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High yield bonds can offer strong income, but they also come with risks that are often misunderstood. Think of them like lending to growing companies that pay you more to take on extra risk and where a bump in the road doesn’t always mean the journey is over. This episode breaks down what really drives returns, why defaults aren’t as scary as they sound, and how these bonds behave more like equities than traditional fixed income. With a clearer view of the trade‑offs and opportunities, could high yield be doing more heavy lifting in your portfolio than you think?
Join Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TD Asset Management Inc. (TDAM) and Anthony Imbesi, Vice President & Director, Lead, High Yield, TDAM as they break down the role of high yield bonds, challenge common misconceptions, and explore how they can enhance income and diversification in a portfolio.
Highlights include:
00:53 What high yield bonds are and how they differ from investment grade
04:06 Defaults explained and why they don’t always mean full loss
07:56 Why high yield is called the “equity of fixed income”
14:38 Comparing high yield to dividend stocks and other income strategies
19:55 High yield vs. private credit and key differences investors should know
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: [email protected]
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Investor behaviour can shape returns as much as the investments themselves, especially during market swings. When markets drop, emotions like fear, recency bias, and social media noise can push investors into quick, costly decisions. In this episode, we explore three simple ways to manage those reactions before they turn into costly mistakes. What if staying invested was less about timing the market and more about managing yourself?
Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Trevor Cummings, Vice President & Director, Lead of ETF Distribution, TDAM as they share practical ideas to help bring more discipline to investing.
Highlights include:
01:05 What does a money mindset have to do with investing?
02:16 Why do investors struggle with emotional discipline?
06:00 How the 24-hour rule can be used when investing in ETFs or stocks
09:03 How to balance social media validation and financial logic
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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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Highlights include:
00:05 Did Southern Europe learn something during the European Debt Crisis and is that now flowing through to other countries?
03:35 Is this the era of fiscal dominance?
12:40 What's different about how we manage money today?
17:25 Breaking down Canadian and U.S. currency
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: [email protected]
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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Highlights include:
(3:30) A look back on 2025
(6:00 Are we in a new "bond" era?
(9:50) What is driving yield?
(15:05) How shifting priorities are reshaping markets across regions
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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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On this episode of The ETF Experience ...
Have you ever looked at your ETF investments with international holdings and wondered why it went down even though the markets in other regions went up? The answer often comes down to currency risk. Currency can sometimes make your returns feel like you're riding a roller coaster - one moment you're up and the next you're down. Understanding how it affects your investments and how currency hedging can help smooth out the ride in your portfolio is key.
Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Rachana Bhat, Vice President & Director, Lead, Investment Grade Credit Portfolio Management, TDAM, as they explore what investors should know about currency hedging.
Highlights include:
(01:00) What is currency risk?
(03:10) What causes currencies to fluctuate?
(04:40) When does it make sense to hedge and how can it help with currency risk?
(07:10) How do you hedge an ETF?
(10:00) Looking at currency themes, what are some opportunities investors should keep an eye on?
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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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for information about our collection and use of personal data for
advertising. -
Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch as they discuss what a weaker U.S. dollar may mean for investors.
Highlights include:
(00:35) How significant is this move to a weaker dollar?
(02:20) Four reasons why we expect a softer greenback
(07:00) What does this mean for investors?
(11:30) The U.S. government's approach to rebalancing
(20:15) Lightning round: is gold a "buy", will yields spike and how fast could the U.S. dollar fall?
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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Priti Shokeen, Managing Director, Head of Sustainable Investment, TDAM and Vanessa Allen, Vice President & Director, Sustainable Investment, TDAM as they break down stewardship, why it matters and how it plays a key role in the sustainable investing approach at TDAM.
Highlights include:
1:55 Breaking down stewardship – what does it mean and why it matters?
5:20 What puts the "S" in ESG
7:15 What can drive a company off course
10:30 How stewardship is playing a role in Indigenous relations
14:30 How the social factors of ESG continue to transform
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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), and Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, as they break down the four biggest mistakes investors make when creating an ETF-only portfolio.
Highlights include:
1:45 How to choose the right ETF
4:20 A look under the hood: what to watch out for
7:05 Understanding the cost of an ETF
10:20 Knowing if you are truly diversified
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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), Chiara Carozzi, Relationship Manager, Advisor Distribution, TDAM and Trevor Cummings, Vice President, ETF Distribution, Central Canada, TDAM as they draw on their industry expertise to cut through the confusion and set the record straight on ETF investing – no fluff, all facts.
Highlights include:
1:10 Are ETFs always the cheapest option on the market?
2:35 Can ETFs be traded at any time?
5:30 Do ETFs pay dividends?
7:20 Does a higher AUM (assets under management) = a better ETF?
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: [email protected]
Please follow "TD Asset Management" on
LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/
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