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.

TDAM Talks is a business podcast hosted by Unknown Host, with 94 episodes on record and a Required Pod Score of 80.

Unknown Host hosts TDAM Talks, a business show with 94 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #18

  AI Investing: Are Humans Still Needed? | Portfolio Manager Views Podcast

  Sep 18, 202635 minS4

  AI is changing how investment teams research, build, and manage portfolios, but human expertise remains a critical part of the investment process. In this episode, we explore: ·       How advances in AI and machine learning are accelerating quantitative research ·       Why implementing investment models requires significant data, infrastructure, and oversight ·       How market concentration is changing traditional benchmarks and shaping investor portfolio decisions As AI becomes more widely available, what will continue to separate investment managers from one another? Hear from Julien Palardy , Managing Director, Head of Quantitative Investing, TD Asset Management Inc. (TDAM), Laurie-Anne Davison , Managing Director, Head of Passive Investing, TDAM and Samuel Carriere , Vice President, Client Portfolio Management, TDAM as they discuss the growing role of AI in investing, evolving approaches to portfolio construction, and why human oversight remains essential in portfolio management. Highlights include 00:33    Why AI is not replacing investment teams AI can automate parts of research and portfolio management workflows, but human expertise, accountability, and oversight remain essential. 02:29    How AI is accelerating quantitative research Large language models are helping quantitative teams build tools, test ideas, process data, and develop models more efficiently than before. 07:13    The rising concentration risk in benchmarks Technology and semiconductor companies now represent a growing share of major indexes, increasing investors' exposure to a smaller group of stocks. 15:20    Why investors are diversifying investment approaches Many investors are looking beyond a single investment style by combining fundamental, quantitative, and passive strategies within their portfolios. 26:27    Why human oversight still matters in portfolio management Even as investment processes become more automated, portfolio managers remain responsible for handling implementation challenges, managing operational complexity, and overseeing investment decisions.   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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  Episode #17

  Investing in Bonds: The New Yield Opportunity | Portfolio Manager Views Podcast

  Sep 10, 202625 minS4

  After a period of rising rates and market volatility, investors are asking whether the opportunity in fixed income has changed. In this episode, we explore:  Why bond yields are higher today  How investors can use corporate vs. government vs. target maturity bonds in a portfolio  Where investors can find attractive risk-adjusted returns  If today's yield environment persists, what could that mean for investors in the years ahead?  Join Benjamin Chim , Managing Director, Head of Credit, TD Asset Management Inc. (TDAM) and Sayada Nabi , Associate, Client Portfolio Management, TDAM as they discuss the changing fixed income landscape, the opportunities created by higher yields, and how investors can use different types of bonds to build portfolios in today's market.  Highlights include: 2:03  Why did stocks and bonds both fall in 2022?   Stocks and bonds both fell because rapid interest rate hikes pushed bond prices lower and increased concerns about economic growth. 7:31 Why do bonds look more attractive today?   Bonds offer higher starting yields today, providing investors with greater income and return potential than in 2022. 11:38 How can higher yields improve fixed income returns?   Higher yields can provide more income, help offset market volatility, and create opportunities for capital gains if rates decline. 14:16 How do corporate, government, and target maturity bonds compare? Government bonds focus on stability, corporate bonds offer additional yield, and target maturity bond ETFs combine diversification with a defined maturity date. 19:56 What are the benefits of a bond ladder?   A bond ladder can balance income, liquidity, and reinvestment risk by spreading investments across different maturity dates.   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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  Episode #15

  The Essential Dividend ETF Checklist | The ETF Experience

  Aug 18, 202614 minS4

  Dividend ETFs are a popular way to earn investment income, but a high yield does not always mean a better investment. This episode explains the difference between dividend income, distributions, yield, and total return, and why it is important to look at the companies inside an ETF. Investors who want income, growth, or both will learn how to compare dividend ETFs and understand the trade-offs between active and passive strategies. When you're choosing a dividend ETF, is the biggest payout really the most important thing to look for? Join Isabela Sagan , Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Linda Otamendi , Associate, Portfolio Research, TDAM as they unpack common questions about dividend ETFs and share insights to help investors better understand the role dividends can play in a portfolio. Highlights: What is dividend income? (1:12) Understanding distributions, yield, and total return (1:53) How to compare dividend ETF holdings (3:32) Choosing between active and passive dividend ETFs (5:52) Do younger investors need dividend income? (10:12) 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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  Episode #16

  AI, Markets & the Next Wave of Growth | Portfolio Manager Views Podcast

  Aug 10, 202629 minS4

  AI has been one of the biggest drivers of market returns in recent years. But after a period of volatility, investors are asking what comes next. In this episode, we explore whether the AI story is changing, what earnings trends are revealing about the broader market, and whether growth is beginning to spread beyond a handful of stocks and sectors. If market leadership continues to expand, what could that mean for investors in the years ahead? Join Vitali Mossounov, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM), Juliana Faircloth, Vice President & Director, Co-Head of Public Equity Research, TDAM and Tarik Aeta, Vice President & Director, Co-Head of Public Equity Research, TDAM. as they discuss the outlook for AI, the trends driving markets, and where the next wave of growth could emerge. Highlights include: 00:52 How research supports investment decisions 04:21 How investment ideas are found and evaluated 10:00 Is the AI investment boom still intact? 17:06 What is driving growth beyond AI? 22:07 Why market optimism may continue 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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  Episode #14

  Why Fixed Income Matters Again | TDAM Talks Podcast

  Jul 23, 202620 minS4

  Fixed income is back in focus. Rising rates could open new doors for investors' income, diversification, and portfolio construction. In this episode, listeners will learn: How today's bond market differs from the low-rate environment that followed the financial crisis Why active management is becoming more important What investors can learn from navigating market volatility As interest rates, credit markets, and market volatility continue to evolve, what role should fixed income play in a modern portfolio? Join Justin Flowerday , Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM), and Jennifer Hartviksen , Managing Director, Head of Fixed Income, TDAM, as they discuss the experiences and investment principles that have shaped their approach to navigating markets. Highlights include: 05:30 Lessons from investing through market crises 10:43 Why strong investment teams matter 14:04 The role fixed income plays in a portfolio 19:49 Inflation, interest rates, and bond returns 22:51 Why active management matters in fixed income 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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