EPISODE · Aug 13, 2025 · 15 MIN
Cool Rates & Hot Takes, a Chat About the Bond Market - 2025's First Half and Beyond - Summer Series Podcast Episode 3
from TDAM Talks · host Lauren Bellai, Michael Augustine, Ingrid Macintosh
Summer may be a time to slow down, but markets haven't gotten the memo. Shifting rate expectations, sticky inflation and resilient economic data have created a dynamic – and at times confounding – landscape for investors. Heading into the second half of the year, what's changed so far and what could be next? Join Ingrid Macintosh, Vice President, TD Wealth, Head of Global Marketing, Client & Colleague Enablement and Strategy, TD Asset Management Inc. (TDAM) alongside a panel of special guests for the four-part Mid-Year Market Checkpoint – a summer podcast series digging into the headlines across equities, fixed income, alternatives and asset allocation.Highlights:00:00:40 Overview of the past six months 00:04:20 Looking ahead to the next six months 00:07:00 Upcoming headline themes to watch 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: [email protected] follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What this episode covers
There were high hopes for fixed income in early 2025 and even higher yields, but inflation's staying power has continued reshaping expectations. Bond investors have had to stay nimble in the traditionally "safe" asset class, but how did we get here? Michael Augustine, Managing Director, Head of Fixed Income & Asset Liability Management, TDAM and Lauren Bellai, Vice President, Active Fixed Income Portfolio Management, TDAM break down the shift in conditions for fixed income.
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Cool Rates & Hot Takes, a Chat About the Bond Market - 2025's First Half and Beyond - Summer Series Podcast Episode 3
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