Investment Insights
The State of Commercial Real Estate
Equity Research Analyst Michael Beckerman joins the podcast to discuss the Commercial Real Estate market. We discuss the state of "return to office" and what it means for office real estate and the banks that carry real estate loans on their balance sheets.
Investment Insights
Spotlight: Corporate Spending and the Push from AI
We explore the increase in corporate spending and how much of it is being driven by the explosion of spending on AI.
Macro Insights
AI and Electricity Demand: The Very Hungry Caterpillar
One consequence of the growth of AI is an electricity demand surge. This paper explores the reason for the surge, whether it can be met and implications for investors.
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The State of Commercial Real Estate
Nov 18, 2024 - 27 min listen -
Spotlight: Corporate Spending and the Push from AI
Oct 28, 2024 - 10 min read -
AI and Electricity Demand: The Very Hungry Caterpillar
Aug 13, 2024 - 25 min read
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Investment Insights
The State of Commercial Real Estate
Equity Research Analyst Michael Beckerman joins the podcast to discuss the Commercial Real Estate market. We discuss the state of "return to office" and what it means for office real estate and the banks that carry real estate loans on their balance sheets.
-
Investment Insights
Spotlight: Corporate Spending and the Push from AI
We explore the increase in corporate spending and how much of it is being driven by the explosion of spending on AI.
-
Macro Insights
AI and Electricity Demand: The Very Hungry Caterpillar
One consequence of the growth of AI is an electricity demand surge. This paper explores the reason for the surge, whether it can be met and implications for investors.
Welcome to TD Global Investment Solutions
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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.
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Investment InsightsNovember 20 2024
TDAM's Alternative Investments team recaps key takeaways from real estate, mortgage, infrastructure, and private debt markets.
Commentary30 min readAlternative Investments Team
Investment InsightsJune 18 2024We 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
Investor knowledgeJune 20 2024Companies 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.
Investor KnowledgeApril 16 2024Private infrastructure has become one of the fastest-growing asset classes for institutional investors over the past decade.
Blog5 min readInvestor KnowledgeAugust 27 2024Investors should get compensated for the risks they incur.
Blog10 min readInvestment InsightsFebruary 24 2024There 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