Skip to main content
  • Institutional
    • Canada
    • U.S.
    • Global Selected
TD Global Investment Solutions Logo
  • Strategies
  • Insights
  • Responsibility
    • Sustainable Investment
    • Sustainable Investment Resources
  • About Us
    • Our History
    • Our Business
      • Overview
      • TD Asset Management
      • TD Epoch
    • Our People
      • Overview
      • Fixed Income Investments Team
      • Public Equities Investments Team
      • Alternative Investments Team
      • Fundamental Free Cash Flow Driven Team
    • Newsroom
  • Search
  • Client Portal
TD Global Investment Solutions
  • Strategies
  • Insights
  • Responsibility

    • Responsibility
    • Sustainable Investment
    • Sustainable Investment Resources
  • About Us

    • About Us
    • Our History
    • Our Business

      • Our Business
      • Overview
      • TD Asset Management
      • TD Epoch
    • Our People

      • Our People
      • Overview
      • Fixed Income Investments Team
      • Public Equities Investments Team
      • Alternative Investments Team
      • Fundamental Free Cash Flow Driven Team
    • Newsroom
    • Institutional
      • Institutional
      • Canada
      • Global
      • US
Client Portal

Macro Insights

Trump and Tariffs

We examine tariffs from the American perspective, look at the China’s leading role in the ongoing trade war and discuss the macro and market consequences and implications for investors.

Read More

Investment Insights

The Present and Future of European Equities

We look at the reasons for the underperformance of European equities and explore what the future might hold.

Read More

Macro Insights

AI and the Tech Boom

The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors.

Read More

  1. Trump and Tariffs

    February 6, 2025 - 25 min read

  2. The Present and Future of European Equities

    Feb 5, 2025 - 10 min read

  3. AI and the Tech Boom

    Jan 23, 2025 - 25 min read
slide 1 of 3
slide 1 of 3

  • Macro Insights

    Trump and Tariffs

    We examine tariffs from the American perspective, look at the China’s leading role in the ongoing trade war and discuss the macro and market consequences and implications for investors.

    Read More

  • Investment Insights

    The Present and Future of European Equities

    We look at the reasons for the underperformance of European equities and explore what the future might hold.

    Read More

  • Macro Insights

    AI and the Tech Boom

    The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors.

    Read More

Market News and Insights

As an institution focused on new thinking, our goal is to provide clients with valuable insights regarding innovative investment concepts and market occurrences.

Assets
Themes
Filter
  1. All (86)
  2. Thought Leadership (56)
  3. Commentaries (2)
  4. Podcasts (13)
  5. Webinar (6)
  6. Blog (9)
loading
Investment Insights
March 19, 2025
We discuss the performance of the health care sector over the past two years and its outlook.

Is the Health Care Sector Healthy?

Over the last two years, the health care sector has underperformed both the technology sector and the MSCI World Index as a whole. The sector has typically been known as one with high profitability, high return on capital companies, so what has been driving the underperformance? Research Analyst Tim Wengerd joins the podcast to discuss that question and the outlook for the sector.

Podcast27 min listen

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch

Tim Wengerd, CFA, Director, Research Analyst, TD Epoch

Macro
February 06, 2025
Trump and Tariffs

Trump and Tariffs

We examine tariffs from the American perspective, look at the China’s leading role in the ongoing trade war and discuss the macro and market consequences and implications for investors.

Thought leadership25 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Investment Insights
February 05, 2025
Investment Insights

The Present and Future of European Equities

We look at the reasons for the underperformance of European equities and explore what the future might hold.

Thought leadership10 min read

Bill Booth, CFA, Chief Investment Officer and Portfolio Manager, TD Epoch

Investment Insights
January 23, 2025
AI and the Tech Boom

AI and the Tech Boom

The launch of GPT-4 technology ignited a surge of capex reminiscent of the late-1990s. We look at the surge, how long it might last and the implications for investors.

