TDAM Talks

TD Asset Management, TDAM, Ingrid Macintosh
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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 New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views

    3D AGO

    The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views

    Renewable energy infrastructure is increasingly shaped by necessity. Today, energy security, supply chain resiliency, and the need to futureproof infrastructure guide investment decisions. This asset class plays a central role in daily life by delivering reliable energy and essential services. As demand continues to grow, from households to data centres, renewable infrastructure is becoming more integral to how economies function.   Join Colin Lynch, Managing Director, Head of Private Markets, TD Asset Management Inc. (TDAM) and Danny Hong, Vice President & Director, Infrastructure, TDAM as they discuss how changing market forces are shaping renewable energy infrastructure and what this means for investors.  Highlights include:   00:40 What does today's infrastructure environment look like?   04:15 Why infrastructure returns depend on more than owning assets   05:40 How a solar platform scaled over time   07:30 How AI and data centres are driving new demand for renewable energy   09:40 Why infrastructure plays a key role in a diversified 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.

    14 min
  2. A Strategic Approach to FX Currency Hedging | Minds & Markets

    MAR 26

    A Strategic Approach to FX Currency Hedging | Minds & Markets

    In the past, currency was often assumed to act as a natural portfolio offset. Today, long held assumptions are being challenged as correlations evolve and policy dynamics shift. Canadian investors with foreign equity exposure can be impacted by currency movements, even when underlying markets perform as expected.  To frame currency risk more deliberately, investors evaluate hedging costs, volatility, correlation behaviour and market regimes. Understanding the application of strategic frameworks and dynamic hedging is essential. Together, these steps support more intentional management of currency risk across market cycles.  Join Jafer Naqvi, Managing Director, Head of Client Portfolio Management, TD Asset Management Inc. (TDAM), and Mathieu Côté, Vice President, Institutional Client Portfolio Management, TDAM, as they explore how evolving market dynamics are reshaping approaches to currency risk management. Highlights include: 02:50 How Canadian investors create currency exposure through foreign equity allocations 07:05 Why historical currency-equity relationships may be less reliable 08:10 The four core factors shaping a currency hedging framework 12:00 How dynamic hedging can respond to changing market conditions 16:55 Applying a repeatable, strategic approach to currency risk 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.

    21 min
  3. U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast

    MAR 11

    U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast

    The global stock market is entering a new phase as investors grow weary of U.S. mega‑cap technology leadership. As U.S. dominance fades, opportunities are opening across international markets and overlooked sectors. At the same time, heavy AI investment is reshaping global supply chains and creating new sources of growth. Market leadership is broadening as strength spreads across regions and sectors. With concentration easing, where are the next opportunities emerging across the global stock market? Join Vitali Mossounov, Managing Director, Head of Fundamental Equity Research, TD Asset Management Inc. (TDAM) and Julien Palardy, Managing Director, Head of Quantitative Investing, TDAM for discussion on how changing market conditions, AI investment and broader participation are shaping global stock markets in 2026. Highlights include: 00:55 Is U.S. market leadership finally beginning to fade in 2026? 02:25 Why AI investing is no longer about mega cap technology 06:55 How massive AI spending is reshaping global supply chains 08:30 Why broader market participation matters as concentration eases 11:00 What could a broader market mean for low vol 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/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.

    16 min
  4. What is the Coast FIRE Retirement Strategy? | The ETF Experience

    FEB 11

    What is the Coast FIRE Retirement Strategy? | The ETF Experience

    Think of how much more freedom you might have in retirement if you started building steady investment habits now—that's the idea behind Coast FIRE (Financial Independence Retire Early). Coast FIRE is a strategy where individuals save aggressively today so they can slowly move or "coast" towards part-time, then full retirement, all while letting compound growth do the work along the way. As more people rethink what early retirement could look like, Coast FIRE is becoming a compelling alternative, especially among do-it-yourself investors and busy professionals on a tight budget. But is it the right fit for all investors, and what does it really take to stay on track? Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Benjamin Gossack , Managing Director, Portfolio Manager, TDAM as they examine the Coast FIRE path to retiring early.   Highlights include: 1:30 What is Coast FIRE? 8:15 How ETFs fit into the Coast FIRE retirement strategy 11:25 What matters most: saving early or chasing higher returns? 12:50 What are some mistakes people make when working towards Coast FIRE?       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.

    17 min
  5. The Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views

    FEB 5

    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
  6. A Look at the Year Ahead in Markets in 2026 | TDAM Talks Podcast

    JAN 6

    A Look at the Year Ahead in Markets in 2026 | 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
  7. The ETF Experience | What's Driving 2026

    12/18/2025

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

    12/11/2025

    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
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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
    82
  • Rating
    Clean
  • Show Website
    TDAM Talks

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