The ETF Experience Podcast | ETFs Unpacked: 2024's Top Themes and What's Ahead for 2025

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/

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/

Previous Episode

A Look at the Year Ahead in 2025 with TD Asset Management's CIO

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/

Next Episode

Why 2025 Could Be a Game-Changer for Real Estate Investors

Real estate has increasingly captured the attention of investors due to its ability to add stability, growth, and resilience to portfolios. This asset class fits a broad portfolio from an asset allocation perspective due to its equity-like returns, bond-like volatility, and capacity to help create opportunities for performance during certain parts of the market cycle. So, why may investors want to consider incorporating real estate investments into their portfolios, particularly in 2025?

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) and Andrew Croll, Managing Director, Head of Global Real Estate Investments, TDAM, as they discuss the market environment, the long-term potential of real estate, and key differentiators in TDAM's real estate capabilities, exploring why now may be the time to consider real estate investing as a part of investors' broader strategy.

Highlights include:

· A day in the life of a real estate investing professional (1:28)

· Why may investors want to consider real estate investments for their portfolios? Why in 2025? (3:01)

· Bird's-eye view of real estate performance in different market cycles (4:58)

· TDAM's "3T" valuation process: Transparent, Trusted, True (8:27)

· Making it real: Examples of the main real estate categories (13:20)

· The TDAM advantage: Strategic access to investment opportunities (24:04)

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/