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TDAM Talks
TD Asset Management, TDAM, Ingrid Macintosh
70 episodes
1 week ago
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.
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Investing
Business
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All content for TDAM Talks is the property of TD Asset Management, TDAM, Ingrid Macintosh and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/70)
TDAM Talks
Investment Stewardship: The "S'" in ESG
Social risks aren't just headlines – they're investment risks. From workplace equity to corporate impacts to communities and customers, social issues are redefining how companies operate. Social dimensions include how companies maintain their license to operate, build customer trust and loyalty and attract and retain their workforces. While climate change and governance have dominated the investment stewardship dialogue, social issues may be getting less attention while providing an opportunity to offset portfolio risks and identifying best in class companies.
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1 week ago
21 minutes 40 seconds

TDAM Talks
The ETF Experience | 4 Mistakes to Avoid When Building an ETF Portfolio
ETFs are a popular investment choice, but building a portfolio made up of only ETFs isn't always as simple as it seems. From jumping on the latest trends, to over diversifying, there are common pitfalls investors can fall into which make it essential to know what to watch out for and how to build smarter, stronger portfolios.
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3 weeks ago
12 minutes 5 seconds

TDAM Talks
The ETF Experience | Cracking the ETF Code
Are ETFs always the bargain choice? Can you buy or sell them whenever markets are open? Are you sure they don't produce any income? Common ETF misconceptions can trip up even the savviest of DIY investors, especially in an age where quick answers online can be more confident than correct. So what's fact versus fiction, and what should investors know to help navigate the world of ETF investing with clarity and confidence?
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1 month ago
11 minutes 59 seconds

TDAM Talks
Paving the Way - Real Estate and Infrastructure Update - 2025s First Half and Beyond
Market volatility, tighter liquidity and diversification challenges have pushed investors to think outside the traditional balanced portfolio, and with real estate and infrastructure showing resilience and strong fundamentals, investment in these is looking anything but "alternative".
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2 months ago
12 minutes 3 seconds

TDAM Talks
The ETF Experience | The Growth is in The Air - How Travel Moves the Market
It's summer, and travel is everywhere right now – on social feeds, in inboxes, and even the stock market. At the same time, global defense budgets are climbing to record highs. These seemingly unrelated trends are shaping markets in real ways, and they're showing up in sectors that investors may be overlooking. For millennials building portfolios in real time, understanding where travel demand and defense priorities intersect could be a game-changer.
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2 months ago
17 minutes 44 seconds

TDAM Talks
Cool Rates & Hot Takes, a Chat About the Bond Market - 2025's First Half and Beyond - Summer Series Podcast Episode 3
There were high hopes for fixed income in early 2025 and even higher yields, but inflation's staying power has continued reshaping expectations. Bond investors have had to stay nimble in the traditionally "safe" asset class, but how did we get here? Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM and Lauren Bellai, Vice President, Active Fixed Income Portfolio Management, TDAM break down the shift in conditions for fixed income.
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2 months ago
15 minutes 37 seconds

TDAM Talks
A Picnic with Portfolio Managers - 2025's First Half and Beyond - Summer Series Podcast Episode 2
Asset allocation plays a fundamental role in managing risk and return in uncertain markets through diversification, and the current landscape is no exception. Michael Craig and Humza Hussain discuss how geopolitical policy has set the stage year-to-date, and what could lie ahead for key commodities such as gold as U.S. midterms loom.
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3 months ago
18 minutes 21 seconds

TDAM Talks
The ETF Experience Podcast: The Word is Bond - Why Invest?
Bonds are often overlooked by younger investors, but with interest rates higher than they've been in years, the yield is finally real. Fixed income is back in the spotlight, and it's not just for boomers. So why exactly do bonds deserve a spot in the millennial portfolio? How do they work and what role can they play in building long-term wealth, especially in a market where growth may feel harder to come by? Whether you're bond-curious or ready to rebalance, join Isabela Sagan , Manager, ETF Business Development, TD Asset Management Inc. (TDAM) in conversation with Rachana Bhat, Vice President & Director, Lead, Investment Grade Credit Portfolio Management, TDAM as they take a look at bond market basics, how ETFs stack up against individual bonds, and the role of fixed income in today's dynamic and unpredictable landscape.
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3 months ago
18 minutes 18 seconds

TDAM Talks
Stocks in the Sun - 2025's First Half and Beyond - Summer Series Podcast Episode 1
Stocks started the year with cautious optimism and have since delivered upside surprises, posting strong earnings, resilient consumer activity and ongoing tech strength in the face of macro uncertainty. Join Ingrid Macintosh as she speaks with Justin Flowerday and Jeff Evans as they shed some light on whether this rally can keep its legs, or if a breather is due.
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3 months ago
12 minutes 52 seconds

