Épisodes

  • The ETF Experience Podcast | The Hedging Effect: Managing Currency Risk
    Nov 13 2025
    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: td.tdamtalks@td.com Please follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    14 min
  • The Currency Tide Change: The Impact of a Declining U.S. Dollar
    Nov 6 2025

    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: 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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    27 min
  • Investment Stewardship: The "S'" in ESG
    Oct 23 2025

    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: 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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    22 min
  • The ETF Experience | 4 Mistakes to Avoid When Building an ETF Portfolio
    Oct 9 2025

    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: 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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    12 min
  • The ETF Experience | Cracking the ETF Code
    Sep 11 2025

    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: 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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    12 min
  • Paving the Way - Real Estate and Infrastructure Update - 2025s First Half and Beyond
    Sep 3 2025

    Tune in to listen to Ingrid Macintosh chat with Colin Lynch, Managing Director, Head of Alternative Investments, TDAM and Adam Thouret, Managing Director, Global Infrastructure Investments, TDAM on the podcast to learn what's delivering in real estate and infrastructure—and what's demanding a closer look.

    Highlights include:

    1:10 Overview of the past six months

    6:50 Looking ahead to the next six months

    15:00 What one thing people should be thinking about?

    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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    12 min
  • The ETF Experience | The Growth is in The Air - How Travel Moves the Market
    Aug 20 2025

    Cut through the clouds with Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Jose Alancherry, Vice President, Client Portfolio Management, TDAM, to learn what's fueling domestic travel growth in Canada, how aerospace and defense are correlated, and how investors might think about exposure to these industries through ETFs. Buckle up and tune in to find out what's making sectors take flight, and why diversification and quality are first-class considerations.

    Highlights include:

    00:01:35 Current travel trends

    00:05:05 How to invest in travel

    00:07:30 Why do aerospace and defense share a category?

    00:11:10 How to invest in defense

    00:16:00 Risk/reward framework of sector 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 for information about our collection and use of personal data for advertising.

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    18 min
  • Cool Rates & Hot Takes, a Chat About the Bond Market - 2025's First Half and Beyond - Summer Series Podcast Episode 3
    Aug 13 2025

    Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) alongside a panel of special guests for the four-part Mid-Year Market Checkpoint – a summer podcast series digging into the headlines across equities, fixed income, alternatives and asset allocation.

    Highlights:

    00:00:40 Overview of the past six months

    00:04:20 Looking ahead to the next six months

    00:07:00 Upcoming headline themes to watch

    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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    16 min