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.
Strength and Experience
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Investment InsightsFebruary 05 2025
We look at the reasons for the underperformance of European equities and explore what the future might hold.
Thought leadership10 min readInvestment InsightsJanuary 23 2025The 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 readInvestment InsightsJanuary 23 2025TD 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 readInvestment InsightsNovember 27 2024We 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 readInvestment InsightsNovember 20 2024TDAM's Alternative Investments team recaps key takeaways from real estate, mortgage, infrastructure, and private debt markets.
Commentary30 min readInvestment 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 read
