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&nbsp;&nbsp;Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on&nbsp;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&nbsp;&nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

<description>&lt;p&gt;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.  &lt;/p&gt;
&lt;p&gt;Join Colin Lynch, Managing Director, Head of Private Markets, TD Asset Management Inc. (TDAM) and Danny Hong, Vice President &amp; Director, Infrastructure, TDAM as they discuss how changing market forces are shaping renewable energy infrastructure and what this means for investors. &lt;/p&gt;
&lt;p&gt;Highlights include:  &lt;/p&gt;
&lt;p&gt;00:40 What does today's infrastructure environment look like?  &lt;/p&gt;
&lt;p&gt;04:15 Why infrastructure returns depend on more than owning assets  &lt;/p&gt;
&lt;p&gt;05:40 How a solar platform scaled over time  &lt;/p&gt;
&lt;p&gt;07:30 How AI and data centres are driving new demand for renewable energy  &lt;/p&gt;
&lt;p&gt;09:40 Why infrastructure plays a key role in a diversified portfolio  &lt;/p&gt;
&lt;p&gt; &lt;/p&gt;
&lt;p&gt;&lt;p&gt;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&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;Email any questions or ideas for future episodes to: td.tdamtalks@td.com&lt;/p&gt;&lt;p&gt;Please follow "TD Asset Management" on&amp;nbsp;&lt;/p&gt;&lt;p&gt;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;/p&gt;&lt;br/&gt; &lt;p&gt;Hosted by Simplecast, an AdsWizz company. See &lt;a href="https://pcm.adswizz.com"&gt;pcm.adswizz.com&lt;/a&gt; for information about our collection and use of personal data for advertising.&lt;/p&gt;</description>

Colin Lynch and Danny Hong examine the market forces reshaping renewable energy infrastructure, from energy security and supply‑chain resilience to growing AI‑driven demand. They discuss why these essential real assets matter to economies - and how long‑dated, inflation‑linked cash flows can contribute to portfolio stability.

The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views

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&nbsp;&nbsp;Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on&nbsp;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&nbsp;&nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

<description>&lt;p&gt;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. &lt;/p&gt;
&lt;p&gt;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. &lt;/p&gt;
&lt;p&gt;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.&lt;/p&gt;
&lt;p&gt;Highlights include:&lt;/p&gt;
&lt;p&gt;02:50 How Canadian investors create currency exposure through foreign equity allocations&lt;/p&gt;
&lt;p&gt;07:05 Why historical currency-equity relationships may be less reliable&lt;/p&gt;
&lt;p&gt;08:10 The four core factors shaping a currency hedging framework&lt;/p&gt;
&lt;p&gt;12:00 How dynamic hedging can respond to changing market conditions&lt;/p&gt;
&lt;p&gt;16:55 Applying a repeatable, strategic approach to currency risk&lt;/p&gt;
&lt;p&gt;&lt;p&gt;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&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;Email any questions or ideas for future episodes to: td.tdamtalks@td.com&lt;/p&gt;&lt;p&gt;Please follow "TD Asset Management" on&amp;nbsp;&lt;/p&gt;&lt;p&gt;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;/p&gt;&lt;br/&gt; &lt;p&gt;Hosted by Simplecast, an AdsWizz company. See &lt;a href="https://pcm.adswizz.com"&gt;pcm.adswizz.com&lt;/a&gt; for information about our collection and use of personal data for advertising.&lt;/p&gt;</description>

In this episode of Minds and Markets, Jafer Naqvi and Mathieu Côté discuss why traditional views of currency as a natural hedge are being challenged. They explain how foreign equity exposure creates currency risk for Canadian investors and outline the key factors - cost, volatility, correlation, and market regimes - that shape a disciplined FX hedging framework, including the role of dynamic hedging across market cycles.

A Strategic Approach to FX Currency Hedging | Minds & Markets

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&nbsp;&nbsp;Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on&nbsp;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&nbsp;&nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

<description>&lt;p&gt;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?&lt;/p&gt;
&lt;p&gt;Join &lt;strong&gt;Vitali Mossounov&lt;/strong&gt;, Managing Director, Head of Fundamental Equity Research, TD Asset Management Inc. (TDAM) and &lt;strong&gt;Julien Palardy&lt;/strong&gt;, 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.&lt;/p&gt;
&lt;p&gt;Highlights include:&lt;/p&gt;
&lt;p&gt;00:55 Is U.S. market leadership finally beginning to fade in 2026?&lt;/p&gt;
&lt;p&gt;02:25 Why AI investing is no longer about mega cap technology&lt;/p&gt;
&lt;p&gt;06:55 How massive AI spending is reshaping global supply chains&lt;/p&gt;
&lt;p&gt;08:30 Why broader market participation matters as concentration eases&lt;/p&gt;
&lt;p&gt;11:00 What could a broader market mean for low vol strategies?&lt;/p&gt;
&lt;p&gt; &lt;/p&gt;
&lt;p&gt;&lt;p&gt;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&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;Email any questions or ideas for future episodes to: td.tdamtalks@td.com&lt;/p&gt;&lt;p&gt;Please follow "TD Asset Management" on&amp;nbsp;&lt;/p&gt;&lt;p&gt;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;/p&gt;&lt;br/&gt; &lt;p&gt;Hosted by Simplecast, an AdsWizz company. See &lt;a href="https://pcm.adswizz.com"&gt;pcm.adswizz.com&lt;/a&gt; for information about our collection and use of personal data for advertising.&lt;/p&gt;</description>

