Market Leadership
TD Cowen Research Themes 2025
TD Cowen Research continues to help investors see the bigger picture. First, read our overview of upcoming investment themes for 2025, then download the full report with complete analysis.
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With federal turmoil in Canada, U.S., South Korea and Syria, get Frank's exclusive take dissecting the Finance Minister's sudden departure, the looming U.S. tariff threat and more.
Podcast
- 41 minutes 22 seconds
Mike Lawford joins us on the eve of becoming CEO of NuVista. Hear him share his 2025 insights for the company on growing production targets and shareholder return strategy.
Podcast
- 15 minutes 22 seconds
America's love of coffee continues, but we see consumers leaving home for the café experience. Grab a cup, watch the video, and read what we see driving this hot (and cold) market.
Video
- 2 minutes 25 seconds
After one year at the head of Birchcliff Energy, Chris Carlsen shares his strategy that set the tone for 2024. Hear his reflections on the year behind, and his insight for 2025.
Podcast
- 22 minutes 7 seconds
We sit down with Peyto Exploration & Development Corp. President and CEO, JP Lachance, to discuss Repsol, the Deep Basin, hedging strategies and production management.
Podcast
- 24 minutes 7 seconds
Most Popular Insights
TD Cowen Research continues to help investors see the bigger picture. First, read our overview of upcoming investment themes for 2025, then download the full report with complete analysis.
The U.S. presidential race is still too close to call. Explore the trade policies of both candidates and how Canada could avoid tariffs and a potential trade war.
Article
- 6 minutes 30 seconds
Holiday shopping is underway. Hear about innovations the tech giants are using this year to lead in online retail, AI and digital ad revenue.
Podcast
- 14 minutes 2 seconds
We've modeled the impact of impending policy implementation, but the U.S. is only part of the puzzle. Dive deep into what we see could be the major global market drivers in 2025.
Article
- 8 minutes
Highlights from our Financial Services Conference panel on the impact of ESG on the insurance industry and asset management businesses
Emerging tech and regulatory frameworks are critical to more markets every day. Read our investor overview and full report bringing you up to speed on the cybersecurity sector.
Article
- 2 minutes 30 seconds
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