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.
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Cyber insurance could become a big market contributor for the property and casualty sector. Explore our dialogue with industry leaders and skeptics to better understand this growing product.
Start here as we explore the basics of tokenization and its impact on equity trading. We explain key terms, regulations and potential differences in secondary market rules.
Kris Bibby, CFO of ARC Resources, shares key learnings from Attachie and discusses balancing growth with Montney assets. Hear how LNG diversification is highlighted for future value.
Frank comes out on fire in Episode 71 when questioned on his recent travels to the Middle East, describing the region as hot, and clearly justifying the Prime Minister's recent outreach for partnerships with countries in the region. He summarizes thoughts on the recent COP 30 and the G20 Summits, as well as trade negotiations with the US and he highlights a sleeper issue in Canada, which is the growing popularity of a separatist party in Quebec with a mandate to vote for separation. He finishes with thoughts on political meddling allegations, Marjorie Taylor Greene's resignation, and other hot topics in Washington.
We review U.S. plans for Ukraine and Trump's meeting with the Saudi Crown Prince. Then, hear authoritative input on Defense spending on existing and new investments like the Golden Dome.
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Large banks, despite leadership in tech innovation, often seem outdated. Hear employment strategies for appealing to Gen Z talent by showcasing innovation and future opportunities.
Stablecoins, tokenized assets and CBDCs are reshaping U.S. finance. Find out how banks and treasuries are adapting as digital assets drive new demand and regulatory change.
George Gatch shares why asset management is J.P. Morgan's hidden gem and highlights how the company is growing in Canada and how speed is key to its success. Watch as we discuss his nearly four decades in the financial industry.
Hear how today's macro and political backdrop is influencing market expectations and how the TD Cowen integration has strengthened the firm's ability to deliver more connected solutions for clients.
In our second episode on the investment banking market, we compare public and private equity markets, the growing convertible bond market and how the private credit market is changing.
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.
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