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 Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views

    5D AGO

    The Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views

    Despite the noise from tariff pressures and concerns over fiscal sustainability, fixed income and global bond markets are revealing a more nuanced story—one where resilient business fundamentals and disciplined borrowing remain key anchors. Heightened geopolitical tensions and shifting global power dynamics are reshaping the macroeconomic environment, influencing interest rates, credit conditions, and corporate bond performance. Inflation trends, demographic shifts, and emerging productivity themes such as AI are redefining how investors assess risk and position across the yield curve. What does this evolving backdrop mean for fixed income opportunities and portfolio construction in 2026? Join Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TD Asset Management Inc. (TDAM) and Hafiz Noordin, Vice President & Director, Active Fixed Income Portfolio Management, TDAM as they explore the evolving fixed income landscape and opportunities across global bond markets.  Highlights include: 0:30  Examining the macro environment for fixed income in 2026   4:25  Assessing the competing drivers behind muddled inflation   7:50  Exploring the tailwinds for corporate bond performance   10:45  What are the opportunities in emerging markets?   14:05  How does fixed income fit into a multi-asset portfolio?       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.

    19 min
  2. 2026 - The Year Ahead in Markets | TDAM Talks Podcast

    JAN 6

    2026 - The Year Ahead in Markets | TDAM Talks Podcast

    Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook for markets and investment opportunities in 2026 comes into focus. Identifying those opportunities while remaining mindful of potential risks will be central to navigating the year ahead. Highlights include: 00:50 Year in review: looking back on 2025 02:40 Expectations for key asset classes in 2026 10:30 What are some risks and opportunities for the year ahead 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.

    18 min
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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

  8. 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
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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 - 2026
  • Episodes
    78
  • Rating
    Clean
  • Show Website
    TDAM Talks

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