EPISODE · Sep 3, 2025 · 12 MIN
Paving the Way - Real Estate and Infrastructure Update - 2025s First Half and Beyond
from TDAM Talks · host Adam Thouret, Colin Lynch, Ingrid Macintosh
Tune in to listen to Ingrid Macintosh chat with Colin Lynch, Managing Director, Head of Alternative Investments, TDAM and Adam Thouret, Managing Director, Global Infrastructure Investments, TDAM on the podcast to learn what's delivering in real estate and infrastructure—and what's demanding a closer look. Highlights include: 1:10 Overview of the past six months 6:50 Looking ahead to the next six months 15:00 What one thing people should be thinking about? 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.
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What this episode covers
Market volatility, tighter liquidity and diversification challenges have pushed investors to think outside the traditional balanced portfolio, and with real estate and infrastructure showing resilience and strong fundamentals, investment in these is looking anything but "alternative".
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Paving the Way - Real Estate and Infrastructure Update - 2025s First Half and Beyond
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