Institutional Investing
 

TDAM COVID-19 Market Information Resource Centre

TDAM Talks Institutional with Mark Cestnik

 

As always, TDAM is committed to supporting your needs. Our portfolio management teams are continually monitoring events and hold firm in our belief that maintaining a portfolio of high-quality assets is critical to investment success.

As always, TD Asset Management Inc. (TDAM) is committed to supporting your investment needs. Our portfolio management teams are continually monitoring events and hold firm in our belief that maintaining a portfolio of high-quality assets is critical to investment success. Market volatility is a normal part of the investing journey and we encourage investors to remain focused on the long term.

We've created a new TDAM COVID-19 Market Information Resource Centre as a central place for you to access relevant resources. Simply browse through the content provided below and check back regularly as new resources will be added. Most important, be sure to take care of yourselves and those close to you during this unsettling time. 

 


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TDAM Insights Webinar: Regular recordings providing insights regarding specific asset classes and strategies. Please contact your Relationship Manager if you would like additional information or access to a playback link.

 

 


 

 

Date Posted

Articles and Commentaries

June 30, 2020

 

How the pandemic may impact corporate creditworthiness in Canada

 

The demand headwinds from the COVID-19 pandemic will likely lead to a technical recession, as the intentional shutdown of economies around the world will come with a clear contraction in global growth. It is our belief that as the credit cycle resets, attractive opportunities will exist in corporate credit, as the asset class typically provides above average returns during these periods.

 

 


 

June 18, 2020

 

Canada’s commercial real estate: Opportunities and challenges

 

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by Kim Parlee’s talk with Ted Welter, Chief Investment Officer for Alternative Investments, TD Asset Management, about how alternative investments could provide long-term stability in your portfolio

 

 


 

June 15, 2020

 

Weekly Market Overview: From the Desk of Robert Vanderhooft (CIO)

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

June 12, 2020

 

Markets sell off: Healthy pullback or more pain to come? (Video)

 

Anthony Okolie talks with Michael Craig, Head, of Asset Allocation, TD Asset Management, Inc. about the biggest market drop since March, the potential path to economic recovery and investment strategies in volatile markets.

 

 


 

June 1, 2020

 

Weekly Market Overview: From the Desk of Robert Vanderhooft (CIO)

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

May 19, 2020

 

Weekly Market Overview: From the Desk of Robert Vanderhooft (CIO)

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

May 14, 2020

 

Forward Perspectives: The Crude Business of Oil Market Volatility

 

Oversupply and Plunging Demand Plagues Energy Sector. The collapse in the price of crude has been triggered by the two-pronged effects of a sharp demand decline and delayed supply response from OPEC+. Severe storage capacity constraints and an uncertain outlook for the economic recovery are adding fuel to the Energy industry’s challenges.

 

 


 

May 7, 2020

 

Identifying Pockets of Value in Corporate Bond Markets

 

March of 2020 brought extreme levels of volatility to financial markets, with fixed income markets not being immune to the rapid repricing exhibited. In this article, we look to address why corporate bond spreads widened, why TDAM (“we”) sees relative value opportunities in the corporate sector, and how we are capitalizing on the current market dislocation.

 

 


 

May 4, 2020

 

Weekly Market Overview: From the Desk of Robert Vanderhooft (CIO)

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

April 27, 2020

 

Frank McKenna on COVID-19, Canadian energy sector, and U.S.-Canada relations (Video)

 

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by Kim Parlee’s talk with Frank McKenna, Deputy Chair, Wholesale, TD Securities, about how governments have responded to the pandemic, challenges for Canada’s oil patch and global supply chains.

 

 


 

April 27, 2020

 

Weekly Market Overview: From the Desk of Robert Vanderhooft (CIO)

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

April 20, 2020

 

From the desk of Rob Vanderhooft

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

April 14, 2020

 

From the desk of Rob Vanderhooft

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

April 6, 2020

 

From the desk of Rob Vanderhooft

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

April 2, 2020

 

Uncovering Opportunity: Market Perspectives (Article)

 

The TD Wealth Asset Allocation Committee shares its viewpoints and expectations for markets in Q2 202O and beyond.

 

 


 

April 1, 2020

 

TDAM Pandemic Preparedness

 

TDAM is committed to supporting your investment needs and I would like to take this opportunity to provide you with an update regarding our pandemic preparedness.

 

 


 

March 30, 2020

 

From the desk of Rob Vanderhooft

 

Robert provides his latest insights on the evolving events affecting investors and how TDAM is navigating the recent market turbulence.

 

 


 

March 24, 2020

 

TDAM Talks Podcast – Fixed Income Update (Recording):

 

 

(Article) Please join Robert Pemberton, Managing Director and Head of Fixed Income at TDAM, as he provides an update on recent financial market activity

 


 

March 23, 2020

 

From the desk of Rob Vanderhooft

 

 

(Article) A deep dive into the effects of COVID-19 on the overall market and specific asset classes.

 


 

March 17, 2020

 

From the desk of Rob Vanderhooft

 

 

(Article) A deep dive into the effects of COVID-19 on the overall market and specific asset classes.

 


 

March 2020

 

TDAM Pandemic Preparedness

 

 

A brief note from Mark Cestnik, Managing Director, TDAM, discussing the measures TDAM is taking regarding COVID-19 and our operational preparedness to institutional clients and consultants.

 


 

March 9, 2020

Quant Insights Market Sell off

 

 

(Article) Discusses the four phases of market action COVID-19 virus has created since the beginning of the year.

 


 

March 2, 2020

From the desk of Rob Vanderhooft 

 

 

A deep dive into the effects of COVID-19 on the overall market and specific asset classes.

 


 

February 28, 2020

Coronavirus triggers market correction: TDAM CIO perspective (Video)

 

 

Markets are on track for their biggest selloff since the 2008 financial crisis, as fears grow about the coronavirus impact on global economic growth. Rob Vanderhooft, CIO, TDAM, gives his perspective on the stock sell-off.

 

 

 

 

 

 

    July 05, 2020