A printed report with TD Cowen Themes 2025 on the cover.
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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Economy
What's Eating Treasury Yields?
We've witnessed recent higher-priced treasury yields and accelerated selling momentum to start off 2025. Explore potential explanations for the selloff and what might happen next.
 - 4 minutes 30 seconds
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ETFs
Canada's 2024 ETF Recap: A Year for the Record Books
Following a record year for Canadian ETFs, we look back at what made 2024 like no other. Examine the milestones reached last year and see what could be in store for 2025.
 - 6 minutes
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Health Care
TD Cowen 30th Annual Drug Pricing Survey Results
Our analysis reflects a continued positive outlook for U.S. drug prices. Read our full overview of this year's survey results and some reflections on trends over the last 30 years.
 - 4 minutes
Martin Gerber and Andres Rincon speaking.
Financial Services
Investing Thoughts from Canada's Largest Privately Owned Asset Manager
Active trading and management is becoming more imperative, even for traditionally buy-and-hold investors. Hear how CC&L's strategy makes use of these opportunities.
 - 20 minutes 51 seconds
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Consumer & Retail
Weighing The Impact on Parcel Carriers as E-Commerce Evolves
Post-pandemic online shopping and package delivery are settling into a new normal. Hear from a diverse range of industry analysts how the parcel carrier industry might evolve.
 - 3 minutes

Most Popular Insights

Printing of the US Dollar
Market Leadership
The USD's Second-Half Playbook
How have the USD and the broader FX markets been in 2022? We discuss key performance drivers and provide an outlook on the remainder of the year.
 - 5 Minutes
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Podcasts
War, Inflation and the Supreme Court
This episode of Geopolitics examines the highly politicized supreme court. We also discuss predictions of inflation and threats of a recession.
 - 41 Minutes 41 Seconds
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Economy
July BoC Announcement: Go Big or Go Home
Ahead of Bank of Canada's July 2022 interest rate announcement, we look at the implications of a 75bp rate hike and inflation concerns
 - 4 Minutes 30 Seconds
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Sustainability
The Route to Delivering the Negative Emissions Market
Negative emissions technologies are the next frontier. Susan Thompson shares why they are receiving attention from corporations, policy makers and investors alike.
 - 4 Minutes
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Energy & Energy Transition
The Role of Carbon Offsets in the Energy Sector
What role do carbon offsets play as the energy sector continues to evolve? Aaron MacNeil shares insights from our Calgary Energy Conference, highlighting the increase in participation from industry leaders and challenges the voluntary carbon market faces as it keeps up with the growing demand.
 - 4 Minutes
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Market Leadership
What Do Leading Indicators Tell Us About Canadian Recession Risks?
Our strategist, Robert Both evaluates several leading indicators for Canadian recession risks and outlines the mitigating factors such as population growth and natural resource exposure.
 - 2 Minutes 30 Seconds

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