Investment Insights
Spotlight: The Changing (or Unchanging) Dividend Environment
We look at the current environment for dividends including the reasons behind the initiation of dividends by companies that had traditionally not paid them and the outlook in a higher rate environment.
Macro Insights
U.S. November 2024 Election: Implications for Investors
This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.
Investment Insights
Try and Catch the Wind
Some investors believe that investing in “factors” is a cleaner way to invest, but they are buying businesses, not factors. In this paper, we explore how 2023 highlighted the limitations of focusing on factors rather than businesses.
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Spotlight: The Changing (or Unchanging) Dividend Environment
Jun 18, 2024 - 10 min read -
U.S. November 2024 Election: Implications for Investors
Apr 18, 2024 - 25 min read -
Try and Catch the Wind
Mar 19, 2024 - 15 min read
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Investment Insights
Spotlight: The Changing (or Unchanging) Dividend Environment
We look at the current environment for dividends including the reasons behind the initiation of dividends by companies that had traditionally not paid them and the outlook in a higher rate environment.
-
Macro Insights
U.S. November 2024 Election: Implications for Investors
This paper examines the key policy implications of the election, particularly regarding trade, tariffs, taxes, and energy, as well as for the Fed, industrial policy, deregulation, and defense, as well as their implications for investors.
-
Investment Insights
Try and Catch the Wind
Some investors believe that investing in “factors” is a cleaner way to invest, but they are buying businesses, not factors. In this paper, we explore how 2023 highlighted the limitations of focusing on factors rather than businesses.
Welcome to TD Global Investment Solutions
Explore what's possible together
TD Global Investment Solutions (TDGIS) represents the institutional asset management businesses of TD Bank Group (TD) - TD Asset Management Inc. (TDAM) and Epoch Investment Partners, Inc. (TD Epoch). We offer investment solutions to corporations, pension plans, endowments and foundations, insurance companies, sovereign wealth funds, and superannuation, among others. We strive to better understand our client's needs and offer solutions to meet those needs using our broad expertise across alternative investments, equities and fixed income. Our independent investment teams maintain their own investment philosophies, giving TDGIS diversity of thought.
Strength and Experience
Stay informed
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Investor knowledgeJune 20 2024
Companies offering multi-class shares with unequal voting rights have recently garnered renewed debate and interest.
Blog15 min readBy Jackie Cheung, Vice President, ESG, TD Asset Management Inc.
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Investment InsightsJune 18 2024
We look at the current environment for dividends including the reasons behind the initiation of dividends by companies that had traditionally not paid them and the outlook in a higher rate environment.
Thought leadership10 min readKera Van Valen, Managing Director, Portfolio Manager and Senior Research Analyst, TD Epoch
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Investment InsightsApril 23 2024
TDAM's Alternative Investments team recaps key takeaways from real estate, mortgage, infrastructure, and private debt markets.
Commentary30 min readAlternative Investments Team
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Investor KnowledgeApril 16 2024
Private infrastructure has become one of the fastest-growing asset classes for institutional investors over the past decade.
Blog5 min read -
Investment InsightMarch 14 2024
We discusses how we define both quality and value and how that translates to the U.S. Small Cap Quality Value strategy in this quarter's Spotlight.
Thought leadership10 min readStephen Salzone, CFA. Director, Portfolio Manager and Research Analyst, TD Epoch
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Investment InsightsFebruary 24 2024
There have been many periods of irrational exuberance in investments. Some believe that the recent performance of AI related stocks is signaling such a period. In this paper we explore that position and why we don't consider it to be the case.
Thought leadership25 min readWilliam Priest, CFA, Chairman of the Board of Directors, Co-CIO and Portfolio Manager, TD Epoch;
Kevin Hebner, PhD, Managing Director, Global Investment Strategist, TD Epoch