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. Join David Sykes, Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM) and Kevin Hebner, Managing Director, Global Investment Strategist, TD Epoch, as they deliver comprehensive insights and key considerations for 2026.

This past year was marked by tension, elevated uncertainty, tariff disputes, and the rise of unstoppable AI. Even so, ETFs continue to evolve, adapting to changing markets and investor needs. As the road to 2026 comes into view, investors are turning their focus to the forces driving the next phase of ETF growth and opportunity. Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Damian Fernandes, Managing Director, Portfolio Manager, TDAM, as they explore ETF themes and what's driving 2026.

In this THIRD and FINAL episode of a three-part market update series, our Breadth of Experience panel brings perspective from the Asset Allocation and Fixed Income teams at TD Asset Management Inc. (TDAM) to explore the forces shaping today's investment landscape. From shifting policy dynamics to changing growth patterns, the discussion offers a well-rounded take on how markets are evolving. What can investors take away from the mix of opportunities and risks unfolding across regions?

In this second episode of a three-part market update series, our Breadth of Experience panel brings perspective from the Asset Allocation and Fixed Income teams at TD Asset Management Inc. (TDAM) to explore the forces shaping today's investment landscape. From shifting policy dynamics to changing growth patterns, the discussion offers a well-rounded take on how markets are evolving. What can investors take away from the mix of opportunities and risks unfolding across regions?

In this first episode of a three-part market update series, our Breadth of Experience panel brings perspective from the Asset Allocation and Fixed Income teams at TD Asset Management Inc. (TDAM) to explore the forces shaping today's investment landscape. From shifting policy dynamics to changing growth patterns, the discussion offers a well-rounded take on how markets are evolving. What can investors take away from the mix of opportunities and risks unfolding across regions? Join Jose Alancherry, Vice President, Client Portfolio Management, TDAM in conversation with Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM and Christian Medeiros, Vice President & Director, Portfolio Manager, Asset Allocation, TDAM, as they share their insights on market trends, investor priorities, and the factors shaping fixed income and asset allocation.

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 decades, the U.S. dollar has been the world's currency anchor, but what if that anchor is starting to come loose? The evidence is mounting for a significant and persistent shift to a weaker U.S. dollar—a development that is rooted in global trade imbalances. This trend has profound consequences as it upends the economic order that has been in place for half a century.

Social risks aren't just headlines – they're investment risks. From workplace equity to corporate impacts to communities and customers, social issues are redefining how companies operate. Social dimensions include how companies maintain their license to operate, build customer trust and loyalty and attract and retain their workforces. While climate change and governance have dominated the investment stewardship dialogue, social issues may be getting less attention while providing an opportunity to offset portfolio risks and identifying best in class companies.

ETFs are a popular investment choice, but building a portfolio made up of only ETFs isn't always as simple as it seems. From jumping on the latest trends, to over diversifying, there are common pitfalls investors can fall into which make it essential to know what to watch out for and how to build smarter, stronger portfolios.

Are ETFs always the bargain choice? Can you buy or sell them whenever markets are open? Are you sure they don't produce any income? Common ETF misconceptions can trip up even the savviest of DIY investors, especially in an age where quick answers online can be more confident than correct. So what's fact versus fiction, and what should investors know to help navigate the world of ETF investing with clarity and confidence?

Market volatility, tighter liquidity and diversification challenges have pushed investors to think outside the traditional balanced portfolio, and with real estate and infrastructure showing resilience and strong fundamentals, investment in these is looking anything but "alternative".

It's summer, and travel is everywhere right now – on social feeds, in inboxes, and even the stock market. At the same time, global defense budgets are climbing to record highs. These seemingly unrelated trends are shaping markets in real ways, and they're showing up in sectors that investors may be overlooking. For millennials building portfolios in real time, understanding where travel demand and defense priorities intersect could be a game-changer.

There were high hopes for fixed income in early 2025 and even higher yields, but inflation's staying power has continued reshaping expectations. Bond investors have had to stay nimble in the traditionally "safe" asset class, but how did we get here? Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM and Lauren Bellai, Vice President, Active Fixed Income Portfolio Management, TDAM break down the shift in conditions for fixed income.

Asset allocation plays a fundamental role in managing risk and return in uncertain markets through diversification, and the current landscape is no exception. Michael Craig and Humza Hussain discuss how geopolitical policy has set the stage year-to-date, and what could lie ahead for key commodities such as gold as U.S. midterms loom.

Bonds are often overlooked by younger investors, but with interest rates higher than they've been in years, the yield is finally real. Fixed income is back in the spotlight, and it's not just for boomers. So why exactly do bonds deserve a spot in the millennial portfolio? How do they work and what role can they play in building long-term wealth, especially in a market where growth may feel harder to come by? Whether you're bond-curious or ready to rebalance, join Isabela Sagan , Manager, ETF Business Development, TD Asset Management Inc. (TDAM) in conversation with Rachana Bhat, Vice President & Director, Lead, Investment Grade Credit Portfolio Management, TDAM as they take a look at bond market basics, how ETFs stack up against individual bonds, and the role of fixed income in today's dynamic and unpredictable landscape.

Stocks started the year with cautious optimism and have since delivered upside surprises, posting strong earnings, resilient consumer activity and ongoing tech strength in the face of macro uncertainty. Join Ingrid Macintosh as she speaks with Justin Flowerday and Jeff Evans as they shed some light on whether this rally can keep its legs, or if a breather is due.

Our Breadth of Experience panel connects on this third an final part of the discussion to speak about AI and data centres, technology, interest rates, and where they expect the stock market to be. Enjoy the final part of the discussion - listen to parts one and two already posted!

Our Breadth of Experience panel has a market conversation that's perhaps a bit sunnier than anticipated. Join Jose, Damian and James as the discuss productivity, market sentiment, and chaos and recovery Enjoy part two of the discussion - with parts three to follow next week!

Our Breadth of Experience panel has a market conversation that's perhaps a bit sunnier than anticipated. Despite persistent forecasts of economic turbulence, equities have outperformed expectations – but why hasn't the doom-and-gloom narrative materialized, and why is the S&P 500 seemingly unchanged from a year ago? What is driving market resilience today, particularly in Canada? From sector standouts to sentiment shifts, our roundtable speakers explore whether this momentum has legs heading into the second half of the year. Enjoy part one of the discussion - with parts two and three to follow!

Join Chiara Carozzi in conversation with Julien Palardy, as they define what volatility really means and why managing it is so important, how low volatility strategies aim to provide a smoother investing experience, and how the Quantitative Investing Team at TDAM is leveraging research and rigour to power our approach.