The ETF Experience | What's Driving 2026
This past year was marked by tension, elevated uncertainty, tariff disputes, and the rise of unstoppable AI. Even so, ETFs continue to evolve, adapting to changing markets and investor needs. As the road to 2026 comes into view, investors are turning their focus to the forces driving the next phase of ETF growth and opportunity. Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Damian Fernandes, Managing Director, Portfolio Manager, TDAM, as they explore ETF themes and what's driving 2026.
Episode 35 of the TDAM Talks podcast, hosted by Isabella Sagan, Damian Fernandes, titled "The ETF Experience | What's Driving 2026" was published on December 18, 2025 and runs 12 minutes.
December 18, 2025 ·12m · TDAM Talks
Summary
This past year was marked by tension, elevated uncertainty, tariff disputes, and the rise of unstoppable AI. Even so, ETFs continue to evolve, adapting to changing markets and investor needs. As the road to 2026 comes into view, investors are turning their focus to the forces driving the next phase of ETF growth and opportunity. Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Damian Fernandes, Managing Director, Portfolio Manager, TDAM, as they explore ETF themes and what's driving 2026.
Episode Description
Highlights include:
00:50 Core ETFs are making a comeback
03:05 How to position active ETFs in your portfolio
6:10 Balancing income needs with the potential for long-term growth
9:05 Why investors are increasingly looking beyond North America for their ETF investments
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
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