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.
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/
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
10/23/24 • 25 min
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/
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
10/10/24 • 16 min
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:
1:45Is there a global industrial supercycle at play? 4:502024 so far: were there any surprises or has it gone as expected?8:28Is there capital sitting on the sidelines? Is this a slow-moving opportunity?10:00Reflections, book recommendations and movies: what did Ben and Damian enjoy over the summer?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/
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
Debt Duality - Are you saying that I can invest in both debt and credit as a retail investor?
TDAM Talks
07/16/24 • 27 min
In the dynamic landscape of financial markets, understanding the role of fixed income in a diversified portfolio becomes increasingly more important, particularly with interest rate cuts expected in many major markets. Advisors play a pivotal role in navigating clients through these changes, including the complexities of public and private debt markets.
Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM and Louis Bélanger, Vice President & Director, TDAM, as they discuss the current market environment, opportunities in fixed income through both a private and public debt lens, and the expanding TDAM capabilities in the global private credit space.
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/
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
09/25/24 • 16 min
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/
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
11/28/24 • 17 min
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/
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 Year Ahead 2024 - A CIOs outlook
TDAM Talks
01/09/24 • 26 min
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/
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/
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
12/27/23 • 18 min
In this ENCORE episode of our Breadth of Experience podcast series, host Jason McIntyre, Vice President, Head of Retail Distribution, TD Asset management Inc. (TDAM), welcomes Damian Fernandes, Managing Director, TDAM, to discuss the current macro-economic environment, the pros and cons of different investment vehicles and what TDAM continues to focus on within the global equity space.
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/
Email any questions or ideas for future episodes to: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
06/13/24 • 13 min
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/
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 37 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, 23 hours.
When was the first episode of TDAM Talks?
The first episode of TDAM Talks was released on Oct 27, 2023.
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