TDAM Talks

How Global Markets Are Breaking Records Despite War, Volatility and Recession Fears | Portfolio Manager Views Podcast

Markets are moving higher even as headlines focus on risk and uncertainty. So why do asset prices keep climbing when so many investors expect the opposite? In this episode, you'll hear why markets may not be “getting it wrong,” with a closer look at earnings growth, strong cash flows, and largescale investment tied to AI. The broader picture highlights why fundamentals often carry more weight than nearterm concerns Join Benjamin Gossack and Damian Fernandes, Managing Directors and Portfolio Managers at TD Asset Management Inc., as they explore what’s driving global markets today. Highlights include:   01:30  Why markets can reach new highs during wars and major geopolitical shocks, and why fundamentals are often underestimated 05:40  How AIdriven capital spending is supporting earnings 09:45  How cashflow growth, rather than shortterm forecasts, supports longterm outperformance 17:54  When portfolios look diversified but still depend on the same market trend     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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

A Guide to International ETFs: Building Your "Passport Portfolio" | The ETF Experience Podcast

International ETFs are a simple way to invest in markets outside your home country. If you're trying to pick out an international ETF though, you'll notice it's not quite the same as planning your summer vacation. Should you invest in international, global, or emerging markets? Each option offers a different level of exposure to countries, regions and economies. In this episode, investors of all levels will learn how to use international ETFs to diversify their portfolio, reduce risk, and gain access to growth opportunities around the world. Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Andres Rincon, Managing Director, ETF Sales & Strategy, TD Securities as they break down how international ETFs work, what to watch for when investing overseas and how to build a “passport portfolio”. Highlights include: 02:41 What is the difference between international markets, global markets, and emerging markets? 04:41 How do you invest in international ETFs? 10:15  What is home bias investing? 13:03  Should you use passive or active ETFs to get international exposure? 16:16  What are the pros and cons of international investing? 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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?

Market volatility has picked up as oil prices and global headlines draw investor attention, raising questions about what truly drives market outcomes. For investors watching the market, this means looking beyond short‑term swings to what tends to matter most over time. That longer‑term view brings earnings and corporate adaptability into focus, and how markets often regain stability as early fears fade. While oil shocks and geopolitical developments form part of the backdrop, what does this environment really mean for Canada’s market outlook? Join Justin Flowerday, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM), and Vitali Mossounov, Managing Director, Head of Fundamental Equity Research, TDAM, as they discuss how oil prices, market volatility and global headlines are shaping Canada’s market. Highlights include:     03:00 From strong early 2026 optimism to rising uncertainty 05:07 Putting oil shocks in historical context 08:05 Why earnings remain the key driver of market outcomes 15:41 Capital spending, margins, and where growth may come from next 33:21 The TD Wealth Asset Allocation Committee's outlook and positioning     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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.

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 [https://pcm.adswizz.com] for information about our collection and use of personal data for advertising.