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TDAM Talks

TDAM Talks

Von: 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. Persönliche Finanzen Ökonomie
  • A Guide to International ETFs: Building Your "Passport Portfolio" | The ETF Experience Podcast
    Apr 29 2026

    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/


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    21 Min.
  • Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?
    Apr 15 2026

    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 for information about our collection and use of personal data for advertising.

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    30 Min.
  • The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views
    Apr 2 2026

    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.

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    14 Min.
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