TDAM Talks
TD Asset Management, TDAM, Ingrid Macintosh
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Top 10 TDAM Talks Episodes
Goodpods has curated a list of the 10 best TDAM Talks episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to TDAM Talks for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite TDAM Talks episode by adding your comments to the episode page.
11/30/23 • 17 min
Highlights include:
- TD Epoch's distinctive capital reinvestment approach (02:46)
- Why does profitability matter more than growth? (6:49)
- How TD Epoch's disciplined process resulted in a win for the firm's institutional business (11:22)
- Tactical changes in the TD U.S. Capital Reinvestment Fund (13:17)
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/
11/27/23 • 32 min
Highlights include:
- Alexandra's background and professional journey 1:11
- Anna's background and professional journey 4:58
- How do you think your journeys to leadership may have been different from your male peers? 9:42
- What does "Embracing Equity" mean to you? 18:00
- What biases should people let go of regarding women in leadership? 21:50
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/
01/21/25 • 19 min
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]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
04/24/25 • 24 min
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/
01/07/25 • 26 min
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/
Institutional beyond the Usual
TDAM Talks
01/03/24 • 16 min
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/
12/05/23 • 18 min
Highlights include:
- Why are investors drawn to ETFs? (1:15)
- What is the significance of portfolio asset allocation? (5:34)
- How is TDAM innovating asset allocation ETFs? (7:20)
- What do TDAM's ETFs bring to the table? (12:55)
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/
11/03/23 • 25 min
Artificial intelligence (AI) is a wide-ranging tool that is transforming every walk of life, with its earliest references dating back to the 1950's. Is AI good or bad? What will AI do next? These important questions could shape the future of our economy as we navigate through the greatest acceleration in the history of AI.
In this episode of the TDAM Talks Podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TDAM, welcomes guests Vitali Mossounov, Vice President & Director, Co-Head of Research, Fundamental Equities, TDAM, Juliana Faircloth, Vice President, TDAM, and Julien Nono-Womdim, Vice President, TDAM. Together, they discuss the AI space and its impact on markets, sectors, and the economy as a whole.
Highlights include:
- Is 2023 really a novel age of innovation? 1:15
- Why are we seeing a rapid surge in the AI space? 2:50
- How can we capitalize on the shifting technology landscape? 9:20
- What sectors are at the forefront of the AI revolution? 11:20
- What is TDAM's view on investing in disruptive technologies? 14:10
Originally aired June 2023
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/
11/02/23 • 21 min
On a new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes special guest Tarik Aeta, Vice President, TDAM, to discuss trending topics in healthcare and provide insights into sector opportunities.
Highlights include:
- Panoramic view of past, current and emerging healthcare trends (1:29)
- Outlook for the sector as obesity drugs gain popularity (3:46)
- What are the greatest barriers to growth in healthcare? (5:00)
- Investment segments within the sector (7:40)
- Role of artificial intelligence in healthcare (13:40)
- What's driving growth in healthcare? 16:45)
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/
12/12/23 • 24 min
On this new TDAM Talks ETFs podcast, Jonathan Needham, VP and Director, ETF Distribution, TDAM, and Thomas Grant, VP, ETF Capital Markets, TDAM, welcome special guest Julien Palardy, Managing Director, Quantitative and Passive Investing, TDAM, to discuss how quantitative investment strategies may assist investors with navigating an ocean of data by learning from the past and looking into the future to help achieve their investing goals.
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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FAQ
How many episodes does TDAM Talks have?
TDAM Talks currently has 53 episodes available.
What topics does TDAM Talks cover?
The podcast is about Equity, Canada, Investing, Podcasts, Business, Fixed Income and Stocks.
What is the most popular episode on TDAM Talks?
The episode title 'Institutional beyond the Usual' is the most popular.
What is the average episode length on TDAM Talks?
The average episode length on TDAM Talks is 23 minutes.
How often are episodes of TDAM Talks released?
Episodes of TDAM Talks are typically released every 7 days, 1 hour.
When was the first episode of TDAM Talks?
The first episode of TDAM Talks was released on Oct 27, 2023.
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