As U.S. megacap tech leadership shows signs of fatigue, global equity markets are entering a new phase of broader opportunity across regions and sectors. In this episode of Portfolio Manager Views, Vitali Mossounov, and Julien Palardy, discuss how AI investment, shifting supply chains, and easing market concentration are reshaping global stock markets in 2026.

U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast

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 strategy11:25 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&nbsp;&nbsp;Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on&nbsp;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&nbsp;&nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

<description>&lt;p&gt;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?&lt;/p&gt;&lt;p&gt;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.  &lt;/p&gt;&lt;p&gt;Highlights include:&lt;/p&gt;&lt;p&gt;1:30 What is Coast FIRE?&lt;/p&gt;&lt;p&gt;8:15 How ETFs fit into the Coast FIRE retirement strategy&lt;/p&gt;&lt;p&gt;11:25 What matters most: saving early or chasing higher returns?&lt;/p&gt;&lt;p&gt;12:50 What are some mistakes people make when working towards Coast FIRE?&lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;
&lt;p&gt;&lt;p&gt;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&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;Email any questions or ideas for future episodes to: td.tdamtalks@td.com&lt;/p&gt;&lt;p&gt;Please follow "TD Asset Management" on&amp;nbsp;&lt;/p&gt;&lt;p&gt;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;/p&gt;&lt;br/&gt; &lt;p&gt;Hosted by Simplecast, an AdsWizz company. See &lt;a href="https://pcm.adswizz.com"&gt;pcm.adswizz.com&lt;/a&gt; for information about our collection and use of personal data for advertising.&lt;/p&gt;</description>

Ready to rethink what early retirement could look like? Join TDAM’s Isabela Sagan and Benjamin Gossack as they break down Coast FIRE and how ETFs can help you “coast” toward financial independence. Tune in for practical tips, common pitfalls, and a fresh take on building freedom into your future.

What is the Coast FIRE Retirement Strategy? |  The ETF Experience

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&nbsp;&nbsp;Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on&nbsp;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&nbsp;&nbsp; Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.

<description>&lt;p&gt;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?&lt;/p&gt;&lt;p&gt;Join &lt;strong&gt;Michael Augustine&lt;/strong&gt;, Managing Director, Head of Fixed Income &amp; Asset Liability Management, TD Asset Management Inc. (TDAM) and &lt;strong&gt;Hafiz Noordin&lt;/strong&gt;, Vice President &amp; Director, Active Fixed Income Portfolio Management, TDAM as they explore the evolving fixed income landscape and opportunities across global bond markets. &lt;/p&gt;&lt;p&gt;&lt;strong&gt;Highlights include:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;0:30  Examining the macro environment for fixed income in 2026  &lt;/p&gt;&lt;p&gt;4:25  Assessing the competing drivers behind muddled inflation  &lt;/p&gt;&lt;p&gt;7:50  Exploring the tailwinds for corporate bond performance  &lt;/p&gt;&lt;p&gt;10:45  What are the opportunities in emerging markets?  &lt;/p&gt;&lt;p&gt;14:05  How does fixed income fit into a multi-asset portfolio?  &lt;/p&gt;&lt;p&gt; &lt;/p&gt;&lt;p&gt; &lt;/p&gt;
&lt;p&gt;&lt;p&gt;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&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;Email any questions or ideas for future episodes to: td.tdamtalks@td.com&lt;/p&gt;&lt;p&gt;Please follow "TD Asset Management" on&amp;nbsp;&lt;/p&gt;&lt;p&gt;LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;p&gt;&amp;nbsp;&lt;/p&gt;&lt;/p&gt;&lt;br/&gt; &lt;p&gt;Hosted by Simplecast, an AdsWizz company. See &lt;a href="https://pcm.adswizz.com"&gt;pcm.adswizz.com&lt;/a&gt; for information about our collection and use of personal data for advertising.&lt;/p&gt;</description>

Discover the key forces reshaping global fixed income in 2026 as Michael Augustine and Hafiz Noordin break down opportunities across bond markets. Tune in for a quick, insightful look at where smart investors are finding value now.

The Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views

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.

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