TDAM Talks

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) in conversation with Christian Medeiros, Vice President & Director, Portfolio Manager, Asset Allocation, TDAM and Hussein Allidina, Managing Director, Head of Commodities, TDAM, as they discuss what these early decisions mean for Canada's broad investment strategy going forward, how international partners are adapting, the impact on key sectors, and what might be ahead in the next 100 days.

00:01:38 Where trade is today, and how it differs from Trump 1.0 

00:04:18 The impact of trade wars on commodities and Canadian producers 

00:06:02 Rapid-fire insights on immigration, tax cuts and deregulation 

00:22:17 Key diversifying sectors to consider amid market volatility 

00:26:09 Setting the stage for the next 100 days 

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 our expert trio:

Chiara Carozzi, Relationship Manager, Advisor Distribution at TD Asset Management, who brings a hands-on perspective on client dynamics.  

Vitali Mossounov, Managing Director and Head of Fundamental Equity Research at TDAM, who deciphers the macroeconomic currents influencing market swings.  

Juliana Faircloth, Vice President & Director of Portfolio Research at TDAM, who unpacks the research and disciplined strategies underpinning resilient investing.

Together, they unpack key topics like the delicate balance between fear and greed, the power of rigorous fundamental research, and how a disciplined investment process can transform market volatility into long-term opportunities. Whether you're a hands-on investor or simply intrigued by the evolving market landscape, this episode offers the insights you need to navigate uncertainty with confidence.

00:01:29         Looking back at the events that shaped the markets 

00:03:07         Market pendulum – swinging between fear and greed 

00:08:25         Unravelling stock valuations through in-depth research 

00:09:51         Rigorous investing approach vs. speculative seasonal trends 

00:12:35         TDAM's investing philosophy: grounded in fundamental research 

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 Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM) and Monica Yeung, Vice President & Director, Portfolio Manager, TDAM to dig into where growth is budding, where it might still be frozen, and what's in store for the loonie and volatility in months to come.

Highlights"

(00:00:50) Paint a picture of our current market landscape and some sectors to watch

(00:07:30) How tariff threats might drive policy changes in the coming federal election

(00:09:07) The shift in relative valuation for the U.S.

(00:10:54) Uniquely Canadian core advantages

(00:19:10) What's the outlook for volatility going forward?

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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(00:01:02) Long-term view on U.S. equities

(00:03:12) What are earning reports telling modern investors?

(00:06:57 Is economic uncertainty weighing down on consumer behaviour?

(00:09:53) How can investors access opportunity themes in the current fluid environment?

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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In this second part of the roundtable chat, our portfolio managers dive into the effects of tariffs on various sectors and industries, policy uncertainty, the framework for security selection and key signals driving it.

(00:01:09) Navigating the stages of AI adoption: Where do we stand?

(00:02:43) Signals driving security selection: price, earnings, valuations

(00:05:33) Market's shifting focus on policy uncertainty

(00:09:08) Tariff effects: cloudy outlook

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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Investing in the market often resembles the experience of a flight: predominantly steady yet intermittently disrupted by turbulence. Investors may currently be facing similar turbulence: the optimism that marked the beginning of 2025, fueled by anticipated pro-business policies and tax cuts, has been tempered by the uncertainties introduced by tariffs. 

Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Managing Director, Managing Director, Head of Fundamental Equity Research, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q1 roundtable chat on stocks and shocks driving the markets.

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.

Summary:

1:25 FundGrade A+ awards - TD Mutual Funds and TD ETFs win 24 awards in the ….

1:55 What sets TD Asset Management apart? What makes up the portfolio management and research teams?

4:45 What is one thing that makes the biggest difference and generates positive relative performance?

6:00 What are some standout sectors that drive performance and where are we looking for opportunities moving forward?

9:00 What is the example of an opportunity that TDAM uncovered thanks to the unique process?

12:05 Market Uncertainty - how are we navigating through these uncertain times and how does it propel TDAM for investment success in the future? 

Also:

24 mutual funds and ETFs managed by TD Asset Management Inc. recognized at the Fundata FundGrade A+® Awards: https://www.td.com/ca/en/asset-management/resources/about-us/awards

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.

In the ever-shifting landscape of investments, fixed income often plays a quiet yet crucial role, serving as the backbone that supports and stabilizes portfolios through market turbulence. With inflation proving to be more persistent than anticipated and interest rates keeping investors on edge, this asset class is reclaiming its place in the spotlight. As we navigate this evolving landscape, it's vital to examine what these shifting dynamics mean for investment returns, credit markets, and the significant pool of cash that remains on the sidelines.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, and Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM, as they explore the evolving bond and interest rate landscape, drivers of fixed income returns and ways to access meaningful diversification opportunities through private markets.

0:58     The inflation challenge: key insights for investors 

6:05     How does the interest rate narrative play into portfolio construction? 

10:48     What role does bond duration play in shaping return potential? 

12:44     Fixed income investment cornerstone: more yield, more income and exposure to credit 

15:51     Return environment: fixed income portfolios vs. guaranteed investment certificates 

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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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]

Please follow "TD Asset Management" on

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

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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]

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.