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]

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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/

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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/

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As we round out 2024 and look ahead to the new year, understanding the nuances of exchange-traded fund (ETF) taxation is essential for making informed financial decisions. While ETF investing itself can be easy, there are many factors that can impact investors' returns including the geography of holdings, distribution type and overall ETF structure. So what do ETF investors need to know in order to be prepared this tax season?

Join Chiara Carozzi, Business Development Manager, TD Asset Management Inc. (TDAM) and Trevor Cummings, CIMA, Vice President, TDAM as they break down key tax themes and strategies for investors looking to maximize after-tax returns, while navigating the unique benefits and challenges of ETF investing.

1:10        What triggers a tax on ETFs?

5:05        Why does the structure of an ETF matter?

6:31        What are key considerations for U.S. ETFs?

9:05        What is tax-loss selling?

11:55      What are phantom distributions?

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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When considering fundamental versus quantitative investing, the two are often looked at as art versus science, but what does this mean in practice? As datasets continue to grow in size and complexity, quantitative strategies seek to use a data-driven, systematic methodology that seeks to fulfil a variety of mandates, from alpha generation to low volatility and everything in between, all while balancing risk and return. 

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Julien Palardy, Managing Director, Head of Quantitative and Passive Investing, TDAM and Philip Gendreau, Vice President, Quantitative Equity, TDAM, as they discuss how quantitative strategies are built, how the landscape for these strategies is changing alongside technological advancements, and explore the benefits of this data-driven approach to capture alpha.

1:32 What is quantitative investing and what are the benefits?  

3:05 What is the distinction between fundamental and quantitative investing?  

6:50 How is AI impacting the landscape of quantitative investing?  

9:22 The art behind creating a quantitative strategy  

16:57 Why did TDAM rename our Quantitative strategies to Disciplined Equity Alpha strategies? 

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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Equity markets experienced a period of relative calm with a strong bull run that lasted approximately 18 months. With different themes and market-driving factors, our portfolio managers have plenty of interesting topics to discuss. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Damian Fernandes, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q3 roundtable chat on equity markets.

In this third part of the chat, our portfolio managers discuss the possibilities of a global industrial supercycle, the current state of markets, and whether market conditions in 2024 were in line with expectations.

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]

Please follow "TD Asset Management" on 

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

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Equity markets experienced a period of relative calm with a strong bull run that lasted approximately 18 months. With different themes and market-driving factors, our portfolio managers have plenty of interesting topics to discuss. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Damian Fernandes, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q3 roundtable chat on equity markets.

In this second part of the chat, our portfolio managers discuss the health of the U.S. economy, corporate earnings, and the market-moving potential of social media.

• What's the takeaway from corporate earnings reports? (1:04)
• How is the health of the U.S. economy? (5:55)
• Is the battle against inflation over? (8:38)
• Is social media driving market movements? (11:35)
• What is your reading on other major regions of the world? (13:50)

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.

Equity markets experienced a period of relative calm with a strong bull run that lasted approximately 18 months. With different themes and market-driving factors, our portfolio managers have plenty of interesting topics to discuss. Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Damian Fernandes, Managing Director, Portfolio Manager, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q3 roundtable chat on equity markets.

In this first part of the chat, our portfolio managers chat about the bull run that started in the summer of 2022, recent market volatility, and the importance of fundamental research in investing.

Highlights include:

• Was the recent market volatility concerning? How did you react? (2:15)
• Has the market structure evolved in recent times? (8:05)
• What is the importance of fundamental research in investing? (10:20)
• Prices can drive sentiment; how does this affect TDAM's investing approach? (12:42)

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 podcast covering the upcoming U.S. Elections, policies are more important than ever.

Highlights Include:

- Biden drops out of the race, what is the difference today? (0:55)

- What is the difference between winning the popular vote and winning the electoral college? (1:51)

- What are the four scenario's for the U.S. Election? (4:00)

- How will the proposed change in tariffs impact the market? (5:50)

- What is the contrast between Harris and Trump on taxation policy? (9:35)

- Immigration - what are the policies presented in these campaigns and will they have an impact on markets? (10:30)

- What will the impact of the U.S. Election be on the Canadian Economy? (12:45)

- Inflation, Rates, fixed income - what should we expect? (17:40)

- Should we expect any change in the trajectory in the tech market? (20:10)

- If considering volatility - what is the worst case scenario outcome in November? (24:05)

- What would a Harris win look like? (27:45)

- What can investors expect three-four months from now, what about two years? (29:40)

Don't forget to listen in to our earlier podcast on U.S. Elections on your favourite app - or the TDAM page: https://www.td.com/ca/en/asset-management/insights/summary/trump-vs-biden-podcast

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 relative calm and a long bull run that started in the summer of 2022, market volatility has made a comeback amidst emerging reports of slower economic growth. Should investors be concerned? Is this a normal part of themarket cycle, or could this be a window of opportunities for investors with a long-term view or for anyone sitting on the sidelines?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Justin Flowerday, Managing Director, Head of Public Equities, TDAM,Doug Warwick, Managing Director, Portfolio Manager, TDAM, and Jennifer Nowski, Vice President & Director, Portfolio Manager, TDAM, as they discusscurrent market conditions and the future state of equity markets.

Highlights include: 

• The current state of equity markets
• Was the recent market correction a reason for investors to panic?
• What is the interest rate outlook going forward?
• How is TDAM leveraging modern investing tools and acumen?
• What are some of the different sectors and geographicalopportunities that investors with a long-term view can benefit from?

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.