Thought leadership25 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Investment Insights
January 23, 2025
Free Cash Flow Works

Free Cash Flow Works

TD Epoch's investment philosophy focuses on free cash flow rather than on earnings. In this paper, we address two questions: 1) Why does free cash flow matter more than earnings in determining the value of a business, and 2) Do free-cash-flow metrics help investors identify stocks that outperform the market? 

Thought leadership25 min read

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch

William Priest, CFA, Vice-Chair, TD Wealth, Chairman of the Board of Directors, TD Epoch

Macro
January 21, 2025
Capital Markets Outlook for 1Q25

Capital Markets Outlook for 1Q25

We examine the impact that tariffs may have on the capital markets and the implications for investors.

Webinar33 min watch

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

Investor's Knowledge
December 12, 2024
The circular economy, an opportunity for investors

The circular economy, an opportunity for investors

The circular economy is often seen from a GHG emission reduction perspective, but it can also offer economic benefits.

Blog 10 min read

By Simon Cholette-Cousineau, Manager, Graduate Leadership Program, ESG Research and Engagement, TD Asset Management Inc.

Investment Insights
November 27, 2024
Are Chinese Equities a Buy?

Are Chinese Equities a Buy?

We explore recent policy announcements from China and whether these policies might have a positive impact on the Chinese equity market, which has underperformed for several years.

Thought leadership15 min read

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

William Priest, CFA, Vice-Chair, TD Wealth, Chairman of the Board of Directors, TD Epoch

Investment Insights
November 20, 2024
Real Assets Market Report

Real Assets Market Report

TDAM's Alternative Investments team recaps key takeaways from real estate, mortgage, infrastructure, and private debt markets.

Commentary30 min read

Alternative Investments Team

123...10

Recommended Insights

Investment Insights

March 19 2025

mbna image alt text

Is the Health Care Sector Healthy?

Podcast 27 min listen

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch

Tim Wengerd, CFA, Director, Research Analyst, TD Epoch

Investment Insights

February 05 2025

The Present and Future of European Equities

Thought leadership 10 min read

Bill Booth, CFA, Chief Investment Officer and Portfolio Manager, TD Epoch

Macro

January 21 2025

Capital Markets Outlook for 1Q25

Webinar 33 min watch

Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch

What's Trending?

Is the Health Care Sector Healthy?

March 19 2025 - 27 min listen

The Present and Future of European Equities

February 05 2025 - 10 min read

Capital Markets Outlook for 1Q25

January 21 2025 - 33 min watch

Subscribe to the

TD Global Investment Solutions Newsletter

Stay ahead with relevant news and perspectives delivered
straight to your inbox.

Subscribe Us

Need to talk to us directly? Contact us

  • Privacy & Security
  • Legal
  • Site Index
  • Accessibility
  • Ad choice & personalization
Back to top Top
Modal 2
TD Global Investment Solutions

Welcome

You are entering the TD Global Investment Solutions – Institutional Client Site

Ad Choice and Personalization/ Terms and Conditions

Ad choice & personalization.

We use cookies and other technologies to deliver personalized content on our websites and relevant advertising on other websites. Unless you change your preferences these technologies allow TD and our ad partners to better align ads with your banking goals.

Manage your preferences

For visitors from the EU and the UK, only strictly necessary cookies are used on this site. These cookies are necessary for the website to function and cannot be switched off. For more information about cookies please visit here

Terms & Conditions

In order to proceed to the site, please accept our Terms & Conditions.

Please read the following terms and conditions (the "Terms") carefully. By accessing tdglobalinvestmentsolutions.com and any pages thereof (the "Site"), you agree to be bound by and comply with the Terms, including any future revisions that may be made in the future by TD Global Investment Solutions ("TD GIS" or "we") may make in its discretion. If you do not agree to the Terms, do not access the Site.

