risk in their portfolios. 

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TDAsset Management Inc. (TDAM), Hussein Allidina, Managing Director, Head of Commodities, TDAM and Roxane Lapenna, Vice President & Director, Retail Client Portfolio Management, TDAM, as they discuss the opportunities in the world of commodities. 

Highlights include: 

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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Classified as Alternative Investments at TD Asset Management Inc. (TDAM), the strategies that invest in Commercial Mortgages, Private Debt, Real Estate and Infrastructure offer access to private market investments or those not typically available to the retail investor. Join Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TDAM, and Colin Lynch, Managing Director, Head of Alternative Investments, TDAM, as they take a deep dive into the role of private market investments in the modern investing landscape, outline the outlook for this asset class and discuss the concept of quality in Alternative Investments.

Highlights include:

• Bird's-eye view of key private market categories (1:30)
• A flight to quality: Not all properties are created equal (3:32)
• Infrastructure investments – moving towards environmental sustainability (8:00)
• Commercial Mortgages: Creating accretive yield opportunities for individual investors (13:41)
• Importance of the TDAM brand when providing investors with access to higher returns (18:17)

Also tune in on YouTube: https://www.youtube.com/watch?v=KKjTFR1D4f4

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/

On this new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Justin Flowerday, Managing Director, Head of Public Equities, TDAM, and Monica Yeung, Vice President & Director, Portfolio Manager, Public Equities, TDAM to discuss the driving forces in the Canadian market, themes emerging from the opportunity set, and issues surrounding Canadian productivity.

• 7:00 What are the opportunities in the Canadian market?
• 13:00 Is productivity an issue in Canada?
• 14:30 Where can investors find opportunities in artificial intelligence (AI)?
• 22:00 Rapid Fire: Housing, Consumer Debt, GICs

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 TD Asset Management Inc. (TDAM) investment team brings value by providing answers to current questions about financial markets important to investors and advisors. On this new TDAM Talks podcast, Jason McIntyre, Vice President, Head of Retail Distribution, TDAM, and David Sykes, Chief Investment Officer, Head of Investments, TDAM and Senior Vice President, TD Bank Group, pick up several topical questions from TDAM's "mailbag": the interest rates environment, real estate market expectations, Canadian equity market drivers, Artificial Intelligence (AI) investment perspectives and the philosophy guiding the TDAM investment team.

Highlights include:

• Interest rates outlook in Canada and the U.S. (2:00)
• How is AI impacting the investment space? (10:55)
• Market reactions to the upcoming U.S. election (14:47)
• TDAM's research philosophy that drives the investment team (18:40)

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/

On this new TDAM Talks Podcast, join host Chiara Carozzi, ETF Business Development Manager, TDAM, and guests Trevor Cummings, Vice President, TDAM and Brittany Puglia, Regional Vice President, Advice Distribution, TDAM. Together, they discuss how Small and Mid-Cap companies can provide huge opportunity for valuation discounts, strong earnings growth momentum, and diversification benefits.

Highlights include:

• Defining Small and Mid-Cap (SMID) (0.40)
• Why SMID is an attractive place to be in for investors right now (4:00)
• What are some key considerations when investing in Small and Mid-Cap Companies? (9:55)
• Adding exposure with ETFs like TQSM (20.04)

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]

Please follow "TD Asset Management" on 

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

Join Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), and Kevin Hebner, Managing Director, Global Portfolio Management, TD Epoch, as they discuss the impacts of artificial intelligence (AI) on the global labour landscape and financial markets, the path forward for the regulation of AI, and the AI investment outlook.

Highlights include:

• How are the AI benefits reshaping the labour landscape? (1:05)
• "The future is already here – but it's not evenly distributed" (9:30)
• Will AI need to be regulated and how? (10:57)
• Is AI already a bubble? (17:52)

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/

On this new TDAM Talks podcast in our Minds and Markets series, Naoum Tabet, Managing Director, Lead of the Institutional Client Portfolio Management Team, TD Asset Management Inc. (TDAM) discusses the impact electric vehicles (EVs) have on the market with Hussein Allidina, Managing Director, Head of Commodities, TDAM.

Highlights include:

• What is the near-term outlook for the price of oil? (3:30)
• How will the trend to decarbonization impact the price of oil? (5:00)
• How will the move away from Internal Combustion Engine (ICE) vehicles impact the price of commodities? (6:45)
• Is the system heading for a disruption? (10:27)

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/

On this special International Women's Day edition of the TDAM Talks Podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes Kim Parlee, Vice President, TD Wealth, and Priti Shokeen, Managing Director, Head of the ESG Research and Engagement Team, TDAM. Together, they share experiences as women in finance and their career journeys, discuss the importance of diversity of thought, and celebrate women's social, cultural and economic achievements. 

Highlights include:

Diversity, inclusion and equity as a key pillar of the ESG strategy (3:11)

The evolution of women's roles in the financial industry (13:08)

Looking at the AI-building algorithms through a female lens (19:01)

Opening opportunities for women through mentorship and sponsorship (21:15)

For the video version of this podcast, watch here!

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/