TDAM Talks

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/

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/

On this first 2024 TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes David Sykes, SVP TDBG, Chief Investment Officer, Head of Investments, TDAM, to discuss the trends that may shape the financial landscape in the year ahead, outline the expectations for different asset classes and describe TDAM's disciplined investment approach.

Highlights include:

• 2023 in a rearview mirror (2:23)
• Expectations for different asset classes in 2024 (4:15)
• The Magnificent Seven theme outlook for the year ahead (9:34)
• How real are recessionary fears? (19:01)

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 Portfolio Managers at TD Asset Management Inc. (TDAM) are always hard at work behind the scenes expanding our innovative offerings, and through their dedication TDAM continues to be one of the top asset managers in Canada1. With a focus on building and maintaining strong relationships, and a commitment to understanding the unique needs of retail and institutional investors, asset managers at TDAM are driven to provide competitive solutions to help our clients achieve their goals.

Building on these strengths, we recently launched TD Global Investment Solutions (TDGIS), a new institutional identity bringing the combined multi-asset expertise of TDAM and Epoch Investment Partners, Inc. (TD Epoch) to the global investing community with the ability to expand our offerings in existing and new jurisdictions.

In this episode of our Breadth of Experience podcast series, Jason McIntyre, Vice President, Head of Retail Distribution, TDAM, welcomes Mark Cestnik, Managing Director, Head of Global Institutional Distribution, TDGIS, for a look at some of the challenges asset managers face in the current market environment of GICs and "safety-seeking" behaviors of investors, and provide a deeper dive into TDAM capabilities at both the retail and institutional level.

Highlights include:

• What has enabled our asset management businesses to be successful in both the retail and institutional space? (0:42)
• What are some of our institutional Portfolio Managers' distinctive capabilities? (2:58)
• What are the main challenges for institutional asset management in the current market environment? (5:32)
• Perspectives on the launch of TD Global Investment Solutions (9:13)

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/