A printed report with TD Cowen Themes 2026 on the cover.
Market Leadership
TD Cowen Research Themes 2026

In this special edition of our annual TD Cowen Research Themes, read the open exchange of ideas between our award-winning research staff and leading global economic leaders.

A Leader in Capital Markets and Banking

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Politics & Policy
Happy New Year? Aerospace/Defense Earnings and Policy Preview
Gautam Khanna joins us to preview the upcoming A&D earnings season. Listen in as they share insights into Washington defense policy with focus on our recent industry report.
 - 40 minutes 49 seconds
Person in business attire using a tablet in an office setting.
Consumer & Retail
How AI Will Power Our Vision of Adaptive Retail
AI is reshaping retail, from customer experience to inventory management. Listen in as Francois Chaubard shares when to outsource and how automation can boost retailer profitability.
 - 26 minutes 10 seconds
Person pointing at financial charts displayed on dual monitors, showing market trends and technical analysis indicators.
Market Leadership
Important Index Events – What to Expect in 2026?
Peter reviews key 2026 index issues including megacap IPOs and benchmark shifts. Hear about possible rule changes and the effects of cross-border mergers and acquisitions.
 - 29 minutes 44 seconds
Row of Canadian flags hanging on the exterior of an office building.
ETFs
Canada's 2025 ETF Recap: The Year of Asset Allocation ETFs
In the last year, Canadian ETFs surged to record inflows of $122 billion, led by equity and asset‑allocation ETFs. Read our expansive overview and what to expect in 2026.
 - 6 minutes
U.S. flags displayed on the exterior of a large office building.
ETFs
U.S. 2025 ETF Recap: The Big Get Bigger
With US$1.48 trillion inflows last year, U.S. ETFs are showing broad investor enthusiasm. Explore the record growth across different ETF classes and what we expect to see in 2026.
 - 5 minutes

Most Popular Insights

A printed report with TD Cowen Themes 2026 on the cover.
Market Leadership
TD Cowen Research Themes 2026
In this special edition of our annual TD Cowen Research Themes, read the open exchange of ideas between our award-winning research staff and leading global economic leaders.
 - 4 minutes
St. Paul’s Cathedral in London, a historic landmark known for its iconic dome and role in British cultural and religious history, viewed between modern glass buildings with people walking in the foreground.
Economy
Global Strategy Outlook 2026: Carry On My Wayward Growth
U.S. growth may beat expectations in 2026, but inflation remains high. Explore our outlook for the year ahead as foreign investors hedge USD exposure amid de-dollarization.
 - 5 minutes
Several people sitting behind a table in front of an audience as part of a panel of speakers. The wall behind them is adorned with the TD logo.
Health Care
Therapeutics Conference Thematic Outlook 2026
We share 2026 themes of interest from the TD Cowen Therapeutics Conference. Watch for our outlook in genetic medicine, neurology, the aftermath of FDA volatility and more.
 - 2 minutes 53 seconds
The flag of Venezuela flying behind the United States of America flag.
Economy
Oil Market Expectations Following the Venezuelan Intervention
Disruptions to oil production following U.S. intervention in Venezuela may cause a short-term impact on oil prices. Read why any price spike above $60/barrel is unlikely to last.
 - 8 minutes
Stock market display board with
Market Leadership
Tokenized Equities Deep Dive
We expect SEC rules soon for tokenized stocks as investor interest surges. Review our deep dive into the models of tokenized equities and how it fits into the current regulated ecosystem.
 - 12 minutes
Chris Viehbacher speaking with Phil Nadeau while recording the podcast.
Health Care
Turning Around One of Biotech's Bellwethers
In the first of our new series covering the TD Cowen Health Care Conference, hear Biogen CEO, Chris Viehbacher, share the ways biopharma has changed and the road to revenue growth.
 - 10 minutes 50 seconds

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