TDAM Talks

TD Asset Management, TDAM, Ingrid Macintosh
  • 5.0 (30)
  • INVESTING
  • UPDATED MONTHLY

The TDAM Talks Podcast is a podcast where we dive deep into the world of investment markets. We'll share the latest trends and, insightful analysis, and uncover strategies that will help you navigate the complex landscape of investing.

  1. The ETF Experience | What's Driving 2026

    2025-12-18

    The ETF Experience | What's Driving 2026

    Highlights include:   00:50  Core ETFs are making a comeback   03:05  How to position active ETFs in your portfolio   6:10  Balancing income needs with the potential for long-term growth   9:05  Why investors are increasingly looking beyond North America for their ETF investments       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: td.tdamtalks@td.com 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.

    12 min
  2. The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Three

    2025-12-11

    The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Three

    Highlights include: 0:05 How U.S policy and rate differences may shape the USD and CAD outlook 6:55 Looking at where U.S trade policy might be headed 12:15 How inflation trends and leverage may change views on tariffs 17:40 What investors should look forward to in 2026   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: td.tdamtalks@td.com 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.

    22 min
  3. The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Two

    2025-11-27

    The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part Two

    Highlights include:   00:05  Did Southern Europe learn something during the European Debt Crisis and is that now flowing through to other countries?   03:35 Is this the era of fiscal dominance?   12:40 What's different about how we manage money today?   17:25 Breaking down Canadian and U.S. currency       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: td.tdamtalks@td.com 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.

    22 min
  4. The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part One

    2025-11-20

    The Breadth of Experience Podcast | Quarterly Market Update: Growth & Crosswinds Part One

    Highlights include: (3:30) A look back on 2025 (6:00 Are we in a new "bond" era? (9:50) What is driving yield? (15:05) How shifting priorities are reshaping markets across regions 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: td.tdamtalks@td.com 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.

    20 min
  5. The ETF Experience Podcast | The Hedging Effect: Managing Currency Risk

    2025-11-13

    The ETF Experience Podcast | The Hedging Effect: Managing Currency Risk

    On this episode of The ETF Experience ... Have you ever looked at your ETF investments with international holdings and wondered why it went down even though the markets in other regions went up? The answer often comes down to currency risk. Currency can sometimes make your returns feel like you're riding a roller coaster - one moment you're up and the next you're down. Understanding how it affects your investments and how currency hedging can help smooth out the ride in your portfolio is key. Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Rachana Bhat, Vice President & Director, Lead, Investment Grade Credit Portfolio Management, TDAM, as they explore what investors should know about currency hedging. Highlights include: (01:00) What is currency risk? (03:10) What causes currencies to fluctuate? (04:40) When does it make sense to hedge and how can it help with currency risk? (07:10) How do you hedge an ETF? (10:00) Looking at currency themes, what are some opportunities investors should keep an eye on? 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: td.tdamtalks@td.com Please follow "TD Asset Management" on  LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/     Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    14 min

  6. 2025-11-06

    The Currency Tide Change: The Impact of a Declining U.S. Dollar

    Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch as they discuss what a weaker U.S. dollar may mean for investors. Highlights include: (00:35) How significant is this move to a weaker dollar? (02:20) Four reasons why we expect a softer greenback (07:00) What does this mean for investors? (11:30) The U.S. government's approach to rebalancing (20:15) Lightning round: is gold a "buy", will yields spike and how fast could the U.S. dollar fall?   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: td.tdamtalks@td.com 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.

    27 min

  7. 2025-10-23

    Investment Stewardship: The "S'" in ESG

    Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Priti Shokeen, Managing Director, Head of Sustainable Investment, TDAM and Vanessa Allen, Vice President & Director, Sustainable Investment, TDAM as they break down stewardship, why it matters and how it plays a key role in the sustainable investing approach at TDAM. Highlights include:   1:55 Breaking down stewardship – what does it mean and why it matters?   5:20 What puts the "S" in ESG   7:15 What can drive a company off course   10:30 How stewardship is playing a role in Indigenous relations   14:30 How the social factors of ESG continue to transform       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: td.tdamtalks@td.com 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.

    22 min
  8. The ETF Experience | 4 Mistakes to Avoid When Building an ETF Portfolio

    2025-10-09

    The ETF Experience | 4 Mistakes to Avoid When Building an ETF Portfolio

    Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), and Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, as they break down the four biggest mistakes investors make when creating an ETF-only portfolio. Highlights include: 1:45 How to choose the right ETF 4:20 A look under the hood: what to watch out for   7:05 Understanding the cost of an ETF 10:20 Knowing if you are truly diversified   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: td.tdamtalks@td.com 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.

    12 min
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5
out of 5
30 Ratings

About

The TDAM Talks Podcast is a podcast where we dive deep into the world of investment markets. We'll share the latest trends and, insightful analysis, and uncover strategies that will help you navigate the complex landscape of investing.

Information

  • Creator
    TD Asset Management, TDAM, Ingrid Macintosh
  • Years Active
    2023 - 2025
  • Episodes
    76
  • Rating
    Clean
  • Show Website
    TDAM Talks

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