TDAM Talks
FINALE: Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Three
Our Breadth of Experience panel connects on this third an final part of the discussion to speak about AI and data centres, technology, interest rates, and where they expect the stock market to be. Enjoy the final part of the discussion - listen to parts one and two already posted!
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4 months ago
18 minutes 1 second

TDAM Talks
Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part Two
Our Breadth of Experience panel has a market conversation that's perhaps a bit sunnier than anticipated. Join Jose, Damian and James as the discuss productivity, market sentiment, and chaos and recovery Enjoy part two of the discussion - with parts three to follow next week!
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4 months ago
19 minutes 39 seconds

TDAM Talks
Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One
Our Breadth of Experience panel has a market conversation that's perhaps a bit sunnier than anticipated. Despite persistent forecasts of economic turbulence, equities have outperformed expectations – but why hasn't the doom-and-gloom narrative materialized, and why is the S&P 500 seemingly unchanged from a year ago? What is driving market resilience today, particularly in Canada? From sector standouts to sentiment shifts, our roundtable speakers explore whether this momentum has legs heading into the second half of the year. Enjoy part one of the discussion - with parts two and three to follow!
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4 months ago
15 minutes 8 seconds

TDAM Talks
The ETF Experience: Steady Hands for Smoother Outcomes
Join Chiara Carozzi in conversation with Julien Palardy, as they define what volatility really means and why managing it is so important, how low volatility strategies aim to provide a smoother investing experience, and how the Quantitative Investing Team at TDAM is leveraging research and rigour to power our approach.
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4 months ago
21 minutes 13 seconds

TDAM Talks
The New Global Order – Reshaping Global Trade, Politics & Investing
Join host Ingrid Macintosh and guest Kevin Hebner as they pull back the curtain on America's shifting global role in this riveting episode. Centered on Kevin’s work, The New Global Order, they explore how supply chain choke points, volatile trade wars, and emerging currency dynamics are redefining the future of business, investing, and politics. If you're ready for bold insights into the seismic changes reshaping global power and opportunity, this conversation is a must-listen!
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5 months ago
30 minutes 39 seconds

TDAM Talks
The ETF Experience - The Secret Sauce to a Smarter Portfolio
Diversification isn't an elaborate recipe with rare ingredients – it's a simple, time-tested strategy that can help investors build stronger, more resilient portfolios. But what is diversification, really? Can it protect returns without watering them down? And how can investors – especially those doing it themselves – get cooking and put it into practice? Join Chiara Carozzi, Relationship Manager, Advisor Distribution, TD Asset Management Inc. (TDAM) in conversation with Trevor Cummings, Vice President, TDAM as they peel back the layers of diversification, and explore how this strategy can be the most powerful ingredient in your long-term investing mix.
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5 months ago
14 minutes 8 seconds

TDAM Talks
100 Days Later: The Market Reacts to Trump’s Policy Blitz
The first 100 days of Trump’s second term have ushered in familiar themes: tariffs, deregulation, and an aggressive "America First" stance. but this time, the global response is different. As investors navigate market volatility, shifting trade alliances, and new policy implications, how is Canada positioned to adapt?
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6 months ago
36 minutes 21 seconds

TDAM Talks
The ETF Experience: April Showers, May Flowers: DIY Investing Amid Market Turbulence
This spring, amidst a cascade of market-shaking headlines—from dramatic tariff moves to swift policy shifts , our latest ETF Experience Podcast episode dives into the whirlwind of uncertainty that’s rewriting the playbook for DIY investors. With the age-old adage “April showers bring May flowers” at heart, we explore whether the energy of the season could cultivate a robust market recovery.
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6 months ago
20 minutes 15 seconds

TDAM Talks
Are There Any Opportunities in The Stock Market This Spring?
With spring in the air and a federal election looming, green shoots are emerging across the equity landscape. Though tariff threats are casting a shadow and U.S. relative valuations are in flux, silver linings appear when we shift the focus to Canada's enduring advantages, local industry champions, and how the right reforms by the next federal government might spark capital inflows and drive productivity.
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6 months ago
24 minutes 58 seconds

TDAM Talks
Stocks and Shocks: A First Quarter Equity Roundtable Part Three
In this third part of the roundtable chat, Jose Alancherry hosts Vitali Mossounov and Ben Gossack who chat about the implications of recent U.S. policies on market performance, the effects of the new deregulatory agenda on market sentiment and consumer behaviour, and ways for investors to continue building wealth amid economic uncertainty.
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6 months ago
17 minutes 48 seconds

TDAM Talks
Stocks and Shocks: A First Quarter Equity Roundtable Part Two
In this second part of the roundtable chat, Jose Alancherry hosts Vitali Mossounov and Ben Gossack and they dive into the effects of tariffs on various sectors and industries, policy uncertainty, the framework for security selection and key signals driving it.
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6 months ago
19 minutes 52 seconds

TDAM Talks
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.