Actively Speaking Podcast

Nov 15 2024 45 ep. 25 mins 12

Actively Speaking Podcast artwork

Steve Bleiberg, portfolio manager and thought leader at Epoch Investment Partners, Inc. (TD Epoch) takes on current topics and issues facing today's investor.

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U.S. Commercial Real Estate and the Impact on the Financials Sector

Nov 15 2024 27 mins

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.Important Disclosures: For institutional investors only. TD Global Investment Solutions represents TD Asset Management Inc. ("T

The Energy Transition

Jul 05 2024 37 mins

U.S. Fundamental Equity Portfolio Manager and Research Analyst Steve Salzone joins the podcast to discuss the energy transition. We discuss the current energy mix along with what the common expectations are for the future energy mix and whether or not they are reasonable. this episode also explores the implications for energy companies and the transportation sector. Important Discl

The GLP-1 Revolution

Mar 14 2024 24 mins

In 2023 we saw the explosion in popularity of drugs to treat obesity, known as GLP-1s and attractive returns for their manufacturers. With the popularity showing no signs of diminishing in 2024, Quality Capital Reinvestment Analyst Tim Wengerd, who covers health care companies, joins to discuss the implications for investors. Looking beyond health care, Tim and Steve also explore w

What Happened to the China Rebound?

Nov 28 2023 23 mins

The expectations coming out of the COVID pandemic was that China's economy would experience a rebound, but that has not materialized. In this episode we look at some of the potential reasons for that including a slowing housing market, the tapering of the migration from rural to urban regions and the buildup of debt.Important Disclosures: For institutional investors only. TD Global

Share Buybacks on the Rise: Understanding Their Use

Jun 28 2023 23 mins

With share buybacks on the rise, Shareholder Yield Portfolio Manager John Tobin, PhD joins to discuss how shareholders benefit when a company buys back its stock. He also explores why management teams should not try to time their buybacks. Finally, John and Steve explore the impact of the U.S. tax on buybacks that went into effect at the beginning of 2023.Important Disclosures: For

Understanding Management Compensation

Mar 17 2023 21 mins

We look at the importance of understanding how company management is compensated. At a very basic level, we believe that incentives matter. Presumably, executives want to maximize their compensation, so any time you are thinking of investing in a company, you should want to know what incentives those executives are responding to, because that will tell you what kinds of actions the

Reinventing Globalization

Dec 12 2022 17 mins

For three decades, "globalization" was the dominant economic paradigm. But in the wake of pandemic, war, and a new geopolitical reality, the tide of globalization is reversing. In this episode, Global Investment Strategist Kevin Hebner explains what that will mean in the near term for some key industries like energy and technology, and what other impacts we might see in the longer

The Resurgence of Nuclear Power Generation

Sep 21 2022 27 mins

The impact of the Russian war in Ukraine has made many countries, especially Europe, reconsider their stance on nuclear power. Senior Research Analyst Michael Jin joins the podcast to discuss the history of nuclear power, the ESG implications, whether the need for nuclear power will be enough to overcome people's perhaps irrational fear of nuclear, and how the technology has change

Antitrust: Can Biden Take on the Tech Barons?

Jun 28 2022 24 mins

President Biden has appointed high profile antitrust activists to top positions at the Federal Trade Commission, Department of Justice and the White House. How do their views of market fairness fit into the U.S. history of antitrust? And will they be able to successfully reduce the power of today's tech behemoths? (June 20, 2022)Important Disclosures: For institutional investors on

Cryptocurrency: After the Fall

Jun 01 2022 20 mins

2022 has been a vicious year for crypto assets, but why now? In this episode, Global Investment Strategist Kevin Hebner explores the different types of stablecoins including those at the center of the latest downturn. We also discuss the potential for contagion into other asset classes, the diversification value of crypto and the outlook for the regulatory environment. (May 25, 202