Investor Knowledge
March 18 2025

Bonds & Beyond: Strategies for Income Generation

25 min listen

In the ever-shifting landscape of investments, fixed income often plays a quiet yet crucial role, serving as the backbone that supports and stabilizes portfolios through market turbulence. With inflation proving to be more persistent than anticipated and interest rates keeping investors on edge, this asset class is reclaiming its place in the spotlight. As we navigate this evolving landscape, it's vital to examine what these shifting dynamics mean for investment returns, credit markets, and the significant pool of cash that remains on the sidelines.

Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM), Alex Gorewicz, Vice President & Director, Active Fixed Income Portfolio Management, TDAM, and Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM, as they explore the evolving bond and interest rate landscape, drivers of fixed income returns and ways to access meaningful diversification opportunities through private markets.

Highlights include:

  • The inflation challenge: key insights for investors (0:58)
  • How does the interest rate narrative play into portfolio construction? (6:05)
  • What role does bond duration play in shaping return potential? (10:48)
  • Fixed income investment cornerstone: more yield, more income and exposure to credit (12:44)
  • Return environment: fixed income portfolios vs. guaranteed investment certificates (15:51)