TDAM Talks

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

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.

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?

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.

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.