TD Global Investment Solutions represents the products and services of TD Asset Management Inc. ("TDAM") and Epoch Investment Partners, Inc. ("Epoch"). TDAM and Epoch are affiliates and wholly owned subsidiaries of The Toronto-Dominion Bank. TD Global Investment Solutions works with a network of affiliates, third-party distributors and intermediaries in various jurisdictions to provide asset management services to institutional investors globally.

Access

You are accessing the Site pursuant to these Terms and any existing agreement you may have with us.

Not all products or services provided on this Site are available in all jurisdictions. These products and services are only available in jurisdictions in which it is lawful to offer these products and services. The information, material and content available on the Site (the "information") has been prepared for information purposes only without regard to any user's investment objectives or financial position and we are not soliciting any action based upon them.

No Offer/Local Restrictions

Nothing contained in or on this Site should be construed as a solicitation of an offer to buy or offer, or recommendation, to acquire or dispose of any security, commodity, investment or to engage in any other transaction. The information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. You are required to inform yourself of the laws of your country or that otherwise apply to you in relation to any of the matters described in the pages of this Site. If you choose to access the Site, you do so on your own initiative and are responsible for compliance with applicable local, national or international laws.

Institutional Investors Only

This Site is only directed at professional, institutional or qualified investors or intermediaries and is not suitable for retail or individual investors. If this Site is not directed at you, please leave the Site immediately.

No Reliance

The Information has been provided by TD GIS for informational purposes only. It is for general information only and is not, nor does it purport to be, a complete description of an investment in any products offered by TDAM, Epoch, an affiliate thereof, including any third-party distributors and intermediaries. If there is an inconsistency between the Information and the respective offering documents, the provisions of the respective offering documents shall prevail.

This Site and the Information are provided without regard to the specific investment objectives, financial situation or particular needs of any specific recipient and do not constitute investment, tax, accounting or legal advice. Recipients are strongly advised to make an independent review with their own advisors and reach their own conclusions regarding the investment merits and risks, legal, credit, tax and accounting aspects of transactions.

Risk Warning

Investment involves risks. Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. Exchange rate may vary and cause the value of international investments to rise or fall.

No Endorsements

No endorsement or approval of any third parties of their advice, opinions, information, products or services is expressed or implied by any Information.

Forward-looking Statements

This Site may contain forward-looking statements (“FLS”). FLS reflect current expectations and projections about future events and/or outcomes based on data currently available. Such expectations and projections may be incorrect in the future as events which were not anticipated or considered in their formulation may occur and lead to results that differ materially from those expressed or implied. FLS are not guarantees of future performance and reliance on FLS should be avoided.

Applicable Law

Your use of this Site and these Terms are governed by and shall be construed in accordance with laws of Province of Ontario and the laws of Canada applicable therein in the case of TDAM, or the laws of the State of New York in the case of Epoch.

If any provision of these Terms shall be held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions shall not in any way be affected. No term or provision shall be deemed waived, and no breach excused unless such waiver or consent shall be in writing and signed by the party claimed to have waived or consented.

The Toronto-Dominion Bank and its affiliates (the “TD Bank Group”) reserves the right, in its sole discretion, to change, modify, add or remove portions of these Terms at any time without notice to Site users. Similarly, TD Bank Group reserves the right, in its sole discretion, to change, modify, add or remove the content of this Site, including any country-specific sections, or to terminate the Site in whole or in part. TD Bank Group also reserves the right at any time to immediately suspend the provision of all or any part of this Site to you and/or block your access to this Site. You must check the Terms periodically for changes. Any changes, modifications, or additions to, or deletions from the Terms shall be effective upon posting on this Site. If you access this Site, including the country-specific sections, after changes to the Terms are posted, you further acknowledge the Terms as changed and agree to be bound by them.

Site Index

About Us

  • Our Story
  • Our Business
  • Our People
  • Newsroom

Insights

  • Insights

Strategies

  • All Strategies

Resources

  • Commitment to Accessibility

Responsibility

  • ESG
  • ESG Resources
Filter
Filter